Content of this article
- Preliminary Remarks
- Tab "Invoices"
- Invoicedetails
1. Preliminary Remarks
In the tab "Invoices" you have access to all invoices related to the customer and more detailed information about them. Via the detailed view of an invoice, you have, for example, the possibility to cancel or correct the invoice.
Via the menu item "Customers" you have the possibility to access the customer overview of the specific customer. The customer account is opened with a click on the "Customer No." or the "Email".
Fig: Overview of how to get to the customer details.
Various overviews are available here. One of them is the "Invoices" tab.
Fig: Tab "Invoices"
2. Tab "Invoices"
The overview in the "Invoices" tab shows some details about the invoices of the selected customer in tabular form. Next to "Payment Method" and "Amount" of the invoice, the "Type" is indicated, by which it can be recognized whether an invoice has been corrected.
Note: When an invoice is corrected, the "old" invoice is cancelled and a new correction invoice is created.
Via the "Invoice No." (1) or the command "Details" (2) the detailed invoice view is opened. In the Command column, the options "Download", "Download XRechnung" and "Cancel" (2) are available in addition to "Details".
Fig: Overview Invoices Tab.
3. Invoicedetails
For a detailed description of the functions in the invoice details, such as "Cancel invoice" or "Correct invoice", please see the article Invoice processing options.