To Edit and Print Purchases Invoices

Overview: 

To edit a Purchase Invoice, highlight the invoice from the Purchase Invoice Page, and select "Open" option appearing on the record.

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The Purchase Invoice appears. You can edit a Detailed Purchase Invoices and press save to post the changes.

 

Note: You can edit Notes, split notes, ref no, account manager and addresses of a Purchase invoice. Other fields are editable only if the Purchase invoices are not allocated against Payments / Purchase credit note, or VAT of the Invoice is not returned or the Purchase Invoices date does not fall within locked period date.

 

To Print a Purchase Invoice

Surf Accounts provides facilities to print a Purchase Invoice. Before you print a Purchase invoice, design the Purchase Invoice template. To know, about template design, click here. To print a Purchase Invoice, highlight the record from the Purchase Invoice browse. Press the Print option appearing below the record or the print option appearing from the toolbar. You can select the invoice number to print the Purchase Invoice.

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Invoice Preview Page appears. The header information and detailed information appearing in preview page depend on the template designed. 

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The Preview page has the following three options:
 
Print: Select the Print option to send the Purchase Invoice to the local / or network server for a printout or save it as a pdf on your local system.
Save: Select the Save option to download the Purchase Invoice as PDF in your local system.
Email: Select the email option to send the Purchase Invoice as an Email attachment to the customer or any other email recipient. The following popup appears.
 
From: The sender’s email address appears here. By default, the login user’s email id appears. This is a read only field.

To: the recipient’s name appears here. By default, it populates supplier’s email address, if the email address is not recorded earlier, this field appears blank.

CC/ BCC: Add the recipient’s email address to which you wish to send a copy of the Purchase Invoice.
Subject: By default, the subject populates the Purchase Invoice No along with the business name. 
Email body displays the email body format you have already designed through email template.
Close: Press Close to abort from email option.
You can create a standard template of the email body as Email template in Surf Accounts.

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