: : Modifying an Invoice

Certaines modifications sont possibles sur une facture avant d'être comptabilisée.

Changing the addressees

You can modify the list of invoice recipients. The recipients are filtered according to the customer name, and can be recipient or in cc.

  1. Open the invoice.
  2. Go to Edit > Change the addressees.
  3. Under the Recipients tab, click on on the upper right of the screen to add a recipient or to delete a recipient.
  4. Save. The list of recipients is updated in the table.

Changing the customer to bill

  1. Open the invoice.
  2. Go to Edit > Administration > Change the customer to bill.

VAT: Good services

You can modify the VAT type to be applied to the validated invoice.

  1. Open the invoice.
  2. Go to Edit > Administration > VAT/ Good services.

Modifying the payment receipt

This function allows you to modify the payment receipts.

  1. Open the invoice.
  2. Go to Edit > Modify the payment receipt schedule.
  3. The Due dates tab is displayed in which you can define the dates and due dates per line.

Creating an estimate or an order from the invoice

The information about the invoice is automatically retrieved in the new management object.

  1. Open the invoice.
  2. Go to Edit > Administration > Create quote from invoice or Edit > Administration > Create Order from invoice.

Updating the invoice's header

De manière générale, une facture comptabilisée ne peut pas être modifiée, un avoir doit être créé à la place. However, some of the non-financial sections can be updated like the contractual or delivery dates as well as the billing table number.

  1. Open the invoice.
  2. Go to Edit > Modify > Update the invoice header.