Tutorial – Introducing new businesses

To enter a new company, click Invoices -> Contractors -> Add new or CTRL + K.

A window with five tabs will appear.

On the “Basic” tab, enter the symbol and assign a group from the drop-down list (icon
).
Editing groups is also described in the Tutorial. Enter address details and account numbers.
It is possible to copy the text from the clipboard (the
).

On the second tab, “Additional”, enter additional data.

On the third tab “Personal data”, enter the PESEL number, ID number, date of issue and specify the taxpayer.

On the fourth tab “Documents”, select documents related to the company.

On the last tab “Payments”, we specify the discount and the payment date, m.in.

Confirm by clicking the

In case of an error, follow the on-screen instructions.