The correct registration of a payment is important for the good business administration. Do you receive a new payment? Register it in a few clicks. To register a new payment, click the plus next to payments under sales You will automatically be redirected to the invoice overview. From that, you register the payments. Click sales> payments for […]
How can I register a payment so that my accounting is correct? Read More »
Create a purchase order with Invoice Office with the following steps. Step 1:– Go to “Expenses>>>Purchase order” from your menu bar. Step 2:- After open the create Oder confirmation form, fill all the mandatory fields, like select your supplier, purchase order date, expiry date and payment date. When you will select the supplier, then contact person. Shipping address and billing address will
Follow these steps to learn how to create an expense. Step 1:- Go to “Expenses>>>Click on the plus icon” from your menu bar. Step 2:- Drag and drop an expense/receipt or upload multiple using the upload button. Step 3:- For a quick registration, only enter the key figures from the purchase invoice or receipt into the fields on the
In addition to creating documents, you can also delete documents. It can be an already made draft quote that you do not want to send or an already final invoice that will be canceled. Below are few steps to explain how you can delete documents and what possible consequences it entails. Please note that removing
You can also manually adjust a document number yourself to your invoice, product or tender. The following explains how you can do that. 1. Go to the screen where you can create a document. “Click on the document number” and then type in the number that you would like to use. When you save the document and
You can easily add an attachment to your invoice, quotation or other document. Think of adding the general conditions or the attachment of a quotation. The following explains how to add the attachment and send it with your document. 1. In the overview in which you can create a document, click on “Attachment (s)”. 2. Then
A confirmation order is a document that confirms the receipt and acceptance of an order. In the transport industry, the document confirms that a transport order has been placed. In other industry, especially retail, it confirms an online order placement of consumer goods. There are different ways from where you can create order confirmation. Option A:-
Credit note is also known as credit memo, is a form or letter sent by a seller to a buyer, stating that a certain amount has been credited to the buyer’s account. A credit note is issued in various situations to correct a mistake, such as when (1) an invoice amount is overstated, (2) correct discount
If an invoice has not been paid on time, you can easily create and send a payment reminder. This can be done in two ways. Both options are explained below. Option A: Go to sales > payment reminders Option B: You can create a payment reminder by from an existing invoice (unpaid). click the invoice for which you want
You can create a packing notes in following ways. Option A:- Go to “Sales>>>Packing notes” from your menu bar. Option B:- From “Contacts>>Customers>>Actions>>Packing notes”. Option C:- From “Products>>Actions>>Packing notes”. A new packing note opens. Fill the desired details, customer name, packing note date, billing address, delivery date, VAT number etc. Now, define the products and their quantity. After filling all the basic