invoice

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invoice [2026/04/15 09:22] – chillhubadmininvoice [2026/06/11 04:21] (current) – chillhubadmin
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       * {{mdi>dots-horizontal?24}} More actions:       * {{mdi>dots-horizontal?24}} More actions:
         * {{mdi>currency-usd?24}} **Update Cost Status**: Recalculates the cost for invoices marked with a **Shortage** cost status within the current month.         * {{mdi>currency-usd?24}} **Update Cost Status**: Recalculates the cost for invoices marked with a **Shortage** cost status within the current month.
-        * {{mdi>cloud-sync?24}} **Sync e-Invoice Status**: Retrieves the latest validation status for invoices with a **Submitted** or **Error** e-Invoice status within the current month.  +        * {{mdi>cloud-sync?24}} **Sync e-Invoice Status**: Retrieves the latest validation status for invoices with a **Submitted** e-Invoice status within the current month.  
         * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.         * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.
         * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.         * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.
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   * **Date**: The date the invoice was issued.   * **Date**: The date the invoice was issued.
   * **Customer**   * **Customer**
-    * **Anonymous Sales**: A sales transaction where customer details are not known (e.g. walk in purchases). By enabling this option, this invoice will be submitted as consolidated e-Invoice.+    * **Anonymous Sales**:  
 +      * A sales transaction where customer details are not known (e.g. walk in purchases). By enabling this option, this invoice will be submitted as consolidated e-Invoice.
       * //A consolidated e-Invoice will be automatically submitted **7 days after** this option is selected and the invoice is marked as Issued.//       * //A consolidated e-Invoice will be automatically submitted **7 days after** this option is selected and the invoice is marked as Issued.//
       * //Within this 7-day period, you may **uncheck the consolidated and anonymous flags** and **update customer information** if the customer later requests an individual e-Invoice.//       * //Within this 7-day period, you may **uncheck the consolidated and anonymous flags** and **update customer information** if the customer later requests an individual e-Invoice.//
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       * Activate Multi-currency add-on in the subscription plan to select foreign currencies.       * Activate Multi-currency add-on in the subscription plan to select foreign currencies.
     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
   * **Accounting**: Assign accounts for the invoice. By default, accounts are determined based on **Account Charts > Account Rules**    * **Accounting**: Assign accounts for the invoice. By default, accounts are determined based on **Account Charts > Account Rules** 
     * **Accounts Receivable Account**: Tracks outstanding payments from customers.     * **Accounts Receivable Account**: Tracks outstanding payments from customers.
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       * Updates to Taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.       * Updates to Taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
     * **Original Total Excl. Tax**: The original total amount of the invoice excluding tax before the adjustment.     * **Original Total Excl. Tax**: The original total amount of the invoice excluding tax before the adjustment.
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       * Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate.       * Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
       * Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss.       * Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss.
     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).
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       * Once cancelled, the invoice will become **read-only**.        * Once cancelled, the invoice will become **read-only**. 
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 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • invoice.1776244964.txt.gz
  • Last modified: 2026/04/15 09:22
  • by chillhubadmin