How to Generate and Download Invoices for Approved Allowance Negotiation Worksheets

Learn how to generate and download invoices for approved Allowance Negotiation worksheets. This guide walks you through accessing the feature, downloading the PDF, and understanding the invoice details.

Overview

The Invoice Generation feature allows Event Owners and Admins to download invoices for approved allowance negotiation worksheets. These invoices contain booth-related details, all negotiated product items, final allowance values, and total amounts.

Once a worksheet is approved, the Download Invoice icon appears in the Action column, allowing users to generate a PDF invoice instantly.

Step-by-Step Guide

1. Accessing the Allowance Negotiation Tab

• Navigate to the E-commerce Module in the side panel.
• Click on the Allowance Negotiation tab.
• Locate the list of supplier/vendor worksheets.
• Find a worksheet with the Approved status (all items accepted).

2. Downloading an Invoice

• In the Action column, locate the Download Invoice icon.
• If the worksheet is not yet approved, the icon will remain disabled.
• Click the Download Invoice icon to generate and download a PDF invoice.

3. Understanding the Invoice Format

The downloaded PDF invoice includes:

• Booth Information: Details related to the booth associated with the worksheet.
• Product Table: A structured table displaying:
  • Product Name
  • Quantity
  • Price
  • Final Allowance Value
  • Total Amount
• Approval Details: Timestamped approval information from both Distributor and Supplier.

4. Verifying the Invoice

• Ensure the layout is in landscape mode.
• Check that booth details and product information are correctly displayed.
• Confirm all items, quantities, and final allowance values match the approved worksheet.
• Clicking the Download Invoice icon should instantly generate and download the invoice.

Access Control

• ✅ Event Owners – Can generate and download invoices.
• ✅ Admins – Can generate and download invoices.
• ❌ Booth Admins – Do not have access to download invoices.

Troubleshooting

🔹 If the Download Invoice icon is disabled, ensure all items in the worksheet are approved.
🔹 If invoice details appear incorrect, verify the Allowance Negotiation worksheet.
🔹 If the invoice fails to download, try refreshing the page or contact support.

By following these steps, users can efficiently generate and manage invoices, ensuring accurate financial records and a smooth workflow.