Outlet: Filter by assigned outlets according to user permissions (configured in Food & Beverage >> Configurations >> User); defaults to the first outlet in the list.
Issue Date / Issued Date: The date the invoice was issued.
Status: Current invoice status:
Sent: Successfully issued invoice.
Void: Issued invoice that has been voided.
Draft: Draft invoice; not yet issued.
Failed: Invoice issuance failed.
Canceled: Draft invoice that has been discarded/canceled prior to issuance.
Adjust Info: Information adjustment invoice.
Adjusted: Original invoice that has been adjusted.
Processing: Invoice is currently being processed.
VAT Type: Applicable VAT tax type/rate.
Type: Service category/nature of service.
Search: Search by Invoice Number (Invoice No.).
Created list invoice
#: No. / Sequence Number
Outlet: Name of the outlet to view invoices for
Invoice No.: Issued invoice number; invoices without a number have not been successfully issued
Check Code: Corresponding check number for which the invoice was issued
FnB Template: Invoice generation template
Invoice Date: Date the invoice was issued
Customer: Customer name
Company: Company name
Tax Code: Tax ID / Tax code
Reference: Reference information for the invoice
Total Amount: Total invoice value
Status: Invoice status as defined in the filter
Created Date: Date the invoice was created
Secret Code / Lookup Code: Secret code used to look up the invoice on the VNPT portal
Pairing No.: Combined / paired invoice number
Modified by: User who performed the action
Action: Action buttons
View: Review invoice
Adjust Info: Adjust customer information
Void: Cancel issued invoice
Canceled: Canceling draft, unreleased invoices
Retry: Retry the Invoice
Viewing a Generated Invoice
Click Action >> View:
For issued invoices (Status: Sent, Adjust Info, Adjusted, Void): Opens a preview of the issued invoice document.
For unissued invoices (Status: Draft, Failed): Opens the invoice creation pop-up dialog. Additional details can be added; to edit existing fields, use the Edit action.
Adjusting Invoice Information
To update customer/invoice details for issued invoices, click Action >> Adjust Info:
Enter the updated details. The system automatically pre-fills standard text for the following fields (editable):
Description: "Adjusting information for invoice no. [original invoice no.], form no. [invoice template], serial [invoice serial], issued on [original invoice date]." (This text appears on the adjustment invoice).
Reference: "Adjusting information for invoice no. [original invoice no.]."
Click Save to apply the changes.
Cancel the issued invoice
Cancel the issued invoice (status Sent, Adjust Info, Adjusted, Void) by clicking Action >> Void >> Confirm Void
Note: For invoices with the Adjusted status, they can only be voided after all associated adjustment invoices have been voided first.
Cancel draft invoice
Cancel the draft invoice (Draft status) by clicking Action >> Canceled >> Confirm Cancel
Remarks
Some errors and how to solve them
ERROR_PARAM : Syntax Error. Please contact the support team for help! - Solution: Contact Dev FnB team for support
ERROR_CONNECT : Connection Error. Please retry after 5 minutes - Solution: After 5 minutes press the retry button again
ERROR_INVOICE_NO : Over No Error. Please contact the support team for help - Solution: Contact Dev FnB team for support
ERROR_UNKNOWN : Unknown Error. Please contact the support team for help! - Solution: Contact Dev FnB team for support
