In this session, you’ll learn how to add shortcuts for product information in the invoice page. Note: The shortcuts are not compulsory features that you need to learn. However, they can greatly reduce the amount of time you spent when preparing an invoice (or any related documents).
Introduction This guide will help you, within a few clicks, import your banking transactions from your respective bank accounts. Just to note, the system generally only allows the import of banking transactions that is as old as 6 months. Any transactions more than 6 months old will not be imported. IMPORTANT: Remember that this is … Read more
Hope you find this useful especially if you regularly take deposits. Note: This is the same process for Advance Collections.
If you collect customer deposits in advance, then this video is for you.
This page will guide you to create or post a Debit Note entry. Note: For more information about Debit and Credit Notes, read here. Step 1 Go to: Main Menu > Accounting > Receivable > Customer invoice > + New Debit Note (Click on image for larger view) Step 2 Fill in the relevant information. “General” … Read more
This page will guide you to create or post a Credit Note entry. Note: For more information about Debit and Credit Notes, read here. Step 1 Go to: Main Menu > Accounting > Receivable > Customer invoice > New Credit Note (Click on image for larger view) Step 2 Fill in the relevant information. “General” … Read more
When making a payment for “Unpaid Purchase” or “Unpaid Sales” invoice, you are usually paying for a “Conversion Balance” type of invoice. But before you can make the payment, it’ll be useful of you first understand what they are. Conversion Balance Invoice “Conversion Balance” Invoices are typically invoices created when you migrate your Trial Balance … Read more
Now that you know how to create a Direct Payment posting, creating an Invoice Payment posting is easy too. This guide will help you create a Receipt or Payment Voucher that is associated to an Sales or Purchase invoice. Step 1 Go to: Main Menu > Accounting > Bank > Payment > + New Payment … Read more
New payments must be created in the system for either payments paid or received. These records are also known as Receipt Vouchers (RV) or Payment Vouchers (PV) For more information on Receipt and Payment Vouchers, please read here. Once the RV or PV is posted, it will be used for your bank reconciliation process (this is … Read more
This section explains how to record a supplier invoice. Note: Creating supplier invoices are very similar to creating customer invoices but they are not the same. In supplier invoice, you have to fill in the supplier invoice number which is provided by your supplier. the Due Date is determined by the supplier and you have … Read more