Vendor invoice module - Revision history

N.paul: /* Creating an invoice from an order */

2022-12-26T08:42:48Z

Creating an invoice from an order

@@ Line 33: / Line 33: @@
 == Creating an invoice from an order ==
 Vendor orders can be used for creating vendor invoices easily. It just requires a single click to accomplish so. All you need to do is to open the vendor order from commerce menu (main menu) -> purchase orders -> List -> choose the concerned purchase order (validate and approve it if it is still in draft) -> click on the “create invoice” -> fill all the important criteria associated with it -> Click on “create draft” -> the draft invoice will be created after your completion of these steps. You can check on the invoice in the invoice module.
 == Creating an invoice from reception ==
 Reception is another easy method to create vendor invoices. For creating a vendor invoice from a reception, you need to open the reception from products and services menu (main menu) -> reception (sub-menu) -> list -> choose the concerned reception -> click on “create invoice” -> fill all the important criteria with accurate information -> create draft. After the completion of these steps, the draft invoice will be created.

N.paul: /* Creating an invoice from an order */

2022-12-23T07:33:09Z

Creating an invoice from an order

← Older revision		Revision as of 09:33, 23 December 2022
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	== Creating an invoice from an order ==		== Creating an invoice from an order ==
	Vendor orders can be used for creating vendor invoices easily. It just requires a single click to accomplish so. All you need to do is to open the vendor order from commerce menu (main menu) -> purchase orders -> List -> choose the concerned purchase order (validate and approve it if it is still in draft) -> click on the “create invoice” -> fill all the important criteria associated with it -> Click on “create draft” -> the draft invoice will be created after your completion of these steps. You can check on the invoice in the invoice module.		Vendor orders can be used for creating vendor invoices easily. It just requires a single click to accomplish so. All you need to do is to open the vendor order from commerce menu (main menu) -> purchase orders -> List -> choose the concerned purchase order (validate and approve it if it is still in draft) -> click on the “create invoice” -> fill all the important criteria associated with it -> Click on “create draft” -> the draft invoice will be created after your completion of these steps. You can check on the invoice in the invoice module.
			== Creating an invoice from reception ==
			Reception is another easy method to create vendor invoices. For creating a vendor invoice from a reception, you need to open the reception from products and services menu (main menu) -> reception (sub-menu) -> list -> choose the concerned reception -> click on “create invoice” -> fill all the important criteria with accurate information -> create draft. After the completion of these steps, the draft invoice will be created.

	= Functionalities of invoice module =		= Functionalities of invoice module =

N.paul: /* Functionalities of invoice module */

2022-12-23T07:00:54Z

Functionalities of invoice module

← Older revision		Revision as of 09:00, 23 December 2022
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	* PDF generation and printing of invoices		* PDF generation and printing of invoices
	* If the amount that you have paid to your vendor is higher than the due amount, then Tactic will be sending you warning via email notification.		* If the amount that you have paid to your vendor is higher than the due amount, then Tactic will be sending you warning via email notification.
			* Adding banks is one of the initial steps that need to be completed in Tactic as without the addition of bank accounts, no invoice, no payment can be added. Hence, having a mention of the bank accounts in invoice is crucial. This is why, the invoices that are generated via Tactic is shown with the bank name to which the payment is done and to which the payment is received.

	= Different types of bills in vendor invoice =		= Different types of bills in vendor invoice =

N.paul: /* Creation of invoice */

2022-12-23T06:07:09Z

Creation of invoice

← Older revision		Revision as of 08:07, 23 December 2022
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	[[File:Ven_inv_5.PNG\|center\|link=]]		[[File:Ven_inv_5.PNG\|center\|link=]]

			== Creating an invoice from an order ==
			Vendor orders can be used for creating vendor invoices easily. It just requires a single click to accomplish so. All you need to do is to open the vendor order from commerce menu (main menu) -> purchase orders -> List -> choose the concerned purchase order (validate and approve it if it is still in draft) -> click on the “create invoice” -> fill all the important criteria associated with it -> Click on “create draft” -> the draft invoice will be created after your completion of these steps. You can check on the invoice in the invoice module.

	= Functionalities of invoice module =		= Functionalities of invoice module =

N.paul: /* Functionalities of invoice module */

2022-12-23T06:05:32Z

Functionalities of invoice module

← Older revision		Revision as of 08:05, 23 December 2022
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	* Following the status of open Invoices by email or SMS.		* Following the status of open Invoices by email or SMS.
	* PDF generation and printing of invoices		* PDF generation and printing of invoices
			* If the amount that you have paid to your vendor is higher than the due amount, then Tactic will be sending you warning via email notification.

	= Different types of bills in vendor invoice =		= Different types of bills in vendor invoice =
	* A standard invoice: This is a standard type of bill, which has no alteration and prerequisites		* A standard invoice: This is a standard type of bill, which has no alteration and prerequisites

N.paul: /* Setup */

2022-11-21T07:54:27Z

Setup

← Older revision		Revision as of 09:54, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Creation of invoice =		= Creation of invoice =

N.paul at 10:24, 1 July 2022

2022-07-01T10:24:07Z

← Older revision		Revision as of 12:24, 1 July 2022
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	[[File:Ven_inv.PNG\|center]]		[[File:Ven_inv.PNG\|center\|link=]]


	[[File:Ven_inv_2.PNG\|center]]		[[File:Ven_inv_2.PNG\|center\|link=]]


	[[File:Ven_inv_3.PNG\|center]]		[[File:Ven_inv_3.PNG\|center\|link=]]


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	[[File:Ven_inv_4.PNG\|center]]		[[File:Ven_inv_4.PNG\|center\|link=]]


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	[[File:Ven_inv_5.PNG\|center]]		[[File:Ven_inv_5.PNG\|center\|link=]]

	= Functionalities of invoice module =		= Functionalities of invoice module =

Admin: /* Creation of invoice */

2022-04-19T09:23:58Z

Creation of invoice

← Older revision		Revision as of 11:23, 19 April 2022
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	= Creation of invoice =		= Creation of invoice =
	Billing module need to be selected for proceeding with the process of creating invoice. New invoice option need to be selected. All the required criteria need to be filled for keeping all the important information related to the invoice. However, the user need to select if the invoice is associated with a customer or a vendor.		Billing module need to be selected for proceeding with the process of creating invoice. New invoice option need to be selected. All the required criteria need to be filled for keeping all the important information related to the invoice. However, the user need to select if the invoice is associated with a customer or a vendor.


	[[File:Ven_inv.PNG\|center]]		[[File:Ven_inv.PNG\|center]]

Admin: /* Creation of invoice */

2022-04-19T09:22:47Z

Creation of invoice

← Older revision		Revision as of 11:22, 19 April 2022
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	[[File:Ven_inv_3.PNG\|center]]		[[File:Ven_inv_3.PNG\|center]]


			For modifying the invoice '''Modify''' option needs to be clicked. However, an invoice can only be modified when it is still in its draft status.


	[[File:Ven_inv_4.PNG\|center]]		[[File:Ven_inv_4.PNG\|center]]


			For deleting the invoice '''Delete''' option needs to be clicked.

Admin: /* Creation of invoice */

2022-04-19T09:20:12Z

Creation of invoice

@@ Line 9: / Line 9: @@
 = Creation of invoice =
 Billing module need to be selected for proceeding with the process of creating invoice. New invoice option need to be selected. All the required criteria need to be filled for keeping all the important information related to the invoice. However, the user need to select if the invoice is associated with a customer or a vendor.
 = Functionalities of invoice module =
 *	Invoice module of Tactic provides a number of useful functionalities such as