Video tutorial
Tutorial content:
- Example of creating an invoice record
- Example of creating a goods delivery note
1. Invoicing
In the FINANCE tab, click on the New invoice button. We will fill in the friendly name of the issued invoice in the form. We will also check the Code type, Year, date of Issue, Date of taxable performance, Due date, Business unit and Payment type. We will now assign our invoice to the contract using a picker, which will automatically add information about the customer. Click on the Copy from contract button next to the table of Invoice items. Then in the table Uninvoiced contract items we will check our item and click on the Copy from contract button again. Copying the items to the invoice will automatically fill in the fields Total excl. VAT, Total incl. VAT and VAT 2. This completes the invoice.
2. Issue of Goods delivery note
We get to the issue from the contract in the Other tab. Here you will find the button Issue GDN. When pressed, a Goods delivery note is issued for the given contract, which automatically has the status Issue from stock. Her record will immediately appear as pending on the same page in the Goods delivery notes table, where we can click on it. (Goods delivery note can also be found in the module INVENTORY in Goods delivery notes). Finally, click on the Save button.