ISSUED INVOICES

Issued invoices are part of the Deals module; they are located in the main menu under Deals->Issued invoices. If they are not in the menu, make sure you have the Deals module enabled in Global settings->Deals->Deals and that you have been granted the necessary permissions to view invoices in Users and groups->Users.

List of invoices

Here you will find a list of all invoices issued through CDESK, with the option to search by invoice number/variable symbol and customer name. The status of the invoices (paid/unpaid/…) is distinguished by coloured labels.

If you wish to edit an invoice or add a payment, you can do so by double-clicking the row with the invoice, or via the context menu , where you select Edit invoice . An issued invoice can be exported directly from the list, by selecting from the context menu HTML export or PDF export . More about exporting an invoice in the section below.

Editing an invoice

Only the invoice header can be edited, not the invoice items – these cannot be edited, removed or added. The invoice is divided into two parts:

• Basic data – the invoice header
• Items – the invoice items
• Information – who issued the invoice and when, and who made the last change

Basic data

The items in this part are divided into subsections:

• Basic data – the invoice header containing basic invoicing data such as the customer, variable, constant and specific symbol, the date of issue, due date and delivery date. In this part it is also possible to enter the date and amount of the invoice payment
• Customer invoicing details – the customer’s invoicing details – trade name, address, company registration number, tax ID and VAT ID
• Delivery address – may differ from the invoicing address
• Supplier invoicing details – your invoicing details, set for the selected accounting unit
• Other data – the option to note the number and date of the customer’s purchase order

Items

A list of items together with quantity, discount and price. No changes whatsoever can be made to the items.

To apply the changes made to the invoice, click Save .

Exporting an invoice

An invoice can be exported in HTML and PDF format directly from the list of invoices, by selecting from the context menu HTML export or PDF export , or by selecting Export while editing the invoice.

The invoice will be exported in the language according to the setting of the company’s Language for issued accounting documents (in Address Book->Companies) for which the invoice was issued. On export, the language that was set at the time the invoice was issued will be used (i.e. a subsequent change of the language for issued accounting documents after an invoice has been issued has no effect on already issued invoices).