Invoices

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Invoices

In the Invoices tab, you will find settings for accounting documents issued by your company. Here you can change the name, type, format and numbering of documents that the system will automatically generate for your clients.

1. To go to the invoice settings, select the Settings tab from the menu on the left, and then the Invoices tab.

2. Editing the type of documents.

   1. To edit the document type, press the edit symbol next to the selected option.

   2. In the newly opened window, enter the name of the document type and its code.

   3. Then press the Save button.

3. Editing the list of sellers.

   1. To edit the list of sellers, press the edit symbol next to the selected option.

   2. In the newly opened window, add new or edit existing data.

   3. Then press the Save button.

4. Adding registers.

   1. To add a new register, press the Add register button in the upper right corner of the Registers field.

   2. In the newly opened window, enter the name of the registry and press the Next button.

   3. In the next step, complete the registry data, incl. invoice numbering, document display format, bank account number or due date.

   4. After completing the data, press the Save button.

5. Editing of registers.

   1. To edit a register, press the edit symbol next to the selected option.

   2. After making changes, press the Save button.