Invoicing integrated in your accounting file

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With the invoicing function of Banana Accounting, you will be able to create and print out your invoices very easily, thanks to a series of predefines Invoice styles that can be customized for each country.
In order to set up your invoices, you must create an accounting file. If an accounting file already exists, you may choose to generate your invoices within it, or you may want to create a new file dedicated entirely to invoice management.

Watch the video tutorial which shows you how to create and print personalized invoices.

In order to generate your invoices, specific file setups must be present in the accounting file:

preview print invoice  

stampa fattura passo 1

 

Logo

Insert a personalized logo from menu file → Set up a logo

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Heading

The heading of the invoice will be identical to the one entered 
menu File → File and accounting properties → Address tab

stampa fattue passo 3

 

Client Address

The client's address will be retrieved from Accounts table, see Setting up client accounts.

stampa fatture passo 4

 

Invoice data

The contents of the invoice must be entered in the Transactions table, learn how to enter invoices.

stampa fatture passo 5

 

Free texts

Insert begin text, notes and greetings using the Column Type, and ending texts from menu Reports→ Clients → Print Invoices → Option layout.

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Settings Swiss QR-Code

Settings can only be defined for Switzerland and with the [CH10] Swiss QR Code layout, see menu Reports → Clients → Print invoices → Settings.

Follow these steps to create your invoices:

  1. Prepare your accounting files for invoicing with Banana Accounting
  2. Add customer accounts with addresses
  3. Enter data for your invoices
  4. Print invoices

Other functions:


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