From ISP admin

Issued invoice detail

The issued invoice detail, a screen showing details for a particular issued invoice. According to its status (unpaid / paid) there are different buttons for edits and sending the invoice displayed here. It is thus important to distinguish between the details of unpaid and already paid invoices. See the following division:

Unpaid invoice

[ Show the invoice ]

Shows the preview of the invoice in the PDF format.

[ Cancel the invoice ]

Cancelling invoices may be applied only in tax file; if you use doubleentry-bookkeeping, you cannot cancel any invoice.

This option will be useful when you know that the given invoice will never be settled. For instance, if the customer came to your competition and you know that the invoice for the last month will never be paid. In that case you can cancel this invoice. Another case is a wrongly issued invoices which you simply cancel and issue a new one.

The screen contains the Reason for cancelling the invoice where you can state the reason for which you cancel the specific invoice. In the bottom part there is information displayed about the payment (if it is cash or cashless) including all the items as well as the variable symbol of the invoice.

All canceled invoices are no longer matters of the system but they are moved into the menu of Invoicing / Cancel / Invoices, so they are still kept for the purposes of accounting.

[ Pay cash ]

The option of paying cash, eg. at the cashiers department of the firm. This is done in the same way as above mentioned Make cash payment with the difference in the fact that there is an automatical marking of the invoice to be paid.

[ Issue a credit note ]

Issuing a credit note serves as a record of paying back in case when you need to pay back the money for the issued invoice to the customer, or a cash receipt in cash or to a bank account. Only an item or the whole invoice may be made a credit note, not any other sum may be used.

[ Edit invoice ]

If you need to correct or edit items in the invoice, here there is the option to edit the issued invoice. The invoice may be edited in the course of the time until it is paid. If you wish to remove some of the items in the invoice, you must set all the values to empty cells.

[ Update customer address ]

If you need to edit the invoicing details in the already issued invoice, do the edits in the client details and then confirm the edits in client details and customer addresses which will be edited in this issued invoice.

[ Change of date in the invoice ]

The option for editing the issuance date, due date and taxable date in the issued invoice. If the client calls that they will not manage to pay the invoice by the end of the due date, but that they will pay later, you can prolong the due date by several days. By confirming the event, the change of date will be done in the postal money order.

Overpayment inclusion

By this button you can pay the invoice out of the customer´s overpayment. The values "Total client´s overpayment" and "Total debt of the client in the invoice" will appear. If the overpayment is higher than the amount due, you can settle the invoice with the overpayment; on the contrary when the overpayment does not cover for the total amount due of the invoice, you cannot include the credit.

Send the invoice by e-mail

Sending the issued invoice as a PDF attachment to the e-mail of the customer.

Mark invoice as unsent

After you mark the invoice as unsent, the invoice will be detached from the others which are designated to be sent in a bulk.

Invoice export into an accounting program

By this button you will be able to export this specific invoice from the system and input it into your own accountancy.

Reminder by e-mail

This allows you to manually make a reminder only for this specific invoice. The issued reminder may be charged for individually. The condition for displaying this button is not paying for the invoice after the due date.

Paid invoice

Show the invoice

Showing the invoice preview in the PDF format.

Cancel the invoice payment

Cancelling the payment for the invoice mainly when you have wrongly set the payments into the system. When you cancel the payment, the invoice changes from "Paid" to "Unpaid" and then the edits may be done in the invoice as well as a new payment may be made.

Here you state the reasons for which you cancelled the specific invoice. In the bottom part there is information displayed about the fact if the payment is cashor cashless, including all items and also the variable symbol of the invoice. All cancelled invoices are not matters for the system any more, but they are moved to the menu of Fakturace / Storno / Hotovostní nebo Invoicing / Cancel / Cashless payments, so they are kept for the purposes of accounting.

Issue a credit note

Issue a credit note serves as a record about paying back in case when you need to pay the money for the issued invoice back to the customer, or a cash receipt in cash or to a bank account. Only an item in the invoice or the whole invoice may be made a credit note, not any other sum of money.

Update customer address

If you need to change invoicing details in the already issued invoice, do the edits in the client details and then update their address - thus the invoicing address will be changed in this issued invoice.

Change of date in the invoice

The option to change the due date in the issued invoice. If a client calls that they will not manage to pay the invoice by the due date but that they are going to pay for it later, you can prolong the due date for them by several days. By confirming this event, the change of date will be done in the postal money order.

Send invoice via e-mail

Sending the issued invoice to the e-mail of the customer.

History of payments

In both cases, unpaid as well as paid invoices, there is "History of payments" displayed in the detail relating to the particular invoice. Thanks to this history you will always know about all the events which happened to the invoices.