Validate an invoice
Validation of your invoice is an essential step for an accounting numberto your bill.
After havingcréé an invoice proformaandgenerated your documenton which the tag #NFacture# and#DateFacture# are still present (unless you have set a date during your proforma), you will validate the invoice and the 2 tags will be completed automatically.
2 methods to validate your invoice:
1. 1. Validate the invoice after a final verification of the proforma (recommended method)
- Appointmentin the tabBilling
- Click onInvoices
- Use the filters at your disposal(Status: Proforma, File, Customer, Date etc.)
- Identify your invoice
- Click on theaction buttonat the end of the line on the right
- Click onEdit
- The content of theinvoice proforma
- Click on thebutton with arrow at the bottom right
- Click onRegister and validate
- The window below appears to ensure that you have not mistakenly clicked on the invoice validation button. If you want to validate the invoice and a number is assigned to it,click on the Manage buttonotherwise close the window and the invoice will remain in the proforma invoice status.
Attention: any validated invoice cannot be deleted! Only an invoice cancellation credit can be made to correct a possible error.
- Your invoice is validated. Your invoice now has an assigned number and date.
To download the .pdf version of your invoice:
- Click on the action button at the end of the invoice
- Click onSave the PDF to the driveto directly choose the location where you want to store your invoice in the drive.
- Click onDownload the PDFto download it on your computer.You can also view it.
If you just want to view the invoice, click onSee the invoice document.
The #NFacture# and #DateFacture# have been replaced by the numberof the invoice.
2. Validate the invoice without checking the proforma a last time
The verification of the proforma has already been done, you want to directly validate the invoice.
- Appointmentin the tabBilling
- Click onInvoices
- Use the filters at your disposal(Status: Proforma, File, Customer, Date etc.)
- Identify your invoice
- Click on theaction buttonat the end of the line on the right
- Click onGo toValidate
- The window below appears to confirm deletion. If you want to validate the invoice and a number is assigned to it,click Yesotherwise click No and the invoice will remain in proforma state.
Attention: any validated invoice cannot be deleted! Only an invoice cancellation credit can be made to correct a possible error.
- Your invoice is validated. Your invoice now has an assigned number and date.
To download the .pdf version of your invoice:
- Click on the blue action button at the end of the invoice
- Click onSave the PDF to the driveto directly choose the location where you want to store your invoice in the drive.
- Click onDownload the PDFto download it on your computer.You can also view it.
If you just want to view the invoice, click onView the PDF.
The #NFacture# and #DateFacture# have been replaced by the numberof the invoice.
It is then appropriate tosend it to the customerand place the invoice into statusTo pay.
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