Maintaining Invoices

Sales Invoices can be maintained via the DB Invoice form, which can be accessed from the Financials menu by selecting Debtors > DB Vouchers > DB Invoice:

To view an existing Invoice, add the reference number to the  field and click on the  button.

Alternatively you can search for an existing Invoice by clicking on the Find Invoice button located immediately to the right of this field: .  The DB Find Invoice form will be displayed, which is further detailed in the Find Invoice section.

The Invoice details will then be added to the form:

Amendments can be made to some non-grey fields on the form or to the Lines within any Grid that is displayed at the bottom of the form.

The buttons on this form are:

• : Clicking on this button will save any further changes to the form, including any changes to the Lines in the Grid.
• : Clicking on this form will delete the Invoice.

• : Clicking in this button will clear the screen and no changes made will be saved.
• : If enabled clicking on this button will allow you to add further Lines to the Grid at the bottom of the form.  If there is no Grid, clicking on this button will create a Grid.
• : This functionality is not currently
• : This button will be enabled if the Status field is at  and clicking on this button will either authorise the Invoice or move it to  if further authorisation is required.  If the Status field is at  this button will only be available if your user settings allows you authorise Credit Notes.
• : Clicking on this button will provide you with options to adjust the invoice.  This is further detailed in the Invoice Adjustment section.
• : This button is not enabled as the functionality is not currently available.
• : Clicking on this button will open a DB Print Status form.
• : Provides the invoice document that has been printed.
• : Clicking on this button will open another screen detailing audit information on the Invoice.  This is further detailed in the Audit Info section.
• : Clicking on this button will allow you to add a note to the Invoice.  Where this button is displayed as  there are existing notes that can be viewed.  Notes are further detailed in the Notes section.
• : Clicking on this button will open the DB Invoice Enquiry screen that provides full details of the Invoice.  This is further detailed in the Invoice Enquiry section.
• : Clicking on this button will create a duplicate of the Credit Note.  This will allow you to create Credit Notes with similar details.