107 lines
3.8 KiB
ReStructuredText
107 lines
3.8 KiB
ReStructuredText
.. _Invoicing customers:
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Invoicing customers
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===================
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If your `Company <company:model-company.company>` has sold some things and
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you want to issue an invoice to the customer, then in Tryton you need to
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create a customer `Invoice <model-account.invoice>`.
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.. tip::
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Tryton provides additional modules that can be used to automatically create
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customer invoices.
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These modules normally create draft invoices for you with almost all the
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data already filled in.
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If you need to manually create a new customer `Invoice <model-account.invoice>`
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you will need to enter in a few details such as the name of the
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`Party <party:model-party.party>`, the
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`Currency <currency:model-currency.currency>` and the lines that make up the
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invoice.
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Most of the other fields are optional or have sensible default values.
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.. tip::
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If the invoice you want to create is almost the same as an existing
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invoice then you can use the :guilabel:`Duplicate` item from the form's
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menu to avoid creating it from scratch.
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You should post the invoice before you issue it to your customer.
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Once the invoice has been posted the `Invoice report <report-account.invoice>`
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can be printed out or saved, and sent to your customer.
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.. tip::
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The *Invoice report* generates a *Pro forma invoice* for invoices that are
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validated, but not yet posted.
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.. tip::
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The *Invoice report* is saved for posted customer invoices.
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This means that each time you print, you will get an identical copy unless
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you print using :guilabel:`Invoice (revised)` which generates a new, updated
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copy and archives the previous one.
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.. _Handling supplier invoices:
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Handling supplier invoices
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==========================
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Supplier `Invoices <model-account.invoice>` are issued to your
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`Company <company:model-company.company>` by a supplier for things that you
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purchase.
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For each invoice that you receive you need a new supplier invoice in Tryton.
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.. tip::
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Tryton provides additional modules that automatically create, or help
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create, supplier invoices.
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If you are using these modules then the supplier invoices or invoice lines
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are often automatically created for you.
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.. tip::
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If the invoice you want to create is almost the same as an existing
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invoice then you can use the :guilabel:`Duplicate` item from the form's
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menu to avoid creating it from scratch.
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Once you have created, or found, the supplier invoice on Tryton you should
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check that it matches the one provided by the supplier.
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If you see any differences due to the way the taxes have been calculated
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then these can be fixed once all the lines are entered.
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You can do this by manually changing the tax amounts on the supplier invoice
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on Tryton.
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When you are happy the supplier invoice is correct, and it matches the one
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on Tryton you can post it.
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.. _Paying an invoice:
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Paying an invoice
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=================
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Each `Invoice <model-account.invoice>` tracks how much still needs to be paid.
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Once an invoice has been fully paid it automatically updates its state to
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indicate that it is now paid.
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If you are manually registering payments against invoices, you must configure
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at least one `Payment Method <model-account.invoice.payment.method>` then you
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can use the invoice's :guilabel:`Pay` button to run the `Pay Invoice
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<wizard-account.invoice.pay>` wizard and register a cash payment against the
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invoice.
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When doing this you will need to have already setup an appropriate
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`Invoice Payment Method <model-account.invoice.payment.method>`.
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This then makes it easy to use consistent
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`Journals <account:model-account.journal>` and
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`Accounts <account:model-account.account>` when manually entering payments.
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.. note::
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Some of the other accounting modules allow you to automatically register
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payments against invoices.
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So, if you are using those modules you will not normally need to do this
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manually.
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