Making invoice

Making invoice


Use button 'Generate invoice'

  1. First, make a 'standard transaction' at the checkout.
  2. Go to the transaction page
  3. Click on the 'Generate invoice' button




Warning
It is not possible to cancel an invoice and make it another 'standard transaction'.

Info
It is important that a customer is added to the transaction in order to generate an invoice. You can change or add it.


Add company details and payment term

1. Open the linked customer page through the transaction or search the customer by page 'All customers'
2. Click 'Edit' at the top right
3.Under company data, the company name and payment term can be entered.



4. Click on 'Save'. This data will then be added to the invoice.

Alert
If no payment term is fulfilled, the standard of 14 days will be filled in. You can change this period per purchase on the transaction page per purchase.


Setting starting number invoice

  1. Click on 'Shop Settings' in the menu
  2. Click on 'Cashout'
  3. Change the beginning of the invoice number under 'Last invoice number' and click the 'Save' button






Show or look up invoices

Invoices are displayed in the Transactions overview.

1. In the menu, click Transactions.
2. Click on the blue filter icon behind the search bar.
3. Activate the switch in the Show Invoices text.
4. Click the Search button.

You will now receive an overview of all invoices. It is also possible to search by invoice number.


Show the amount of each item on my invoice without VAT

For this, our support team can customize the voucher for you by adjusting two tags:
Tag at Total: 47.93 _> nTotalExcVat
Tag by product line: nTotalPriceExVat

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