Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

For sales invoices, we store to the archive all formats of the transaction that exists in OpusCapita. We also store all sales invoices for the invoice sender, no matter where from, or how the invoice has been sent to the recipient. 

Searching sales invoices 

Choose sales invoices tab from the top.

  1. From the Company/Seller drop-down menu, select the desired company. 

  2. Search in text - field can be used to do a “wild card search”, for a value existing in the structural data of the invoice(s)

  3. More search options can be found if you click on the More search options:

    • If you want to search for only certain type of invoices, choose the valid option from Invoice Type 

    • Possible options are invoice/credit note 

    • If you want to search with the invoice number of a transaction, fill it into Invoice Number - field 

    • If you want to search all invoices that have been processed through a certain channel, choose the wanted value from Channel. Possible options are Paper/email/einvoice  

    • If you want to search for invoices issued on a certain date, fill in the date to Issued Date-field

    • If you want to search invoices that have been processed through OpusCapita on a certain dates, fill in the date-range to Processing Date 

    • If you want to search invoices for  a certain receiver, fill in the receiver value to the Customer/Receiver-field. Possible options are name/customerid/Vat ID/eInvoice address 

    • If you want to search with Payment Reference, fill it into the Payment Ref-field 

Search results

  • Customer Number: Customer number for the receiver, issued by the seller 

  • Receiver: The receiver of the invoice 

  • Invoice Number: The invoice number of the invoice 

  • Payment Ref: The payment reference of the invoice 

  • Issued: Date when invoice was issued 

  • Due: The due date of the invoice 

  • Type: The type of the invoice: Invoice/Credit note 

  • Channel: The channel through which the invoice was sent 

  • Amount: The total amount of the invoice 

 

If you want to open the invoice as a PDF, click PDF. 

When you want to see more details on a specific invoice, Click the Open-button on the right side of the invoice information. The invoice opens showing the details.  

From the “Print this page”, you can print all the results shown. From “Download, you can download the wanted data formats of the invoice. 

 

  • No labels