Managing temporary invoices lines

DMF 040902 PURCHASES TEMPORARY INVOICES MODIFY

Lines can be added to a temporary invoice:

Prerequisite: The temporary invoice must be in the To be processed state.

1 From the Lines section on the temporary invoice, click on + Line.
2 Specify the fields of the line.

Reference

Fore more information about the fields of the line, see Lines.

3 Save.

The line is added to the temporary invoice.

DMF

040920 PURCHASES TEMPORARY INVOICES DUPLICATE
1 From the Lines section of the temporary invoice, click on in the Actions column of the line to duplicate.

The creation form of the line opens with the information retrieved of the origin line.

2 Modify if needed the information of the new line.

Reference

Fore more information about the fields of the line, see Lines.

3 Click on Save at the bottom of the screen.

The line is duplicated.

1 From the Lines section of the temporary invoice, click on in the Actions column to view the details of a line.
2 Modify the desired information then click on Validate.
3 Click on Save at the bottom of the screen.

The line is modified.

The following fields can be directly modified from the lines table:

  • Label;
  • Additional label;
  • Quantity;
  • Unit price;
  • Pre-tax total;
  • Discount.

These fields are identified with the icon in the lines table in order to easily spot them.

To modify one of these fields:

1 Double-click on the desired field from the table of the lines.
2 Specify the new value to apply.
3 Click on or press Enter then Save at the bottom of the screen.
DMF

040903 PURCHASES TEMPORARY INVOICES DELETE LINES OF TEMPORARY INVOICE

Prerequisite: The temporary invoice must be in the To be processed state.

1 From the Lines section of the temporary invoice, check the lines to delete then click on .
2 Click on Yes and save.

The lines are deleted from the temporary invoice.