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Open invoice and view PDF

The invoice page shows the stored PDF or the draft preview, along with the status, dates, line items, totals and the linked entries in the cash book.

Web
Chöre›Chor›Kassenbuch›Rechnungen›Rechnung

This feature is only available on the web.

Permission required: Cashbook – View cashbook

What is this?

When you click a row under Invoices, the invoice opens. On the left, final invoices show the stored PDF, and drafts show the live preview. On the right you see:

  • Status, Date, Due date, Recipient and Account
  • Line items with quantity, price and VAT, as well as Net, VAT and Gross
  • Linked entries, if there are any

For a credit note, the top shows which invoice it belongs to. For a cancelled invoice, it shows which credit note it was cancelled with.

How to open an invoice

  1. Open Ensembles, choose your choir and go to Cash book > Invoices.
  2. Click the invoice.
  3. Use the buttons at the top: for drafts Edit and Finalize, for final invoices Download PDF.
  4. More actions are in the ··· menu: Download PDF, E-invoice (XML), Record payment, Cancel invoice and Delete draft, depending on the status.

Recording the incoming payment

For final invoices, Record payment creates an income entry. The amount, the entry text “Payment invoice …”, the reference and the counterparty are already filled in, and the entry is linked to the invoice.

Permission

Viewing and downloading: View cashbook. Editing, finalizing, recording payments and cancelling: Create & edit transactions. Deleting drafts: Delete transactions.

Frequently asked questions

Why does the preview look different from the PDF?▾
For drafts, Theatilo shows a preview of the template in the browser. The PDF is only created when you finalize and may differ slightly in fonts and page margins.
Where do I get the e-invoice?▾
In the **···** menu under **E-invoice (XML)**. The item appears as soon as an XML file has been stored for the invoice.
What are linked entries?▾
Entries in the cash book that you recorded for this invoice via **Record payment**, such as the incoming payment. One click opens the entry.

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