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Detail view with functions

(Factura - Documents: from offer to delivery note)
 

Topics in overview:

Article management 
Documents: from offer to delivery note
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Related topics:

Creating a Factura document 
direct: Creating an invoice 
Search in Factura documents  Factura document templates  Detail view with functions 
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On this page:

Overview 
Credit notes 
Offers 
Delivery notes 
Order confirmations 
Pro forma invoices 
Invoices 
Commission 

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Overview

(Detail view with functions)

When you display documents in Factura, you will first see an overview, normally of the invoices. All the other Factura documents are found in the gray tabs, whose order can be changed by drag and drop.

 
​Various functions are available for each document, i.e. each line of the overview:

a) Clicking a field within a line opens the window with the detail view for the respective document.

b) Use the EDIT button to open the editing window for the document. This EDIT button is also available in the detail view.

c) Use this button to clone a document - e.g. to create a modified offer for a customer that only requires a minor change.

d) Use the recycle bin icon to delete a document, if the WBS permits. It is not possible, for example, to delete a finalized (paid) invoice.


 
The opened detail view of a document also offers various functions:

e) The multi-function menu. You might already be familiar with this menu from the CRM's detail view for contacts. This, too, is contained here - see g).

f) This area contains the document master data. Due to the different nature of the documents, it looks somewhat different for each document type.

g) Here you can see the contact master data. You can access the CRM's detail view via the multi-function menu of the contact, where you can edit the contact data directly. It is, however, not possible to return to this screen from there. In such a case, switch back to this module via the icon in the WBS header.

h) Here you can see the articles contained in this document.

 

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Offers

(Detail view with functions)

The multi-function menu shown in the screenshot offers the following functions (from left to right):

EDIT - edit the master data of the offer, including the contained articles. 

PDF - display the offer in browser as PDF.

$+ - create new document from the offer - you can only choose documents that make sense in this context - thus no reminders or credit notes are possible, for example.

Warning triangle - cancel the offer

 


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Order confirmations

(Detail view with functions)

a) The multi-function menu shown in the screenshot offers the following functions (from left to right):

PDF - display the order confirmation in browser as PDF
$+ - create new document from the order confirmation - you can only choose documents that make sense in this context - thus no offers are possible, for example

b) This is where previously created reminders associated with this order confirmation are displayed

c) Here you can see the document that this order confirmation is based on. 


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Invoices

(Detail view with functions)

Invoices have different detail views for the multi-function menu, depending on their status. 

a) Here you can see the multi-function menu for an invoice that has not yet been finalized:

The following functions are available (from left to right): 

$ with green checkmark - marks the invoice as paid. 
Bell - create reminder. 
PDF - display the invoice in browser as PDF
$+ - create new document from the invoice - you can only choose documents that make sense in this context - thus no offers are possible, for example
Warning triangle - cancel the invoice

b) This is where previously created reminders associated with this invoice are displayed

c) Here you can see the document that this invoice is based on


 
Once an invoice has been finalized, i.e. paid, it can no longer be changed. That is why an invoice with this status has its own multi-function menu: 

d) The following functions are available (from left to right)

$ with green checkmark - marks invoice as unpaid. 
Bell - create reminder
PDF - display the invoice in browser as PDF
$+ - create new document from the invoice - you can only choose documents that make sense in this context - thus no offers are possible, for example
Warning triangle - cancel the invoice

 

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Credit notes

(Detail view with functions)

Credit notes have different detail views for the multi-function menu, depending on their status

a)  Here you can see the multi-function menu for a credit note that has not yet been finalized:

The following functions are available (from left to right):

$ with green chackmark - marks the credit note as paid. 
Bell - create reminder
PDF - display the credit note in browser as PDF 
$+ - create new document from the credit note - you can only choose documents that make sense in this context - thus no offers are possible, for example
Warning triangle - cancel the credit note

b) This is where previously created reminders associated with this credit note are displayed

c) Here you can see the document that this credit note is based on.


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Delivery notes

(Detail view with functions)

a) The multi-function menu shown in the screenshot offers the following functions (from left to right):

PDF - display the delivery note in browser as PDF
$+ - create new document from the delivery note - you can only choose documents that make sense in this context - thus no offers are possible, for example

b) This is where previously created reminders associated with this delivery note are displayed

c) Here you can see the document that this delivery note is based on


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Pro forma invoices

(Detail view with functions)

The viewing details for pro forma invoices are the same as for invoices. The multi-function menu, too, changes in the same way as for invoices.  


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Commission

(Detail view with functions)

As the final link in the chain of documents, no further documents can be created on the basis of a commission calculation.

For this reason, the respective button is not available in the multi-function menu.

a) The menu contains the following functions:

$ with green chackmark - marks the commission calculation as paid
PDF - display the commission calculation in browser as PDF
Warning triangle - cancel the commission calculation

b) This is where previously created reminders associated with this commission calculation are displayed

c) Here you can see the document that this commission calculation is based on.


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