Tutorial invoice with customer ledger | Revenue-based accounting | VAT

Tutorial with a very simple and short chart of accounts, where we provide some recording examples to create invoices with VAT. The file also includes the Items table, where you can enter the data of the items or services to be invoiced. The data entered in the Items table is automatically retrieved in the Transactions table.

Create the file and test the Invoice functions

If you want to try out the invoice printing functions with VAT and QR code, you can start with this template.

• Open the template with the Banana Accounting Plus WebApp
• With the File > File and accounting properties command, set the period, your company name, and base currency.
• With the File > Save As command, save the file, for example as "Rossi-SA-20xx.ac2".
• In the Accounts table, enter the data of one of your customers. In the Addresses view, you can complete all address details (company name, address, phone and email contacts, country code and customer language).
• In the Transactions table, you will find various billing scenarios already recorded. You can delete the rows and enter the data of your invoice. By entering the Debit and Credit accounts, the invoice will be automatically posted.
• Select the Reports > Customers > Print invoices menu, click OK to preview the documents.
• To try out the different available invoice layouts, see the Invoice layouts page.
• To customize the invoices, see the Advanced input - Type column page.

You can find all the information about creating and printing invoices with QR code at the following webpage:

• Create and print invoices with Swiss QR code

WARNING: If you close the browser without saving, you will lose the entered data. Always save the file to your computer.

To reopen the saved file, click on File > Open.

Some functions require a subscription to the Advanced plan of Banana Accounting Plus, such as using the new features for printing the VAT return sample from 2024, Rules, Filter and Temporary row sorting. See all the features of the Advanced plan.

Other Resources

• Videos
• Getting started
• Transactions
• Integrated invoicing
• Reminders
• Extimates and invoices
• VAT return form – effective method
• VAT form – flat-rate method
• Printouts