invoice

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
invoice [2026/07/06 09:24] – chillhubadmininvoice [2026/09/29 04:40] (current) – chillhubadmin
Line 5: Line 5:
 === Manage Invoice === === Manage Invoice ===
   * Log on to [[https://app.chillhub.com.my|Chillhub App]]    * Log on to [[https://app.chillhub.com.my|Chillhub App]] 
-  * Navigate the Invoice page by selecting **Menu** -> **Invoice** \\ {{:invoice:invoice_1.jpg?600|}}+  * Navigate the Invoice page by selecting **Menu** -> **Invoice** \\ {{gallery>:invoice:invoice_1.jpg?600x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * {{mdi>magnify}} **Search**: Allows you to search for specific data     * {{mdi>magnify}} **Search**: Allows you to search for specific data
Line 50: Line 50:
     * **City**: The city where the customer is located.     * **City**: The city where the customer is located.
     * **Contact No.**: The contact number for the customer.     * **Contact No.**: The contact number for the customer.
-    * **Terms**: The payment terms agreed with the customer.+    * **Term**: The payment terms agreed with the customer.
     * **External Code**: External reference code used to link this customer to an external accounting system.      * **External Code**: External reference code used to link this customer to an external accounting system. 
     * **Remark**: Any additional notes or remarks related to the invoice.     * **Remark**: Any additional notes or remarks related to the invoice.
     * **Purchase Order No.**: The purchase order number related to the invoice.     * **Purchase Order No.**: The purchase order number related to the invoice.
     * **Quotation No.**: Displays the quotation number related to the invoice.     * **Quotation No.**: Displays the quotation number related to the invoice.
-      * {{mdi>dots-horizontal}}: View or edit the linked quotation. 
     * **Sales Order No.**: The sales order number associated with the invoice.     * **Sales Order No.**: The sales order number associated with the invoice.
-      * {{mdi>dots-horizontal}}: View or edit the linked sales order. 
     * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.     * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.
     * **Total Incl. Tax**: The total amount of the invoice, including applicable taxes and adjustments.     * **Total Incl. Tax**: The total amount of the invoice, including applicable taxes and adjustments.
Line 125: Line 123:
 ++++ General: Key details such as invoice number, date and customer information | ++++ General: Key details such as invoice number, date and customer information |
 == General == == General ==
-\\ {{:invoice:invoice_2.jpg?500|}}+\\ {{gallery>:invoice:invoice_2.jpg?400x0&crop=off&0}}
   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.
Line 198: Line 196:
     * **P/O No.**: The Purchase Order number associated with the invoice.     * **P/O No.**: The Purchase Order number associated with the invoice.
     * **Quotation No.**: The quotation number related to the invoice. (Auto populated if invoice is created from quotation)     * **Quotation No.**: The quotation number related to the invoice. (Auto populated if invoice is created from quotation)
 +      * {{mdi>dots-horizontal}}: View or edit the linked quotation.
     * **Sales Order No.**: The Sales Order number linked to the invoice. (Auto populated if invoice is created from sales order)     * **Sales Order No.**: The Sales Order number linked to the invoice. (Auto populated if invoice is created from sales order)
 +      * {{mdi>dots-horizontal}}: View or edit the linked sales order.
     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the invoice. Defaulted to default SST Rate in Settings     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the invoice. Defaulted to default SST Rate in Settings
     * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the invoice. Defaulted to default SST Type in Settings     * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the invoice. Defaulted to default SST Type in Settings
Line 227: Line 227:
 ++++ Items: Adding and managing products or services in the invoice. | ++++ Items: Adding and managing products or services in the invoice. |
 == Items == == Items ==
-\\ {{:invoice:invoice_3.jpg?500|}}+\\ {{gallery>:invoice:invoice_3.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **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).
Line 252: Line 252:
       * **Total Incl. Tax**: The total amount of the invoice, including tax.       * **Total Incl. Tax**: The total amount of the invoice, including tax.
       * **Total SST**: The Sales and Services Tax (SST) amount applied to the invoice.       * **Total SST**: The Sales and Services Tax (SST) amount applied to the invoice.
