Finance - invoices settings

List of paragraphs:

• Tax rates
• Currencies
• Payment modes
• VAT adaptation articles
• Other settings
• How to enter invoices and pre invoices prefix numbers?

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.