Invoice tutorial, revenue accounting | Double-entry accounting

A simple and brief chart of accounts tutorial, in which we provide examples of transactions to create invoices without VAT. The file also includes the Items table, where you can enter data for the items or services to be invoiced. The data entered in the Items table is automatically retrieved in the Transactions table.

If you want to test the invoice printing functions with QR code, you can start with this template.

Create the file and test the Invoice features.

• Open the tutorial with the Banana Accounting WebApp.
• Use the command File > File Properties to set the period, your company's name, and the base currency.
• With the command File > Save As, save the file, for example, as "Rossi-SA-20xx.ac2".
• In the Accounts table, enter the details of one of your clients. In the Addresses view, you can complete the information with the full address, country code, and the client's language.
• In the Items table, input the data for your products or services to be invoiced.
• In the Transactions table, you'll find examples of transactions covering various invoicing scenarios. You can delete the rows and enter the details of your invoice. By entering the Debit and Credit accounts, the invoice is simultaneously recorded in the accounting system.
• Select the menu Reports > Customers > Print Invoices, and click OK to preview the documents.
• To explore the different available print templates, consult the Invoice Layouts pages.
• For customizing invoices, refer to the page Advanced Entry - Type Column.

You can find all the information on creating and printing invoices with a QR code on the page 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

Additional Resources

• Import data from bank statements
• Set up Rules to store and automate the completion of entries imported from bank statements
• Manage cost centers, customisable to suit your needs for detailed insights into specific accounts
• Create budgets and financial forecasts
• Print all the reports you need: Balance Sheets, Journal, Account Ledgers, VAT Statements, Open Invoices, and much more

For some features, a subscription to the Advanced plan of Banana Accounting Plus is required. For example, this includes using the new features like Rules, Temporary Row Filter, and Sort.  Check out all the features available in the Advanced plan.