Entering the invoice data

Invoice Data is entered in the Transactions table. Use a new row for each new invoice. 

  • Enter the Date for your transaction.
  • The Invoice number
  • The text entered in the Description column (product, services, consulting ...) will appear on the invoice to your client.
  • Insert the client number in the Debit column.
  • Insert the counterpart in the Credit column (Sales account, Consulting fees etc).
  • Enter the Amount.
  • If your subject to VAT, enter your VAT code with the respective applicable VAT rate. 

Invoices on multiple rows

If there are several elements to your invoice (different items or services, or both) you will have to enter them on separate line (one element per row):

  • Use a new row for entering each item you wish to appear when printing your invoice.In
  • Use equal dates and invoice number for each row.

entering invoices with more than one row

Basic columns for Invoices in the Transactions table

Date
The invoices's data is reported in this column. All rows appertaining to the document must report the same date.

Invoice
In order to manage the invoices, it is mandatory that you enter an invoice number in the Invoice column and an account belonging to the customers register.

Extra Columns

Type
In the Type column, you can define detailed rows, such as totalization rows or a specific payment term for an invoice. This column is not visible by default, but must be displayed via the Data menu → command Columns setup and by checking the DocType column.

Quantity
The quantity of goods and services provided is entered in this column. To add the Quantity column use the menu Tools  Add new functionalitiesAdd Items Columns in Transactions table.

Unity
Insert unity type (for example 'pz', 'h', 'm', 'kg').

Unit Price
Insert Unit Price for the goods or services. The program will automatically calculate the resulting amount for your input into the Quantity column.

 

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