-  * **Item Form** \\ {{:invoice:invoice_8.jpg?500|}}+  * **Item Form** \\ {{gallery>:invoice:invoice_8.jpg?400x0&crop=off&0}}
     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns
     * **Type**: Choose the type of item being invoiced:  **Product**, **Product Type**, **Service**, or **Custom**     * **Type**: Choose the type of item being invoiced:  **Product**, **Product Type**, **Service**, or **Custom**
Line 270: Line 270:
       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.
       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
 +      * {{mdi>calculator}}: Opens the **Derive Net Price from Gross (incl. SST)** dialog. //Only shown when the item is SST taxable.//
 +        * **Gross Price (incl. SST)**: Enter the price you were quoted or charged, which already includes SST.
 +        * **Derived Net Price (excl. SST)**: The corresponding SST-excluded price, calculated automatically based on the applicable SST rate.
 +        * Click **Apply** to set this as the item's **Unit Price**. //Because the derived price is rounded to 2 decimal places, re-applying SST to it may not reverse exactly back to the gross price you entered.//
     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.
       * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.       * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
Line 283: Line 287:
     * **Accounting**: Assign accounts for the selected goods or services. By default, accounts are determined based on **Account Charts > Account Rules**      * **Accounting**: Assign accounts for the selected goods or services. By default, accounts are determined based on **Account Charts > Account Rules** 
       * **Revenue Account**: Records income from sales of goods or services.       * **Revenue Account**: Records income from sales of goods or services.
-  *  **Section Form** \\ {{:invoice:invoice_9.jpg?400|}}+  *  **Section Form** \\ {{gallery>:invoice:invoice_9.jpg?400x0&crop=off&0}}
     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)
-  *  **Discount Form** \\ {{:invoice:invoice_10.jpg?500|}}+  *  **Discount Form** \\ {{gallery>:invoice:invoice_10.jpg?400x0&crop=off&0}}
     * **Discount Description**: A brief description of the discount being applied.     * **Discount Description**: A brief description of the discount being applied.
     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.
Line 300: Line 304:
 ++++ Delivery: Specify delivery details and the warehouse for stock deduction. | ++++ Delivery: Specify delivery details and the warehouse for stock deduction. |
 == Delivery == == Delivery ==
-\\ {{:invoice:invoice_4.jpg?500|}}+\\ {{gallery>:invoice:invoice_4.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the invoice.     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the invoice.
Line 321: Line 325:
     * **Remark**: Any additional notes or comments related to the delivery/return     * **Remark**: Any additional notes or comments related to the delivery/return
     * {{mdi>truck}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.     * {{mdi>truck}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.
-  * **Delivery/Return Form** \\ {{:invoice:invoice_11.jpg?400|}} {{:invoice:invoice_14.jpg?400|}}+  * **Delivery/Return Form** \\ {{gallery>:invoice:invoice_11.jpg?400x0&crop=off&0}} {{gallery>:invoice:invoice_14.jpg?400x0&crop=off&0}}
     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.
     * **Delivery/Return Date**: The date when the goods were delivered/returned.     * **Delivery/Return Date**: The date when the goods were delivered/returned.
Line 349: Line 353:
 ++++ Job Completion: Records the progress and completion status of the services linked to the invoice. | ++++ Job Completion: Records the progress and completion status of the services linked to the invoice. |
 == Job Completion == == Job Completion ==
-\\ {{:invoice:invoice_15.jpg?500|}}+\\ {{gallery>:invoice:invoice_15.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **Job Completion Status**: Displays the current job completion status (e.g., None, Partial, Completed) of the invoice.     * **Job Completion Status**: Displays the current job completion status (e.g., None, Partial, Completed) of the invoice.
Line 365: Line 369:
     * **Service Date**: The date when the services were delivered.     * **Service Date**: The date when the services were delivered.
     * **Remark**: Any additional notes or comments related to the services.     * **Remark**: Any additional notes or comments related to the services.
