Preliminary Remarks
Individual invoices can be processed in various ways.
They can be resent, downloaded, canceled or corrected.
All changes made here only affect this one invoice and will not be applied to future invoices.
Edit and manage invoices
Action Bar
The following actions can be carried out in the action bar:
1 Resend Invoice
The selected invoice will be resent to the customer e-mail address stored.
2 Cancel Invoice
The selected invoice is canceled.
In the dialog box, you can set whether the customer should be informed of the invoice cancellation by e-mail. If it is a subscription, the subscription can optionally be canceled immediately or on the next regular date. The cancellation invoice appears in the invoice list after saving. The amount already paid will be automatically refunded to the end customer via the corresponding PSP (except in the case of payment by invoice). Refunds are logged in the Log Center.
More information on calculating the partial amount >> How are residual amounts calculated in Frisbii Media?
3 Edit Invoice
The selected invoice can be corrected. After the saving process, the correction invoice appears in the invoice list. The amount already paid is automatically refunded to the end customer via the corresponding PSP (except for payment by invoice). Refunds are logged in the Log Center.
Editing an invoice cancels the existing invoice and triggers both a cancellation invoice and a correction invoice.
Invoice items:
Here you can enter either the discount in % or in €.
Note: The discount granted is valid once for this one invoice and not for subsequent invoices!
The delivery address can be changed by clicking on the arrow.
General information:
Here you can edit the invoice address and add/edit an order indicator if necessary. You can also set whether the customer should be informed of the invoice correction by e-mail.
4 Change Payment Status
For invoices with payment on invoice, the payment status can be manually changed from open to paid.
5 Download invoice
The invoice can be downloaded as a PDF.
6 Download XRechnung
The XRechnung can be downloaded as a PDF if the form for electronic invoice settings has been completed in the client.
7 Download Payment Receipt
The payment receipt (if activated) can be downloaded as a PDF. A payment receipt is a simplified version of an invoice, specifically designed for B2C business cases.
Payment receipt is a module subject to a fee which can be activated in the contracting company.
8 Resend Payment Receipt
The payment receipt (if activated) can be resend to the customer by email.
Payment receipt is a module subject to a fee which can be activated in the contracting company.
Activities
Changes on invoices can be viewed in the tab Activities. A new activity can be added manually by clicking on + Add an Activity.
