Filtering the outgoing invoices list
With every invoice you create in TOM a new item is created in the Outgoing Invoices list.
Options for calling finance items by various criteria:
|•||Open invoices: all items that have no entry in Payment date|
|•||Periodical: Month / Quarter / Year. After setting the period click on either "Invoices" or "Payments" !|
|•||Quick search: the search fields are text, invoice date, invoice no.|
|•||For a better overview use the Sorting functions: click on the column titles.|
Booking payment for an open item
In order to enter the payment date and amount for an open invoice:
|•||Open the item in the editing section by clicking on a list row|
|•||Click the button in the editing section ; the amounts are copied from the 'invoice creation' section by default. |
|•||In case the paid amount differs from the invoiced amount (e.g. differences in currency exchange) this amount can be edited. |
Note: Should you receive a partial full amount only you may enter it here while leaving the payment date empty . The item will thereby stay 'open'.