How to create, modify or delete an invoice?
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
Once you have placed an order, you can create the associated invoice using the "Invoices" tool. You can also modify or delete the invoice you have just created.
First of all, go to the "Management" menu (1) and then to the "Invoice" tab (2).
In this article :
How to create an invoice ?
On the "Invoice" tab, click on "Enter an invoice".
Then fill in the information (1) for creating the invoice for your order and click "Save" (2).
This takes you to the invoice details. You can add PDF invoices (1) or a comment (2) and you can also modify or delete the invoice (3). You can also balance the invoice (4) or request a credit note (5). Finally, you can approve or reject the invoice (6).
Once all the information has been entered, click on "Save". The invoice will appear in the list of invoices and can then be interfaced.
How to modify an invoice ?
Once in the "Invoice" tab, click on the invoice for which you wish to make changes.
Once the invoice opens, click on "Edit invoice".
The invoice creation pop-up will then open and you can make the changes you want (1). Click Save (2) when you're done.
How to delete an invoice?
First click on the invoice of your choice in the list of invoices, then when it appears, click on "delete an invoice".
You will then be asked to confirm your choice. If you are sure, click on "delete". You will then be returned to the invoice management page, and a validation message will appear at the top right of your screen.
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Related keywords :
create - modify - delete - invoice - reconciliation - BL - delivery note - balance - credit note - difference - purchase