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 the FINANCE application group in the upper gray bar. In the navigation area, click Incoming invoices to open the view page of the same name, and then click New invoice. In the new invoice edit form, enter the Friendly name, issue date, taxable supply date, due date, invoice number, and variable symbol. You can optionally assign the invoice to a contract using the picker. In the Invoice items table, click New item. Check the item name, enter its quantity and unit price, and save the record. The new item is displayed in the Invoice items table. Finally, click Save. The invoice is now displayed in the All incoming invoices table.
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.