Old Invoices/ Proformas: Difference between revisions

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[[image:Oldmediainvoice.jpg]]
[[image:Oldmediainvoice.jpg]]


This option allows us to reprint old invoices or invoices that have already been generated. Various formatting options are available on this page.
'''Reprint old invoices or invoices that have already been generated.'''


=== Invoice No. ===
===Invoice No.===
Reprint either a single invoice or multiple invoices simultaneously.


NEOSYS allows the user to reprint either a single invoice or multiple invoices simultaneously. A single invoice can be reprinted by entering the invoice number in this field and in the event of reprinting multiple invoices the numbers will have to be separated by commas or spaces. A series of invoices can be reprinted by entering the range of the invoice numbers.
A single invoice can be reprinted by entering the invoice number.


Examples
Multiple invoices can be reprinted by typing the invoice numbers separated by commas or spaces.


Separation by commas - 22012,22013,22014
A series of invoices can be reprinted by entering the range of the invoice numbers.


Separation by spaces - 22012 22013 22014
Or the last invoice by leaving the Invoice No field blank.


Specifying range    - 22010-22020
Examples:
Separation by commas - 22012,22013,22014
Separation by spaces - 22012 22013 22014
Specifying range    - 22010-22020
 
===and/or Dates / Period===
 
Select a date or period range to print all raised invoices.


=== Costs ===
=== Costs ===
*Cost to Client
*Cost to Client
Reprints the client invoice.
Reprints the client invoice.


*Cost to agency
*Cost to agency
Reprints the cost invoice. The cost invoice is always in the base currency regardless of the invoice currency.
Reprints the cost invoice. The cost invoice is always in the base currency regardless of the invoice currency.


*Both
*Both
Reprints the client invoice as well as the cost invoice separately.  
Reprints the client invoice as well as the cost invoice separately.  


=== Type ===
=== Type ===
*Duplicate
Issue a duplicate copy of the invoice. This is the default option.


*Duplicate
*Original
This is used when a copy of the original invoice is required which is as good as the original invoice.


Issues a duplicate copy of the invoice. This is the default option.
This could be used when an invoice has been misplaced or needs to be resent to the client for some reason.


*Original
=== Stationery ===


This is used when a copy of the original invoice is required which is as good as the original invoice. This could be used when an invoice has been misplaced or needs to be resent to the client for some reason.
Option to choose to reprint with or without letterhead.


=== Company ===
=== Company ===
Filters the data for a particular company and would print only those invoices that have been issued under that Company name.
Filters the data for a particular company and would print only those invoices that have been issued under that Company name.


=== Year ===
=== Year ===
Some agencies have their invoice numbers configured to reset every year. For example, if the start invoice number is set to '100', at the beginning of each year the invoice numbers would start with 100. This would result in similar invoice numbers which are only distinguished by the year of creation,eg. 1234/2006, 1234/2007 are two different invoice numbers.
Some agencies have their invoice numbers configured to reset every year. For example, if the start invoice number is set to '100', at the beginning of each year the invoice numbers would start with 100. This would result in similar invoice numbers which are only distinguished by the year of creation,eg. 1234/2006, 1234/2007 are two different invoice numbers.


You can enter the year the required invoice was created to reprint the precise invoice.
Enter the year the required invoice was created to reprint the precise invoice.


=== Update Despatch Date ===
=== Update Despatch Date ===
Option to add/update the despatch date of an invoice. This field is used to enter the dispatch date of invoices which can be configured to appear in the client's statement of accounts available in NEOSYS Finance.


Allows you to enter or update the despatch date of the invoice.
See [http://userwiki.neosys.com/index.php/Using_NEOSYS_Agency_System#How_to_despatch_an_invoice.3F How to despatch an invoice]
 
See [[Where can I view the despatch date of existing invoices?]]

Latest revision as of 13:06, 8 August 2023

Oldmediainvoice.jpg

Reprint old invoices or invoices that have already been generated.

Invoice No.

Reprint either a single invoice or multiple invoices simultaneously.

A single invoice can be reprinted by entering the invoice number.

Multiple invoices can be reprinted by typing the invoice numbers separated by commas or spaces.

A series of invoices can be reprinted by entering the range of the invoice numbers.

Or the last invoice by leaving the Invoice No field blank.

Examples:
Separation by commas - 22012,22013,22014
Separation by spaces - 22012 22013 22014
Specifying range     - 22010-22020

and/or Dates / Period

Select a date or period range to print all raised invoices.

Costs

  • Cost to Client

Reprints the client invoice.

  • Cost to agency

Reprints the cost invoice. The cost invoice is always in the base currency regardless of the invoice currency.

  • Both

Reprints the client invoice as well as the cost invoice separately.

Type

  • Duplicate

Issue a duplicate copy of the invoice. This is the default option.

  • Original

This is used when a copy of the original invoice is required which is as good as the original invoice.

This could be used when an invoice has been misplaced or needs to be resent to the client for some reason.

Stationery

Option to choose to reprint with or without letterhead.

Company

Filters the data for a particular company and would print only those invoices that have been issued under that Company name.

Year

Some agencies have their invoice numbers configured to reset every year. For example, if the start invoice number is set to '100', at the beginning of each year the invoice numbers would start with 100. This would result in similar invoice numbers which are only distinguished by the year of creation,eg. 1234/2006, 1234/2007 are two different invoice numbers.

Enter the year the required invoice was created to reprint the precise invoice.

Update Despatch Date

Option to add/update the despatch date of an invoice. This field is used to enter the dispatch date of invoices which can be configured to appear in the client's statement of accounts available in NEOSYS Finance.

See How to despatch an invoice