Exact Synergy Enterprise

Viewing invoice details of invoice proposals

Menu path

Modules ? Service management ? Reports ? Invoices ? Invoice proposals

Introduction

This page displays the invoice details of a selected invoice proposal, as well as the full details of the selected invoice proposal. You can also create invoices for the invoice proposal on this page.

Roles and rights

All the users can view the invoice details of the invoice proposals.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the details of an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.

How do I view the details of an invoice?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.
3. Select the Invoice tab.

How do I view the full details of an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.
3. Select the Details tab.

How do I view the documents attached to an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter option.
2. Click  Edit at the row of the required invoice proposal.
3. Select the Documents tab.

How do I generate an invoice for an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.
3. Click Create invoice.

How do I add invoice lines to an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.
3. Select the Invoice tab.
4. Define the fields in the overview such as the item, description, quantity, unit price, and discount percentage.

Keep in mind:

• All fields with the “!” icon are mandatory.
• To add extra invoice lines, click  Insert.

How do I delete invoice lines from an invoice proposal?

1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click  Edit at the row of the required invoice proposal.
3. Select the Invoice tab.
4. Click  Delete.
5. A message “Are you sure you want to delete this record?” will be displayed.
6. Click OK.

Related document

• Service management