Frakt24 - FleetX Academy
Finance · Level 2 · Everyday efficiency

Search invoice: life after creation

Learn to find an invoice and follow it up after it has been created.

New 12 min Faktura · module 25 EHF-logg · module 35
1

Goals and why

What you will learn

  • find an invoice and read the figures and the PDF
  • correct a mistake with a credit note, for all or part of the invoice
  • check what has been sent, and send a copy when the customer is missing the invoice
  • see which orders the invoice covers

An invoice never changes once it has been created. Everything that happens afterwards, you do from Invoice > Search. The credit note is the only way to correct an invoice. A credit note is a document that takes back all or part of an invoice.

You save the credit note as a draft until you are sure. Only when you send it does it get a number and move on to the customer and to accounting.

2

Key terms

Search byWhat you search for: Customer, Invoiceid or Creditnoteid. The choice must match what you type.
Credit noteA document that cancels all or part of an invoice. The invoice itself doesn't change.
DraftA saved credit note draft. It has not been sent or numbered, and it can be changed or deleted.
Credited amountThe total of the finished credit notes on the invoice, including VAT.
Email logAll emails sent with the invoice and its credit notes, with the mail server's response.
Order reportAll orders behind the invoice, with dates, addresses and goods.
3

Show me

The images show the search page with an open invoice, the credit note list, the form for a new credit note and a finished credit note. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

The customer calls: “We never received invoice 100003.” What do you do first?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 2 badge in Finance: 0 of 5 complete.
1. One of five orders on an invoice had the wrong price. How do you correct it?

2. You have saved a credit note as a draft. What has the customer received?

3. You type the customer name in the search field but get no hits. What is wrong?

4. The customer asks what invoice 100003 is actually for. Where do you find the answer fastest?

5. You credit an order because the driver delivered the wrong goods. The driver is to be charged for the amount. What do you do in the credit note?

6. You want to create a credit note, but the button says Edit credit note draft. What does that mean?

7. The customer receives invoices as EHF and says invoice 100003 hasn't arrived. Where do you look first?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Payments and reminders are followed up in the accounting system. The Payments and Late notice tabs belong to a module that is being discontinued, so do not show them.
  • The credit note is sent when the draft is confirmed. With an API accounting integration it is posted straight to the accounting system, which handles sending. With file export it is sent by email or EHF from Frakt24 and is included in the next Invoice > Export.
  • The orders on a credited invoice stay invoiced. Common support question: “why can't I invoice the order again?”