Video tutorial
Tutorial content:
- Example of creating an incoming invoice record
- Example of creating a incoming invoice record using the import of electronic invoices in ISDOC format
1. Create incoming invoice
Click on the FINANCE application group in the gray upper bar. In the navigation area, we click on the Incoming invoices application and a view page of the same name opens. In it, we then click on the New invoice button. This will take us to the edit form of the new record of the incoming invoice. Here we fill in the friendly name, date of issue, date of taxable performance, due date, invoice number and variable symbol. If we want, we can assign our invoice to a specific contract using the picker. In the Invoice items table, we click on the New item button. In the form, we check the name of the item, indicate its quantity and determine the unit price. When we're done, we'll save the recording. We now see the item created by us in the Invoice items table. At the end, we click on the Save button. In the All incoming invoices table, we can now see the incoming invoice record we created.
2. Creating an incoming invoice using electronic invoices in ISDOC format
Now we will show you how to create an incoming invoice based on importing an invoice in ISDOC format. First, we click on the New invoice button. If we want to import the incoming invoice in ISDOC format, we click on the Attachment 1 button in the Attachments section. After loading the invoice in ISDOC format, the Read data button will appear, after pressing which the fields of the form will be automatically filled with the data of the electronic invoice. When we are done, we click on the Save button. On the All incoming invoices page we can now see the invoices we have created.