Finance - invoices settings

List of paragraphs:

Invoices settings are found in Setup -> Finance.

Tax rates

Include tax rates by choosing Setup -> Finance-> Tax rates.  Tax rates are selected when indicating VAT:

1
To add tax rate, choose Setup -> Finance-> Tax rates -> New tax.

2
Write down the details and press  Save.
3
To edit or delete tax rate, use Actions.

Currencies

Currencies are used in Sales and Expenses modules:

1
To add currency, choose Setup -> Finance -> Currencies -> New currency.

2
Insert details and save.
3
Choose default currency:

4
Edit or delete currency using Actions.

Payment modes

When recording payment, you have to indicate payment mode:

1
Go to Setup-> Finance-> Payment modes to create new payment mode. Choose New payment mode.

2
Enter details and save.

3
To edit mode, use Actions menu:

4
You can choose payment mode to be inactive.

VAT adaptation articles

VAT adaptation article can be selected when creating invoice:

1
Create VAT adaptation article entries by choosing Setup -> Finance -> VAT adaptation articles -> New value.

2
Enter details and save.
3
To edit or delete value, use Actions menu:

Other settings

More settings are available on Setup -> Settings -> Finance.  Go to Setup -> Settings -> Finance -> General and choose general settings. Indicate:

  •          Number padding zero's for prefix formats;
  •          VAT settings;
  •          Currency settings;
  •          Float symbol count in price;
  •          Amount in words settings.


Setup -> Settings -> Finance -> Invoice – indicate:

  •          Invoice number prefix and number;
  •          Invoice due time;
  •          Reviewing settings;
  •          Deleting settings;
  •          Invoice document settings.

Setup -> Settings -> Finance -> Credit notes – indicate:

  •          Credit note prefix and number;
  •          What is displayed in credit notes or documents.

Setup -> Settings -> Finance -> Pre invoices – indicate:

  •          Pre invoice number prefix and number;
  •          Deleting settings;
  •          Due time;
  •          Customer reviewing settings;
  •          What is displayed in pre invoice and documents.

Setup -> Settings -> Finance -> KPO – indicate cash receipt settings.

How to enter invoices and pre invoices prefix numbers?

Prefix numbers can be entered in Setup -> Settings -> Finance, then Invoices or Pre invoices.

1
Enter number prefix.
2
Enter next invoice/pre invoice number.
3
Click on blue tick.
4
Choose default prefix number.
5
Press Save.
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