Issued invoices are part of the Deals module; they can be found in the main menu under Documents → Issued Invoices. If they are not in the menu, make sure that the Deals module is enabled at Global Settings → Deals → Deals and that you have the necessary permissions to view invoices at 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 invoices (paid/unpaid/…) is indicated by colored labels.
If you wish to edit an invoice or add a payment, you can do so by double-clicking on the invoice row or via the context menu (
), where you should select Edit invoice. You can export an issued invoice directly from the list by selecting from the context menu: HTML export or PDF export. More on exporting invoices in the section below.
Editing an invoice
You can only edit the invoice header; invoice items cannot be edited, deleted, or added. The invoice is divided into two sections:
- Basic Information – invoice header
- Items – invoice items
- Information – who issued the invoice and when, and who made the last change
Basic Information
The items in this section are divided into subsections:
- Basic Information – the invoice header containing basic billing information such as the customer, variable, constant, and specific symbols, as well as the issue date, due date, and delivery date. In this section, it is also possible to specify the date and amount of the invoice payment
- Customer billing information – customer billing information – business name, address, Company ID, Tax ID, and VAT ID
- Shipping address – may differ from the billing address
- Supplier billing information – this is your billing information, configured for the selected accounting unit
- Other information – option to note the customer’s purchase order number and date
Items
To apply the changes made to the invoice, click Save.
Export Invoice
Invoices can be exported in HTML and PDF formats directly from the invoice list by selecting an option 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 specified in the Language for issued accounting documents of the company (in Directory → Companies) to which the invoice was issued. The language used for export is the one that was set at the time the invoice was issued (i.e., a subsequent change to the language for issued accounting documents after the invoice has been issued does not affect invoices that have already been issued).