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Editing invoices with errors

In Impact Ordering, you can manually create invoices. An invoice can only be created in relation with an order that exists in the system; this procedure guarantees that the invoice is always assigned to an order.

1. On the Invoice administration page, click the link Create invoice.

   The page Create invoices is displayed. Select the menu item Help to display detailed information about this page.

2. In the section Search criteria you can search for orders for which you want to create an invoice. Enter the corresponding search criteria.
3. Select the option:
   • Create an invoice or first partial invoice, if you have not yet created an invoice or partial invoice for the order.
   • Add additional partial invoice, if a partial invoice for the order has already been created and you want to create another partial invoice.

   Note: Only the number of orders selected in the list-box Maximum number of displayed search results is displayed. If more than the indicated number of orders exist, these are not displayed. It is therefore reasonable to select the entry All from the list.

4. Click the button Search.

   All orders that match the search criteria are displayed in the section Results.

5. Click the link Order to display details about an order. In the order click the link Create new invoice or Create new partial invoice, to create the invoice.

   The page Create invoice or Create partial invoice is displayed. Select the menu item Help to display detailed information about this page.

6. Enter a transaction number for the invoice.
7. In the section Invoice items you can change the data in the fields Quantity, unit price and tax. Click the button Update, to recalculate the fields after you have made changes.

   For partial invoices, the fields for order data and delivery data are pre-filled. In the column Item, activate the check box next to the items for which you want to enter invoice data.

   Eventual complaints are taken into account as well as the option Use delivery date as evaluation date. As a result, the price of the product at the moment of delivery is taken into account. Furthermore, you can create conditions for the order (for example shipping costs, but only if Consideration for invoice check is selected), if they exist, they will be displayed. However, you can not enter items here that have not been ordered and not delivered!

8. In the section Comments you can enter a comment or an internet link or attach a file. You can find further information under Comments and Attachments in the manual General information for all users.
9. When you do not want to enter any other invoices for the order, activate the option Finish invoice creation for the order. As long as the invoice has not been closed, it can be edited. (see Edit invoices).

   Note: Before you can close an invoice, it is necessary that all items have the status Changed or Processed.

10. Click Save.

    The new invoice is displayed in the Invoice overview or in the Overview of invoices with the status Assigned.

See also Scheduled tasks for invoice processing Automatic invoice checks Invoice administration pages Viewing the status of invoices Invoices - Status Searching for invoices Creating invoices Editing invoices that have not been assigned Editing invoices Creating reasons for the change display Creating invoice complaints Viewing invoice complaints