Create new invoice

modified:

 How to create Invoice of several Orders or Shipments?

How to credit the Invoice?

Where can you create new documents?



1. To create new Documents, you should:

  

1. Go to Orders:

        1.1. Press  ;

        1.2. Press ;

        1.3. Choose order;


Now you can see Order Options


2. In grey menu tab choose  


Now you can see Orders Documents

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How to create new invoice?


To set Invoice number go to  -->  


3. To create new invoice press


4. In dialog table choose and enter:

    4.1. Invoice table:

        4.1.1. Show position number (if there are many products, you could see queue number) (press );

        4.1.2. Create invoice number automatically (press ) or choose from list the invoice which was deleted;

        4.1.3. Proforma (it let you change the invoice from proforma really quickly) (press );

        4.1.4. Payment in advance (press ) or enter the Payment term*;

        4.1.5. Credit invoice (press  and choose which invoice you need);

    4.2. Shipment table (if you need):

        4.2.1. Shipment (only from list) (2020-11-20);

        4.2.2. Carrier (only from list) (DHL WorldWide Express);

        4.2.3. Tracking number (R000551111155LT);

    4.3. Customer table:

        4.3.1. Customer name (only from list) (Topdesing);

        4.3.2. Customer employee (only from list) (Topdesing);

        4.3.3. Invoice address (Кенгарага 1, Рига, LV-1063, Латвия);

        4.3.4. Delivery address (Кенгарага 1, Рига, LV-1063, Латвия);

        4.3.5. Customer Vat code (154772530)


    4.4. Add the records:

        4.4.1. If you want take data from order or shipment, or shipment container press   and choose what you need and then press;

        4.4.2. If you want add new data, press  and enter all fields (product name, quantity, unit price and unit);

   

   4.5. You could additional choose what you need more to count final amount (if you choose something, you will see changes near invoice's sum counting):

           4.5.1. Include transport costs (press and enter sum for transport (above invoice sum counting));

        4.5.2. Include discount (pressand write discount sum (near invoice sum counting (you could choose sum or %)));

       4.5.3. Include an advance (pressand write advance payment sum (near invoice sum counting));

           4.5.4. Add comment (pressand write comment (above invoice sum counting));

5. Press


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  How to confirm the order?


3. To create new confirmation (you need to have a shipment) press


4. In dialog table choose and enter:

    4.1. Template;

    4.2. Date (order confirmation);

    4.3. Shipment date (it is setting in Products field, but you could change it here) (2020-11-20);

    4.4. Vat (PVM21)

    4.5. Shipment * (choose from list (2020-11-20))

    4.6. Additional lines (if you want to add some service costs and enter necessary information);

    4.7. Choose unit;

    4.8. Choose discount (0);

5.  Press


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 How to create certificate?


3. To create new certification press


4. In dialog table choose and enter:

    4.1.Template (CertificV);

    4.2. Date (order certification) (2020-11-20);

    4.3. Valid until (2021-11-20)

    4.4. Additional lines (if you want to add some service costs and enter necessary information);

5.  Press


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 How to create Invoice of several Orders or Shipments?


1. Press

2. Fill in data:


1. Choose Order which Shipment you would like to add to Invoice (3T-29405 order_2021-09-1095056)

2. Choose Shipment (#32097-2021-09-10)

3. Press

4. Press

5. Do it as many times as you would like to add Shipments. You could also add several  or


INVOICES

1. Invoice interface was changed, you should choose Field of use


2. You can send Invoice to Customer employee (you can find Customer Employee's list of emails only if Document Notification is checked in Customer Employee Options) 


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 How to credit the Invoice?

 

Graphical user interface, website

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  1. Go to Order Documents and press A picture containing icon

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  1. Press Shape

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  2. Choose Invoice number which you would like to credit
  3. Choose Vat
  4. Press

 

Now you can see Credit Invoice

Graphical user interface, website

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