Content of this article
- Preliminary Remarks
- Process and Manage Invoices
1. Preliminary Remarks
Invoices can be processed in various ways.
They can be resend, downloaded, canceled or edited.
All changes made here only affect this one invoice and will not be applied to future invoices.
2. Process and Manage Invoices
Action Bar
In the action bar, the following actions can be carried out:
1. Resend Invoice: The selected invoice can be resend to the stored customer e-mail address.
2. Cancel Invoice: The selected invoice can be canceled. In the dialog window it can be set if the customer should be informed about the invoice cancellation by e-mail and if the access to all products included in this invoice should be blocked. After saving, the cancellation invoice can be viewed in the invoice list.
3. Edit Invoice: The selected invoice can be edited. After saving, the invoice correction can be viewed in the invoice list.
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Invoice Items section:
Either enter the discount in % or in €.Note: The granted discount applies once for this invoice and will not be applied to subsequent invoices.
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General information section:
The invoice address can be edited and if required an order label can be added or edited. Furthermore, it can be set if the customer should be informed about the invoice correction by e-mail.
4. Download Inovice: The invoice can be downloaded as PDF.
5. Download XRechnung: The XRechnung (electronic invoice) can be downloaded as PDF if the form for settings for the electronic invoice has been filled in.
Activities
In the Activities tab, changes and invoice creations can be viewed.
Click on the big plus (+) to add a new activity manually.