1. Sales - select Invoices - Prepaid
Click on the sub-menu ''Prepaid''
2. List of Prepaid Invoices - Select adding a new Prepaid Invoice
Click on the icon (+) to add a new Prepaid invoice.
3. Entering Prepaid Invoice data - page header (when the offer is already added)
Enter data in the header of the Prepaid Invoice page. Mandatory fields are marked with (*)
1. Enter the Prepaid Invoice number (if the automatic numbering is not configured)
2. Enter the Invoice date
3. Select the Customer for whom the Prepaid Invoice is created
4. Select the offer to which the prepaid invoice is connected.
5. Select the date of providing service
As soon as you select the offer that has linked payment (bank statement and prepaid amount for the offer must be entered beforehand), in the header of the Prepaid Invoice page, the offer value is indicated together with the received prepaid amount for which the prepaid invoice has been issued)
3a) Entering Prepaid Invoice data - page header (when the offer is not added)
Enter data in the header of the Prepaid Invoice page. Mandatory fields are marked with (*)
1. Enter the Prepaid Invoice number (if the automatic numbering is not configured)
2. Enter the Invoice date
3. Select the Customer for whom the Prepaid Invoice is created
4. Select the Bank/Cash register
5. Select the date of providing service
As soon as you select the transaction in the header of the Prepaid invoice page, the value of the received prepaid amount, for which the prepaid invoice will be issued, is displayed
4. Prepaid Invoices items
The prepaid invoice row is created automatically, depending on the tax category, if the offer is selected...
If you selected the cash register transaction, then correct the net amount and tax, so that the gross amount is correct, i.e. transaction worth 1000 EUR and 22% VAT = set the net amount on 819,67 EUR and VAT on 22%
5. Save Prepaid Invoice data
Save your entries by clicking on ''Save''; to print it, you need to click on ''Print''.
6. Select Prepaid Invoice printout
In the list of reports, select ''Sales prepaid invoice'', while for the printout format, select PDF, and finally, click on ''Print''
1. A new window will open (Empty, do not close it until the report is generated)
2. Open the report and print it on your printer.