Sales invoices sent to customers are occasionally lost, requiring that you send a new invoice to the customer.Invoices may become lost due to incorrect or incomplete address information, becoming lost in the mail, or being misplaced by the recipient.In the case of large organisations, it is often important to address the invoice to the correct department/person/etc.The EDI IDs of e-invoices can be sent to ensure that the invoice is directed to the correct department.
Procountor offers several methods of resending invoices.The methods presented below can be used regardless of whether the invoice channel is Mail, E-mail or Electronic invoice.You may have to change the recipient’s information or due date on the invoice before resending it.The three methods presented below enable the resending of invoices to addresses that are different to the original address.You can enter a new due date agreed on with the recipient in the Seller’s notes field on the invoice, either on the Special situations page of the sales invoice, in the Seller’s notes of Collection letters, or by choosing Notes from the menu opened from the right mouse button menu in the Search view.
The Send function in the Search view
In the Search function, you can right-click on a row in the search results and choose Sendfrom the menu.You can use this function to resend sales invoices with Mail, E-mail or Electronic invoice as the invoicing channel.An invoice identical to the original will be sent to the same address, via the same invoicing channel.This is the easiest way to resend a sales invoice, but this function cannot be used if you need to edit the invoice details.
Crediting the invoice and creating a new invoice
You can copy the original invoice to a credit invoice that will balance out the original sales invoice.You must set the status of both invoices to Marked paidon the Special situations page of the sales invoice.Then, copy the original invoice again, make any changes required to the invoice channel, address, invoice date, due date, etc. and replace the original invoice with this copy. This method involves a fair amount of work, but is the only option if you need to edit the invoice details in Procountor.
Saving the invoice in PDF format and sending it as an e-mail attachment
You can open the invoice in PDF format and save it to a file.You can then send the file to the recipient as an e-mail attachment.This method provides the recipient with an invoice identical to the original and enables it to be sent to an e-mail address whose correctness/functioning has been verified.If the invoice included file attachments, you must remember to attach these separately to the e-mail. This is a quick method of providing the recipient with a replacement sales invoice, but cannot be used if you need to edit the invoice details.