In the collection order panel, click Edit invoice lines to change amounts, invoice numbers, descriptions and dates, and to add or remove lines.
How to do it
- Open the collection order and click Edit invoice lines in the Invoices section.
- Click the arrow in front of a line to show the fields: Type, Amount, Invoice number, Description, Invoice date, Due date.
- Change the fields. For Type, choose from:
| Type | Use |
|---|---|
| Principal | The original invoice amount |
| Payment | A payment received (lowers the outstanding amount) |
| Collection costs | Costs that you charge |
| VAT | VAT on costs |
| Interest | Interest on the outstanding amount |
| Transaction costs | Costs of the payment |
| Credit | A credit (lowers the outstanding amount) |
| Payment difference | Write-off of a small difference |
| Other | Anything that does not fit the other types |
- Click Add invoice line for a new line, or Remove line (bin) to delete a line.
- Check the Total at the bottom and click Save invoices.
Good to know
- The header shows "{subject} · collection order {reference}" so you know for sure which collection order you are editing.
- A change updates the outstanding amount right away. Next messages show the new amount, and paylinks the customer already has also show the new amount right away.
- A payment that comes in through the payment page is booked automatically; do not add it a second time.