Add payment details to an already created invoice
Introduction
By default, an invoice in Fuga only displays the total amount. Through the document settings, you can also display payment details (date, payment method, amount) on the invoice.
Important: Only payments registered at the time of creation of the invoice appear on the invoice. Payments that arrive later (e.g. by bank transfer) will not appear.
How to configure?
Go to Configuration → Practice Preferences → Documents and activate at least one of the options below:
| Option | Function |
|---|---|
| Payment overview at creation | On the invoice appears (if space allows) an additional block with the payment information from the day of creation. |
| Add payment page: Always | Similar, but on an additional page and shows all payments registered at the time of creation. |
⚠️ Note: If you activate both options, payment information may appear twice.
Renew an invoice (exceptional)
In some cases, you can renew an already created invoice to add payment details.
Condition: The payment must be registered before renewal. Payments by bank transfer that arrive later (e.g. after CODA/CAMT53 import) will not appear on the renewed invoice.
Renewal is not possible for:
- Invoices sent or to be sent via Peppol
- Evidensia practices
- Other situations where the invoice cannot be reversed in Fuga
How to renew an invoice:
- Go to the Accounting tab
- Open the Invoices report
- Search for the relevant invoice
- Click on the double circular arrow in the Actions column
If the double circular arrow is not available, the invoice cannot be renewed.