Invoices – Document – New Document – Sales – Forms

Below is a description of the individual forms that are completed when creating
a new sales document.

Document number

The next number is suggested, you can, of course, change it
to your own.

The button starts the numbering configuration.

Other number

You can enter your own number, in a different format than the default.

Date of issue of the document

Enter the date of the DD-MM-YYYY format or
select the date
you are interested in from the calendar window by clicking on the

icon.

Delivery/Service End Date

Enter the date of the format DD-MM-YYYY or by clicking

into the icon

Select the date you are interested in from the calendar window.

Kind

Enter the type of document, you can choose from: DUPLICATE, WITHOUT DESCRIPTION.

Place of Exhibition

Place of exhibition.

Order No.

You can enter the purchase order number on the basis of which the sales document is issued
.

Payment method

The form of payment, the list of payments available in the program can
be expanded with your own definitions.

Payment deadline

You can choose from the list or enter your own.

To account

The account number to which the payment is to be made (enter on an
ongoing basis or rewrite after selecting from the list of available accounts).

List of available accounts

A list of accounts, defined in advance, to which a deposit can
be made.

Comments

Additional notes to the document.

By clicking on the
Add items from the list of sample notes.

Additional text above the table

This text will print above the table containing
the goods/services sold.

Method of settlement

The way in which the invoice will be settled.

Business data

In this tab, enter the data about the Seller and the Buyer. In addition, it is possible to
introduce another buyer and a different payer. You can enter this data manually or by clicking
on the

recall the list
of previously entered companies (here we can also add a new company to the list,
correct the existing one or delete it).

You can search for a company in the online database of the Central Statistical Office by clicking the button

Goods, services

On this tab, you enter the items and/or services that are the next lines of the sales document
.

Further items can be added directly by clicking “Add item”
or selected from the list of goods/services previously entered into the program by clicking on “Add from the list”.

Summary

This tab contains the most important information summarizing the sales document.
It is also possible to specify the settlement amount, the recipient, the issuer and whether the inscription “Goods received” should be printed on the
document.