-  * **Job Completion Note Form** \\ {{:invoice:invoice_16.jpg?400|}}+  * **Job Completion Note Form** \\ {{gallery>:invoice:invoice_16.jpg?400x0&crop=off&0}}
     * **Job Completion Note No.** :The unique identifier for the job completion note. Automatically generated by the system.     * **Job Completion Note No.** :The unique identifier for the job completion note. Automatically generated by the system.
     * **Service Date**: The date when the services were delivered.     * **Service Date**: The date when the services were delivered.
Line 381: Line 385:
 ++++ Adjustment: Manage credit and debit notes for invoice modifications. | ++++ Adjustment: Manage credit and debit notes for invoice modifications. |
 == Adjustment == == Adjustment ==
-\\ {{:invoice:invoice_5.jpg?500|}}+\\ {{gallery>:invoice:invoice_5.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **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).
Line 398: Line 402:
       * **Adjustment Amt Incl. Tax**: The total adjustment amount, including tax.       * **Adjustment Amt Incl. Tax**: The total adjustment amount, including tax.
       * **Adjustment SST**: The Sales and Services Tax (SST) amount applied to the adjustment.       * **Adjustment SST**: The Sales and Services Tax (SST) amount applied to the adjustment.
-  * **Adjustment Form** \\ {{:invoice:invoice_12.jpg?500|}}+  * **Adjustment Form** \\ {{gallery>:invoice:invoice_12.jpg?400x0&crop=off&0}}
     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).
     * **Credit/Debit Toggle**: Allows switching between a credit note and a debit note based on the adjustment type.     * **Credit/Debit Toggle**: Allows switching between a credit note and a debit note based on the adjustment type.
Line 459: Line 463:
 ++++ Payment: Recording invoice payments | ++++ Payment: Recording invoice payments |
 == Payment == == Payment ==
-\\ {{:invoice:invoice_6.jpg?500|}}+\\ {{gallery>:invoice:invoice_6.jpg?500x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the invoice.     * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the invoice.
Line 480: Line 484:
       * **Total Paid**: The total amount that has been paid.       * **Total Paid**: The total amount that has been paid.
       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.
-  * **Payment Form** \\ {{:invoice:invoice_13.jpg?500|}}+  * **Payment Form** \\ {{gallery>:invoice:invoice_13.jpg?400x0&crop=off&0}}
     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.
     * **Method**: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others)     * **Method**: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others)
Line 498: Line 502:
       * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between invoice and payment exchange rates.       * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between invoice and payment exchange rates.
         * Only available only when a foreign currency is selected.         * Only available only when a foreign currency is selected.
-    * **Remark**: Optional field for additional notes or comments related to the payment. +    * **Remark**: Optional field for additional notes or comments related to the payment. 
 +    * Attachment: Attach transaction receipt as images or PDF files. 
 +      * **Upload Receipt**: Click Upload Receipt and select an image/pdf file. 
 +      * Alternatively, simply drag your file from your computer and drop it into the designated upload area 
 +      * Attachment Options: 
 +        * {{mdi>eye}}: Open and preview the image or PDF. 
 +        * {{mdi>delete}}: Remove the attachment.
     * **View Receipt**: View, print and share receipt document.     * **View Receipt**: View, print and share receipt document.
 ++++ ++++
 ++++ Document: Edit the header and footer templates of the invoice. | ++++ Document: Edit the header and footer templates of the invoice. |
 == Document == == Document ==
-\\ {{:invoice:invoice_7.jpg?500|}}+\\ {{gallery>:invoice:invoice_7.jpg?500x0&crop=off&0}}
   * **Subject**: The subject line  of the invoice. Defaulted to the invoice subject configured in Settings.   * **Subject**: The subject line  of the invoice. Defaulted to the invoice subject configured in Settings.
   * **Footer**: The footer section of the invoice. Defaulted to the invoice footer configured in Settings.\   * **Footer**: The footer section of the invoice. Defaulted to the invoice footer configured in Settings.\
  • invoice.1783329852.txt.gz
  • Last modified: 2026/07/06 09:24
  • by chillhubadmin