MODIFY / VIEW INVOICE

The Modify/View Invoice screen displays all sales invoices created in the system. Users can view invoice details, initiate returns, and download or print invoices from this interface.

This screen provides a centralized way to manage sales invoices with full traceability and action options.

  1. Click on Finance in the main menu.
  2. Under Invoice, select Modify/View. Steps for Modify/View

all the created invoices will be visisble in this page ans user can certain actions. Invoice Page

Actions

Invoice Actions

  • View – Click the Eye Icon to open a detailed, read-only view of the invoice.

  • Return Invoice – (Displayed only if the invoice is eligible for return)

Return Button

Clicking on Return Invoice Button initiates the return process, allowing the user to select items and specify return quantities.

Once a return is initiated or completed, the Return Invoice button may disappear depending on the return status.

After submission, the user is redirected to the Return Invoice List to track all return transactions.

  • Print – Click on the Print Icon to download/print the invoice in PDF format.

Icons

Toolbar Icons

  • Add New Record: Click on the Plus Icon to Create a new Invoice.
  • Search Field: Use this field to quickly filter the list of invoices.
  • Export to Excel: Click this button to download the displayed invoice list in Excel format.
  • Refresh: Reloads the invoice list to reflect the latest updates.
  • Home: Click this icon to return to the main dashboard or landing page of the application.
  • Back Arrow: Navigate back to the previous screen.