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L'anatomie d'une facture

Mise à jour

 

Vue d'ensemble

Il est vital pour les administrateurs de connaître et de comprendre la page d'édition des factures, car cela vous permet de capturer vos ventes et vos modifications de manière claire et concise, ce qui vous permet de générer de meilleurs rapports. Cet article vous aidera à vous familiariser avec les différents boutons et icônes de la page d'édition des factures.

 

Autres resources

L'article ci-dessous passe en revue les différents éléments, boutons et icônes d'un écran d'édition de facture. Pour plus d'informations sur les processus plus complexes tels que les remboursements, les ajustements, etc., vous voudrez consulter notre article Les actions dans une facture. Pour plus d'informations sur les factures, veuillez consulter notre article Factures.

 

Comment utiliser cet article

Dans cet article, nous avons capturé de nombreux éléments d'une facture côté administrateur. Au fur et à mesure que vous navigues sous l'image ci-dessous, n'hésitez pas à placer votre souris sur les éléments pour afficher une info-bulle sur les fonctions de chaque élément. Ceci est seulement disponible qu'en anglais, pour le moment. N'hésitez pas à nous contacter à support@uplifterinc.com, si jamais vous avez besoin d'aide supplémentaire.

 

L'anatomie d'une facture

Use this drop down to select a different billing address. Select this icon to Edit the currently selected billing information. Use this drop down to select a different contact address. Select this icon to Edit the currently selected contact information. The invoice creation date/time.

2.1.png Select this tab to add a new participant to the current member's account. Select this tab to add a new program to the invoice's line items. Select this tab to add a new product, ticket, or subscription to the invoice's line items. The currently selected participant to be registered within the program. Select this button to withdraw the currently listed participant from the program. This does not affect the program/invoice's cost. The name of the program. The day/time the line item was added/adjusted last. This is only visible upon editing an existing invoice. The current cost of the program. You can adjust this value by selecting to Edit the After adjustments this value is struck and the current value will display just below. The category and category level of the program. If your program spans across multiple category levels you can adjust this by editing the line item. The program's information including first and last class dates and description. Select this icon to Edit the line item. Editing offers the ability to change the participant, the category level (if applicable), the cost, or adjust taxes. Select this icon to Delete a line item from an invoice. Please note, this removes the line item in such a way that the participant is withdrawn from the program, but does not allow for reporting on the purchase. You may wish to Edit the cost to $0 instead of Deleting the line item. This system notification will let you know there may be issues with this registration. Select this button to accept the current errors. Select to Edit the line item to view the errors in question. Select this icon to Edit the line item. This is a program line item segment. It contains standard information about the specific program. You can adjust the participant, category level (if applicable), and cost of the program by selecting to Edit this segment. Use this drop down to select a different participant to register for the program. Use this drop down to select a different category level to register the participant in. The cost of this program has been adjusted. The original cost if struck through. Select this tab to add an adjustment to the line item. An adjustment has been added to this line item. Hover over the adjustment (on a live invoice) to view/access options to Edit or Delete it. The value of the adjustment. The updated value of the line item, after all adjustments are considered. The name of the program. The program's category. The program's information including the first and last class dates and description. Toggle this slider to enable or disable tax credit eligibility. Select this icon to accept any changes you have made to the line item. Select this icon to cancel any changes you have made to the line item. Select this icon to Delete a line item from an invoice. Please note, this removes the line item in such a way that the participant is withdrawn from the program, but does not allow for reporting on the purchase. You may wish to Edit the cost to $0 instead of Deleting the line item. This is an expanded line item, seen after selecting to Edit. This is the program section of the invoice. This is the Invoice Details section of the invoice.

The name of the product/ticket. The cost of the product/ticket. Select this tab to add an adjustment to the product/ticket. Since this product/ticket does not yet have an adjustment to list, the system offers the ability to add one at your discretion. Select this icon to accept any changes you have made to the line item. Select this icon to cancel any changes you have made to the line item. Select this icon to Delete the line item. This is an expanded line item, seen after selecting to Edit. The name of the product/ticket. The day/time the line item was added/adjusted last. This is only visible upon editing an existing invoice. The cost of the product/ticket. Select this icon to Edit the line item. Select this icon to Delete the line item This is a product/ticket line item segment. This is the products/tickets section of the invoice. The name of the subscription. The subscription applicant. This can either be Family or a specific participant, depending on your subscription type. Toggle this slider to enable or disable tax credit eligibility. Note that you can toggle this on the subscription edit page to retroactively update all purchases of the subscription. The current valid until date of the subscription. You can update this on an invoice-by-invoice basis at your discretion. Select this tab to add an adjustment to the line item. An adjustment has been added to this line item by the system. This adjustment includes the adjustment amount, invoice of origin, and subscription SKU. Hover over the adjustment (on a live invoice) to view/access options to Refund. The value of the adjustment. The updated value of the line item, after all adjustments are considered. Select this icon to accept any changes you have made to the line item. Select this icon to cancel any changes you have made to the line item. Select this icon to Delete a line item from an invoice. This is an expanded line item, seen after selecting to Edit. This is the subscription section of the invoice. This is the total of the Invoice Details section. This must be matched by the total of all pending and paid payments in the Payments section below. This is the Invoice Details section of the invoice.

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