Invoices & Credit Notes
Invoices
Invoices are raised through the consignment module.
Using the menu on the left-hand side you can see:
- Draft Invoices
- Open Invoices
- Overdue Invoices
- Completed Invoices
You can change the status of an invoice.
Once the invoice is settled, the total is removed from the Invoiced Balance on the account the invoice is attached to. The same is true in the invoice is voided.
You can generate a PDF version of the invoice which, once compiled, will be attached to the consignment and can be issued to the customer.
Once and invoice has been issued, it cannot be voided. A credit note wil have to be raised if the invoice is has been raised in error.
XERO INTEGRATION
Invoices are synced with Xero when they are issued.
The invoice reference is set to the consignment reference unless the customer PO number is set on the instructions screen.
Credit Notes
Credit notes are identical to invoices.
The only difference is that the total for a credit note is negative.
Related Articles
Create a Sales Invoice
This guide explains how to create and issue a sales invoice from a consignment in CocoonOPS. Before creating a sales invoice, make sure you have added both the costs and revenue to the consignment on the rates tab. Creating Invoices Only users with ...Notes
Notes Notes can be attached to quotes. The whole history of the notes attached to the quote is available under the NOTES tab. If logging for important changes is turned on for your instance, the audit trail will be included in the notes. Here you ...Credit Limits
Account credit limits help you manage the risk that your business is exposed to by making it easy to see how much customers are spending. Soft Credit Limit Reaching the soft limit will generate warning messages. The soft credit limit will not prevent ...Automate or Manually Send Invoices Efficiently
Managing Invoice Emails: A Guide to Sending Invoices to Customers Sending invoices to customers is a critical part of the billing process, and many users have expressed confusion about how to ensure invoices are delivered efficiently and reliably. ...Common Xero Exceptions
Here you will find a list of common exceptions that raised by the system's integration with Xero. Exceptions for Sales Invoices / Credit Notes These are common exceptions generated when syncing a sales invoice or credit note with Xero. To resend a ...