Create invoices
Questions:
- How can I create an invoice?
- How can I edit an invoice?
Description:
With the TYRIOS order app, TYRIOS includes a comprehensive order management system that allows you to create invoices in just a few clicks. We support input on both desktop PCs and mobile devices such as mobile phones.
From a TYRIOS perspective, invoices are nothing more than simple documents with a specific document type. The properties of the document type can be set via the document type management. On delivery, an invoice generates a turnover and displays the invoice amount. It does not have to have a stock, so an invoice does not necessarily change the stock level.
Solution:
There are basically two ways to create invoices. From an order or manually. We generally recommend the procedure using an order, as this makes the order the central processing centre where you can see all the documents derived from it in one place. The order is created manually or - via the online shop - fully automatically. This reduces the necessary steps to just a few clicks.
Creating an invoice from an order
- As a user with extended rights, go to the customer area > Order management
- Click on "Manage orders" in the "Manage orders" area
- Search for the desired order and click on the desktop icon to display the order details
- You will now find the function "Create document from order" in the action area - provided you have the appropriate rights.
- Click to automatically create a new receipt, whereby all items of the order are transferred and linked to each other. Costs / discounts for payment methods are stored as independent items (with tax rates stored for the payment method).
After saving, the document is linked to the order and can be viewed and edited at any time via the order view. All outgoing emails are also recorded in the order's email communication.
Creating a manual invoice
- As a user with extended rights, go to the customer area > Order management
- In the "Manage receipts" area, click on "Create receipt manually".
- You will be taken to the same voucher editor, but can now enter all items manually. No link to an order is created.
Tips and Tricks:
If you create a document from an order, the order is the leading data source. You can therefore not change the individual amounts of the items. They are greyed out accordingly. However, you can add new items or remove items at any time. Please note that these changes are not transferred to the order.
By linking the document to the order, TYRIOS is able to record which items have already been delivered or invoiced and in what quantity. This control is not possible for manually stored items and you have to monitor the items manually. It is therefore advisable to process the order itself if necessary.