Video tutorial
Tutorial content:
- Example of creating a record of an advance invoice
- Example of settlement of the advance invoice by a cash voucher
- Example of creating a record of an outgoing invoice
- Example of settlement of the outgoing invoice by an advance invoice
- Example of settlement of the outgoing invoice by a wire transfer
- Example of settlement of the outgoing invoice by a cash voucher
Click on the FINANCE module in the upper gray bar. There are several ways to dispose of an outgoing invoice or part of it. By Advance invoice, Wire transfer, or for example by Cash voucher.
Settlement of the advance invoice by a cash voucher
Now we click on Advance invoices in the left navigation bar, and then on the page we click on the button New advance invoice. Fill in the friendly name in the open form and use the picker to assign the customer. Then we fill in the amount excl. VAT and click on the Save button. On the Advance invoices page, we can see the record of the advance invoice created by us. To pay the advance invoice, we open its record and click on the Settlements tab. Here we click on the New cash voucher button. In the form, we check the price excl. VAT and click on the Save button. In the table, we can now see the cash voucher we created, with which we paid the advance invoice. Finally, we click on the Save button.
Settlement of the outgoing invoice by an advance invoice
Now we click on All outgoing invoices in the left navigation bar, and then we click on the New invoice button on the page. In the open invoice form, fill in the friedly name, fill in the field To account, and use the picker to assign the customer. Next, we click on the button New item in the Invoice items table. In the item form, we check the item name and determine the quantity. Next, we determine the unit price and save the record. In the Invoice items table we can now see the item we created. When we are done, we press the Save button. On the All outgoing invoices page, we can now see the invoice record we created.
Now we can pay part of the outgoing invoice with the advance invoice that we created in the previous step. So, we open the record of the outgoing invoice that we want and click on the Settlements tab. Here we select the advance invoice requested by us using the picker. If we really want to assign the selected advance invoice to this invoice, we click on the OK button. In the Advance invoices table, we can now see the advance invoice assigned by us. Finally, we click on the Save button.
Settlement of the outgoing invoice by a wire transfer
We can also use wire transfer to pay the invoice. So we click on the application Bank in the left navigation bar, and then click on the button New wire transfer on the page. In the form, we fill in the account number, the amount, the date of payment, and in the section Settlements we assign the outgoing invoice by us to the wire transfer. Finally, we select the state Assigned and press the button Save. On the Wire transfers page, we can now see the wire transfer we created, which was used to pay another part of the outgoing invoice.
Settlement of the outgoing invoice by a cash voucher
Another method of disposal of the outgoing invoice is by means of a receipt. So we click on Outgoing invoices in the left navigation bar, and then click on Unpaid invoices, where we open the invoice record we want on the page. In the form, we go to the Settlements tab. In the Wire transfers table we see the wire transfer created by us. To pay the remaining amount, we click on the New cash voucher button. In the form, we check the Price excl. VAT field and click on the Save button. In the Cash vouchers table, we can now see the cash voucher created by us. After clicking on the Dates tab, we can see that the invoice has been paid in full. When we are done, we click on the Save button.