Trading invoices (trading.Invoices)

Inherits from lino_xl.lib.accounting.PartnerVouchers, lino_xl.lib.accounting.Vouchers

Every row of this data table is a Trading invoice.

User guide: The trading plugin.

Columns

  • ID (id) : See ID.

  • Entry date (entry_date) : The date of the journal entry, i.e. when this voucher is to be booked.

  • Partner (partner) : The recipient of this document. This can be a person, an organization or any type of business partner.

  • Total incl. VAT (total_incl) : The amount VAT included.

  • Author (user) : The author of this database object.

Detail layout

      • Entry date (entry_date) : The date of the journal entry, i.e. when this voucher is to be booked.

      • Partner (partner) : The recipient of this document. This can be a person, an organization or any type of business partner.

      • Total incl. VAT (total_incl) : The amount VAT included.

      • Workflow (workflow_buttons) : Shows the current workflow state of this database row and a list of available workflow actions.

    • Content (trading.ItemsByInvoice)

        • Subject (subject) : A single-line text that describes this voucher.

        • Language (language) : The langue to use when rendering this document.

        • Your reference (your_ref) : The reference used by the business partner for referring to this voucher.

        • Paper type (paper_type) : The type of paper to use when printing this voucher.

        • Discount (default_discount) : Default value for discount fields in the items of this voucher.

        • Printed (printed) : Displays information about when this database row has been printed.

        • Sent (sent_to_peppol) : See Sent.

    • Introductive text (intro) : An optional introduction text to be printed on the document.

          • Journal (journal) : The journal into which this voucher has been booked.

          • No. (number) : The sequence number of this voucher within its journal.

          • Fiscal year (fiscal_year) : See Fiscal year.

          • Accounting period (accounting_period) : The accounting period to use when booking this voucher. The default value is determined from entry_date.

          • ID (id) : See ID.

          • Author (user) : The author of this database object.

        • VAT regime (vat_regime) : The VAT regime to be used in this document.

          • Payment term (payment_term) : The payment term to apply for this transaction.

          • Due date (due_date) : The date when the invoice is expected to have been paid.

        • Match (match) : The movement to be matched.

        • Total excl. VAT (total_base) : The amount VAT excluded.

        • VAT (total_vat) : The amount of VAT.

        • Total incl. VAT (total_incl) : The amount VAT included.

        • Balance before (balance_before) : The balance of payments or debts that existed already before this voucher.

        • This voucher (voucher_movements) : See This voucher.

        • Balance to pay (balance_to_pay) : The balance of all movements matching this invoice.

    • Movements (vat.MovementsByVoucher1) : See Movements.

  • Storage movements (storage.MovementsByVoucher1) : See Storage movements.

Toolbar actions

  • Table (landscape) (as_pdf) : See (unformatted: <lino_xl.lib.appypod.mixins.PrintTableAction as_pdf ('Table (landscape)')>).

  • Table (portrait) (as_pdf_p) : See (unformatted: <lino_xl.lib.appypod.mixins.PortraitPrintTableAction as_pdf_p ('Table (portrait)')>).

  • Export to .xls (export_excel) : Export this table as an .xls document

  • None (grid_post) : See (unformatted: <lino.core.actions.CreateRow grid_post>).

  • None (grid_put) : See (unformatted: <lino.core.actions.SaveGridCell grid_put>).

  • New (insert) : Insert a new Trading invoice.

  • Create (submit_insert) : Submit this form, i.e. send your data to the server.

  • Duplicate (clone_row) : Insert a new Trading invoice as a copy of this.

  • Delete (delete_selected) : Delete this record

  • Sales invoice (do_print) : See (unformatted: <lino_xl.lib.excerpts.models.CreateExcerpt do_print ('Sales invoice')>).

  • Clear print cache (clear_printed) : See (unformatted: <lino_xl.lib.excerpts.mixins.ClearPrinted clear_printed ('Clear print cache')>).

  • Show data problems (show_problems) : See (unformatted: <lino.core.actions.ShowSlaveTable show_problems ('Show data problems')>).

  • Upload files (show_uploads) : Opens a data window with the uploaded files associated to this database object.

  • Check data (check_data) : Update data problem messages for this database object, also removing messages that no longer exist. This action does not change anything else in the database.

  • None (compute_sums) : Calls ComputeSums for this document.

  • Fix data problems (fix_problems) : Update data problem messages and repair those which are automatically fixable.

  • None (grid) : Base class for tables of partner vouchers.

  • None (open_help) : Open Help Window

  • Send now (send_now) : See (unformatted: <lino_xl.lib.peppol.mixins.SendNow send_now ('Send now')>).

  • Toggle state (toggle_state) : Toggle between “registered” and “draft” state.

  • None (validate) : See (unformatted: <lino.core.actions.ValidateForm validate>).

  • Save (submit_detail) : Save changes in this form

Filter parameters

  • None (None) : See None.

  • Voucher state (state) : See state.

  • Partner (partner) : See partner.

  • Show cleared vouchers (cleared) : See cleared.

  • Fiscal year (year) : See year.

  • Journal (journal) : See journal.

  • Period from (start_period) : Start of observed period range.

  • Period until (end_period) : Optional end of observed period range. Leave empty to observe only the start period.

  • Author (user) : The author of this database object.

Hidden columns

  • Journal (journal) : The journal into which this voucher has been booked.

  • Voucher date (voucher_date) : The date on the voucher (i.e. when it has been issued by its emitter).

  • Fiscal year (fiscal_year) : See Fiscal year.

  • Accounting period (accounting_period) : The accounting period to use when booking this voucher. The default value is determined from entry_date.

  • No. (number) : The sequence number of this voucher within its journal.

  • Narration (narration) : A short explanation to explain the subject matter of this journal entry.

  • Language (language) : The langue to use when rendering this document.

  • Printed (printed_by) : Pointer to the database excerpt that certifies this database row.

  • Payment term (payment_term) : The payment term to apply for this transaction.

  • Your reference (your_ref) : The reference used by the business partner for referring to this voucher.

  • Due date (due_date) : The date when the invoice is expected to have been paid.

  • Match (match) : The movement to be matched.

  • Invoiceables from (invoicing_min_date) : The start date of the period covered by this invoice.

  • until (invoicing_max_date) : The end date of the period covered by this invoice.

  • Total excl. VAT (total_base) : The amount VAT excluded.

  • VAT (total_vat) : The amount of VAT.

  • Voucher state (state) : The state of this voucher. It decides among others whether you can edit this voucher or not.

  • VAT regime (vat_regime) : The VAT regime to be used in this document.

  • items edited (items_edited) : An automatically managed boolean field which says whether the user has manually edited the items of this document. If this is False and edit_totals is True, Lino will automatically update the only invoice item according to partner and vat_regime and total_incl.

  • Subject (subject) : A single-line text that describes this voucher.

  • Paper type (paper_type) : The type of paper to use when printing this voucher.

  • Introductive text (intro) : An optional introduction text to be printed on the document.

  • Discount (default_discount) : Default value for discount fields in the items of this voucher.

  • Select multiple rows (rowselect) : See Select multiple rows.