Processing options for invoices

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 the save process. 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. Correct 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 .

• Area 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.
  

• Area 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. Download invoice: The invoice can be downloaded as a PDF.

5. Download XRechnung: The XRechnung can be downloaded as a PDF if the form for electronic invoice settings has been completed in the client.

Activities

Changes and invoices can be viewed in the tab Activities . A new activity can be added manually via the large plus (+).