Sales (Customers, Offers, Sales Orders, Invoices, eInvoices, Retail)

Pošta Slovenije - eSpremnica - file
1. Settings - Your Company Click on "Your company" link 2. Pošta Slovenije eSpremnice To enable the feature, check "Pošta Slove...
Wed, 13 Nov, 2024 at 4:36 PM
Payment order print - offer/invoice
Using the payment order can be enabled in Settings (Settings/Your company), as displayed in the picture below: Upon activating, save changes. ...
Thu, 28 Nov, 2024 at 11:24 AM
Recurring invoicing
1. Enabling Recurring invoicing Go to Settings/Your company Tick the Recurring invoicing feature and save changes.  2. Setting up f...
Wed, 13 Nov, 2024 at 3:36 PM
Copying the offer - Download attachment
1. SETTINGS - Your company In ''Settings'' select ''Your company'' 2. Download attachment - Copying the offer ...
Tue, 3 Dec, 2024 at 10:51 AM
Customer/Supplier - display after search
If there is a large number of customers/suppliers, the redirection to the form might take some time as it involves reading the last group of data. In the ca...
Tue, 3 Dec, 2024 at 1:19 PM
Use the User and Business Unit for the Address and Contact
If in the header of the document, the phone number of the user who issued the invoice should be displayed, the following should be done: enter the user...
Tue, 3 Dec, 2024 at 4:48 PM
Displaying partner information on a document
If there are particular specifics about a customer, such can be written in Special requests, while Additional text, conditions, and instructions should be a...
Tue, 3 Dec, 2024 at 12:44 PM
Invoices - disable price correction
To prevent price changes, there is an option "Disable price correction". It can be enabled in Settings - Your Company. When this functionalit...
Tue, 30 Jul, 2024 at 3:44 PM
Invoice settings - Display only products from the price list
The setting allows you to display only the items that are on the selected price list. You can adjust the settings by enabling "Display only products ...
Tue, 30 Jul, 2024 at 3:54 PM