Facturen aanmaken

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 account 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:

preview print invoice  

stampa fattura passo 1

 

Logo

It is possible to insert a personalized logo.
Menu file → Set up a logo

stampa fatture passo 2

 

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 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.

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

 

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.

stampa fatture passo 6

 

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:


    Related topics:

    Help us improve the documentation

    We welcome feedback on how to improve this page.

    Tell us what theme needs a better explanation or how to clarify a topic.

    Share this article: Twitter | Facebook | Email