Viewing invoices and credit notes in WebShop
Purpose and scope
Current support
Support in SAP Business one
View, print and/or download invoices and credit notes from your customer’s “My Account” area when they log into WebShop.
The credit note is displayed using a standard template stored within WebShop.
Support in Intact iQ
View, print and/or download invoices and credit notes from your customer’s “My Account“ area when they log into WebShop.
A list of credit notes is retrieved as PDF files from Intact iQ. When opened, the credit note is displayed using the style contained in the PDF.
Your customers may wish to view, print and/or download invoices or credit notes from their WebShop account.
The purpose of this feature guide is to provide a step by step guide on how to do this.
Introducing terms and concepts used in this article
Term | Definition |
|---|---|
Web service | service that allows two disparate systems communicate with each other via a standard messaging system. |
Step by step
Step 1: Log into WebShop
Log into WebShop with your username and password. This opens WebShop's dashboard.
Step 2: Open “My Account“
Click My Account to display the account details screen. This screen contains details of your account, as shown.
Step 3: View Finance
Click Finance in the left menu bar. This opens a list of transactions made using this customer account.
Actions available
Action 1: Filter the list of transactions using the drop-down box on the right of the screen.
Action 2: View a specific Invoice or Credit Note.
Actions available
Filter the list of transactions using the drop-down box on the right of the screen.
Example
The full list of transactions has been filtered by Invoice.
View a specific invoice or credit note by clicking View to the right of the document you wish to view.
Key points when viewing credit notes
Only supported in SAP Business One and Intact iQ.
The credit note is displayed using a standard template stored within WebShop if WebShop is integrated with SAP Business One.
Credit notes are retrieved as PDF files from Intact iQ. The credit note is displayed using the style contained in the PDF.