View a project invoice (PDF) in InSite

You can view a project invoice in InSite. You can also use this method to view subscription invoices en logistics invoices in InSite. InSite shows the PDF of the invoice if you selected the Save in client record check box when you generated the invoice and if it has been journalised. 

Apart from generating the invoice, it is also possible that you have saved the invoice in the dossier using the print wizard, or from the entry layout.

During the journalising process, Profit adds the dossier item with the PDF of the invoice to the dossier of the financial invoice. This means that you can only view the PDF of the invoice after the invoice has been journalised.

Note:

  • During the journalising process, the dossier item with the PDF is added only once to the dossier of the financial invoice. If after journalising you reprint the sales invoices and place it in the dossier, Profit will not add it to the dossier of the financial invoice.
  • InSite shows the PDF file on the invoice page if it has been linked as an attachment and the Page type - Document (Profit) check box has been selected.

To view an invoice in InSite:

  1. Open the site.
  2. Log on with the user name and password.
  3. Click on: OK.
  4. Click on: Relations.
  5. Click on: Debtors.

    InSite may have been configured differently for you, in which case the description of the action will deviate, for example Verkooprelaties.

    You can use the quick filter to search for the correct sales contact.

  6. Open the properties of the debtor.

    Under the Go directly to button, you can open the links for the organisation.

  7. Click on: Go directly to / Invoices.

    If the invoice (the so-called ‘logistic' invoice) has been journalised, InSite will display the financial invoice data and the PDF of the invoice.

    If the invoice has not yet been journalised, InSite does not display a PDF, however, it does display the invoice data (invoice number and date and order number) of the logistic invoice.

Directly to

  1. Project invoicing
  2. Configure project invoicing
  3. Approve the actual costing and report it ready
  4. Instalments
  5. Configure a 'G'-account
  6. Automatically generate project invoices
  7. Manually add project invoices
  8. Instalment invoicing
  9. Issue project invoices using the Output action
  10. Issue project invoices using the Print action
  11. E-mail a project invoice
  12. Change project invoices
  13. Credit a project invoice
  14. Collectively delete project invoices
  15. Journalise project invoices
  16. View a project invoice in InSite
  17. Distribute the project invoice turnover across multiple periods
  18. Carry sales invoices and revenue entries forward