In this article
Banana Accounting Plus offers several ways to create and manage your invoices. The Estimates and Invoices application allows you to quickly create and print estimates and invoices. Ideal for replacing Excel when preparing invoices, switching to a professional tool at no extra cost.
The Estimates and Invoices application is independent from accounting and does not allow the import of data into the accounting file.
As an alternative to this application, you can use the Integrated Invoicing, which allows you to have the invoice data directly in the accounting file, avoiding the need to register the issued invoices.
Estimates and Invoices in a glance
- Create and print estimates/invoices
- Create invoices also with QR code for Switzerland
- Edit and/or duplicate invoices and offers
- View open invoices
- Archive invoices
To use the application, you will need to download and install Banana Accounting Plus, and when creating a new file, choose one of the Estimates and Invoices types.
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LogoIt is possible to insert a personalized logo.
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HeadingThe heading of the invoice will be identical to the one entered in
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Customer's addressThe address of the client will be retrieved from the Contacts table, where you have to set up customer addresses. |
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Invoice dataThe content of the invoice must be entered in the new dialog for creating / editing an invoice. |
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Custom text at endYou can define title, initial text and final notes from the Invoice Dialogue |
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Swiss QR-CodeThe settings for automatically creating the QR payment slip can only be defined for Switzerland, only with the Layout with Swiss QR Code [CH10] |
How to start
The steps to create the invoices are as follows:
- Download the Invoice template
- Enter your data
- Enter the Contacts (Clients) data
- Enter Invoice data
- Print invoices
For more information, please visit the How to... page.
Other Functions: