Purchase invoice view

Owned by Enna Tishler (Unlicensed)
Last updated: Jul 22, 2022 by Anonymous
3 min read

To see/change an existing invoice, click on the corresponding invoice number to open it.

The invoice view that opens has the following sections:

  • Invoice header information (in blue).

  • The confirmation circle buttons (confirm, not my invoice, ...) are visible under the header (in gray).

  • All persons processing the invoice are visible in the users field (in green).

  • Invoice lines (in orange).

  • Comments can be added to the invoice in the comment box (in yellow).

  • Preview of the original invoice (in brown).

  • All attachments with the invoice are under the original invoice (in light blue).

The "Daily Report" table may still be displayed under the invoice lines table (if it is used in the corresponding environment). In the "Daily report" table, it is possible to link the account with the corresponding lines of the daily report. If in the project there are works entered in the Daily Reports view, which were done for the same company as the Supplier indicated on the invoice, then all these works in the daily report appear on his invoice as well. (The invoice amount does not have to be equal to the sum of the lines of the selected daily report). Lines highlighted in the daily opening report also appear in the "Invoice lines" table.

After confirming the respective invoice, the number and status of the invoice can be seen at the end of the lines added to the invoice in the Daily report view of the project.

 

Meanings of the buttons:

  • "Confirm" button - If the Undivided amount of the invoice is 0 (and everyone who has to share the invoice has shared their share), then it is possible to finally confirm the invoice. When you press the button, you will be asked: "Confirm?". (If the integration is available, the invoice will be sent to the accounting program.)

  • "Confirm & ->" button - does the same as the previous button, but the next invoice that needs to be shared is also opened automatically.

  • "Confirm my share" button - if several users are assigned to the account, each of them can confirm their shared part with this button.

  • "Not my invoice" button - if the specified person does not want to confirm the invoice or it is an incorrectly specified invoice, the person can use this button to opt out of participating in the invoice confirmation.

  • "Pause" button - allows the sharing and confirmation of the invoice to be suspended until the "Remove suspended status" button is pressed.

There are also buttons:

  • "View payments" - allows viewing/entering payments related to the invoice.

  • "Delete" - allows you to delete the invoice. Confirmations/shares made must be removed before deleting the invoice.

  • "Add Confirmer" - allows you to add new confirmers to existing ones.

  • “Cancel confirmation” - allows the confirmer to unshare/cancel confirmation.

The visibility of the displayed buttons depends on the user's roles, rights and invoice status. Not all buttons may be visible to all users.