The Invoice Preview interface is a pivotal component within SIX ERP, designed to offer users a detailed overview of invoices at a glance. This interface is segmented into several distinct sections, each providing specific information and functionalities related to the invoice. This manual will guide you through these sections, explaining their features and how they contribute to efficient invoice management.
The header prominently displays the Invoice Number, acting as a unique identifier, alongside the Invoice Status, indicating the current state of the invoice (e.g., Paid, Unpaid, Overdue). In scenarios involving overdue invoices, this section also details how long the invoice has been overdue, assisting in tracking and prioritizing actions for overdue payments.
Invoice Number: Serves as the invoice's unique identifier.
Invoice Status: Indicates whether the invoice is paid, unpaid, or overdue.
Overdue Information: Provides details on the duration of overdue invoices.
The Horizontal Menu dynamically expands to reveal a variety of functionalities crucial for comprehensive invoice management, including:
Tasks: Assign tasks related to the invoice.
Activity Log: View a comprehensive log of all activities pertaining to the invoice.
Reminders: Set reminders for upcoming actions or due dates.
Notes: Add and manage notes for additional invoice details.
Sent Invoice Tracking: Icons indicating whether the invoice has been sent and if it has been opened by the recipient.
Expand Menu Icon: Allows users to expand the invoice preview to full screen for a more detailed view.
The Action Bar contains buttons and icons for direct interaction with the invoice, such as:
Edit Invoice: Modify invoice details.
Payment Button: Record payments received against the invoice.
More Button: Access additional options like changing invoice status.
Create Inventory Delivery Vouchers: Generate stock export vouchers.
Credit Notes: Issue credit notes related to the invoice.
File Attachments: Attach relevant documents or files.
Convert to Delivery Note: Convert the invoice to a delivery note (if applicable).
Mail Icon: Send the invoice via email.
PDF Icon: Preview, print, and download the invoice in PDF format.
Displays all related data entities mentioning or associated with the invoice, such as Customer, Contract, Project, Proforma/Estimate, and Payments. This section helps users understand the invoice's context within the broader business processes.
Contains essential invoice details, including Invoice Dates, Tax Information, Due Dates, Statuses, and Currency, offering a comprehensive overview of the financial aspects of the invoice.
Displays any configured custom field values and/or tags associated with the invoice, allowing for further customization and categorization.
Details the billing information of the invoice receiver, including contact and address details, facilitating accurate and efficient billing processes.
Lists all items or services billed in the invoice, including descriptions, quantities, unit prices, and totals, providing a clear breakdown of the charges.
Includes any notes or messages intended for the client, offering additional information or instructions related to the invoice.
Details the terms and conditions governing the transaction, ensuring both parties are aware of the agreement's specifics.
This section may include additional notes relevant to the invoice or specific shipping information, depending on what is applicable to the transaction.
The Invoice Preview interface within SIX ERP system is designed to offer a detailed and organized overview of invoices, enhancing the management and tracking of financial documents. By familiarizing yourself with each section and its functionalities and data contained herein, you can efficiently navigate and utilize the interface for optimal invoice management.