Invoicing FAQs
Login to the Administration (ask your Prima Coordinator if you don't have access) Click on EDC Administration Find in the list of Processes - Financi...
Tue, Mar 22, 2022 at 12:33 PM
It could be because there is No Invoice Profile set against the Company and you are searching under Company Profile (ideally all companies should have an I...
Thu, Aug 15, 2019 at 7:46 AM
To delete / remove a zero sales invoice, go into the sales invoice > click delete icon at the top of the invoice A message will appear asking Do you w...
Wed, May 18, 2022 at 4:56 PM
In Prima Cloud, there has been a change to the set up of monthly invoicing to prevent discrepancies in the date in which the invoice is raised. Rather ...
Thu, Aug 15, 2019 at 7:47 AM
Go to Invoicing > Sales Invoices Use the filters to select and highlight all the invoices you wish to be on the PDF for that company Select the Print...
Thu, Aug 15, 2019 at 7:48 AM
Check the Contact who is set as the Financial Contact within the Company Record has an email address. If you are sending invoices by email to your cus...
Thu, Aug 15, 2019 at 7:48 AM
Within the Sales Invoice, double click on the Invoice line, within the Pricing Details tab at the bottom, change the Tax Description to Ex...
Fri, Jul 16, 2021 at 6:57 PM
This is changed through the Prima Administration If you log in to the Administration and click on General Administration Within there you will see ...
Thu, Aug 15, 2019 at 7:51 AM
This is changed through the Prima Administration If you log in to the Administration and click on General Administration Within there you will see ...
Thu, Aug 15, 2019 at 7:52 AM
Yes, when in Available Lines select the bottom Option 'All Available Lines Ignoring Any Profile Set'. Note: This option should only be used ...
Thu, Aug 15, 2019 at 7:53 AM