Invoicing

New layouts

In the new Banana Accounting Plus version, two new highly customizable layouts have been added:

• The CH10 layout for all users in Switzerland (with or without QR invoice)
• The UNI11 layout for all users in other countries.

We advise you to switch now to Banana Accounting Plus and take advantage of the many new features.

Invoicing integrated in the accounting management

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 predefined Invoice layouts 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. 

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

				Logo It is possible to insert a personalized logo. Menu file → Set up a logo
				Heading The heading of the invoice will be identical to the one entered  Menu File → File and accounting properties → Address tab
				Client Address The client's address will be identical to the one figuring in the Accounts table, where you will have set up the customer accounts with their addresses, learn more on setting up client accounts.
				Invoice data The contents of the invoice must be entered in the Transactions table, learn how to enter invoices.
				Custom text at end There is blank space available for you to insert your own comments at the end of your invoice. Use Menu Account2 → Clients → Print Invoices → section Option layout.
				ISR (Switzerland) Settings to create your ISR policy automatically can only be defined for Switzerland and for layouts that start with CH, please check: Menu Account2→ 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:

• Print invoices in different currencies
• Print invoices in your  customer's language
• Define due date of an invoice
• Invoices with the Swiss QR code and reference number (NEW - It is currently released in the Experimental version of Banana Accounting).
• Invoices with the Swiss QR code with empty amount and address (NEW - It is currently released in the Experimental version of Banana Accounting).

Related topics:

• Example file in Income/Expense accounting
• Example file invoices in Double-entry accounting
• Example file invoices using Cost centers
  Useful for registering VAT on the cash-in basis or if you want to remove the details of the invoices from the budget accounts.