Characteristics of Integrated invoicing

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In this article

Banana Accounting Plus includes the features to create and print invoices and payment reminders in a very simple and fast way. At no additional cost, you have everything you need at your disposal to manage invoices and at the  bookkeeping simultaneously,with professional results in one single software.

You have an innovative invoicing system that allows you to :

  • to generate an invoice file independent of the accounting system
  • to generate invoices in the accounting file, allowing simultaneous creation of invoices and at the same time the data of invoices already recorded in accounting.

The logic of integrated invoicing

To create invoices, all you have to do is enter your customer data, the items or services to be invoiced, unit prices and VAT rates, and the programme takes care of the rest.

There are multiple automatisms to make work easy and with immediate professional results:

  • Automatic resumption of addresses from contacts so as not to have to re-enter the data in the invoice.
  • No manual calculation. All calculations are automatic, always accurate and updated.
  • Invoices created with QR code for Switzerland.
  • The language, currency, number of decimals and rounding can be set for each individual invoice.
  • Changes and / or duplicates of invoices already made to the customer. Just enter the quantities and the new invoice is ready to be sent.
  • Annotations for memos or other.
  • Collection control.
  • Quick reminders.
  • Deadline display.
  • Saving as pdf and printing on paper.
  • Invoice archiving to own a history that is always in order and available for any tax checks.

Excel-like functionality

Based on Tables

Banana accounting is based on tables similar to Excel, but with typical accounting and billing settings already set. No need to enter formulas or filters.

  • Accounts table
    By setting the Customers register in the Accounts table with the relative addresses, you already have the database to be able to issue invoices to customers.

    All data is automatically taken over:
    • Header of the issuing company
    • Company logo
    • Customer address
    • Customer language
  • Transactions table
    In the Transactions table you enter the data for invoicing and, by inserting the appropriate accounts in the Debit and Credit column, the issue of the invoice is already accounted for.

    There are columns for every requirement:
    • Item
      In the Item column, typing in the product ID automatically enters all invoice data, already set in the Item table.
    • Quantity
    • Unit
    • Price
    • VAT Code
    • Amount
    • TypeDoc
      Notes and free text can be entered in the Type Column.
  • Items table
    This table includes the data for managing the items or services to be invoiced. Each article is assigned an identification ID, and groupings of items and services of the same category are created.

    There are various columns available for complete and detailed information to be automatically resumed in the Transactions table when the invoice is created:
    • Item (ItemID)
    • Description
    • Membership group
    • Account (for accounting)
    • VAT Code
    • Unit
    • Selling price
    • Purchase cost

Accounting setup

File and data saving

Invoice data entry

Error reporting and control

Printouts and reports

Data export and storage

Comprehensive documentation

 Features not yet available

  • Automated invoice sending by email.
  • No link to Inventory application.
  • Estimates cannot be created
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