Introduction
This application will display all outgoing vouchers, these can be invoices, credit notes or invoice cost estimates. These documents may then be invidually viewed, cancelled, corrected or printed.
Description
It is not possible to create new vouchers in this application. This can only be done in the various job applications.
Open
This option will open the voucher highlighted in the overview using the invoice editor . Alternately the voucher can be double-clicked to open it.
Preview
This option will generate a PDF version of the document. A PDF can be generated even when no invoice number exists.
Refresh
Updates the index to ensure the latest vouchers are visible.
Show on open vouchers
This box is checked by default and therefore only unfinished vouchers will appear in the overview. By unchecking this box, all vouchers will appear, regardless of status.
Include cancelled
To include vouchers that have been cancelled, check this box.
Type to search
This is a full text search field. An part of a recipient or subject may be entered to find the desired vouchers.
Accounts Receivable - Summary Table
The summary table displays the following information about each voucher:
Voucher number
If the voucher is finished then this column will display the voucher number. If the voucher is still open then this column will display the kind of voucher, such as OI (Outgoing invoice) and the recipients name. If no recipient is present, then only the kind of voucher is shown.
Voucher date
The date the voucher was printed.
Recipient
The recipient of the voucher.
Subject
The subject of the voucher (if any).
Total Net Amount
The total amount of the voucher including any taxes.
Details
As vouchers in the overview are highlighted, their details are shown in the lower part of the application:
Type
The document type, invoice or credit note.
Status
Displays the current status of the document
Status |
Description |
|---|---|
Open |
The document is still open and can be edited |
Finished |
The document has been print and is therefore finalized |
Canceled |
The document has been cancelled |
Net Amount
Total amount without any taxes
Tax Amount
Total of any taxes
Total Amount
Total voucher amount including any taxes
Local Total (rate)
If the invoice has been raised in a foreign currency, this total amount including any taxes is displayed in the local currency.
Order Reference
The shipment number or order reference to which this voucher belongs.
Recipient address
To the right is the full recipient address.