How to create a new sales invoice in the system currency
In order to add a new sales invoice in the system currency user has to:
- Open list of sales invoices by selecting proper option (Sales -> Sales Invoices)
- Click [Add] button
- Select customer which will be assigned to an invoice – click button [Customer]
- Select a group to which customer belongs and then select a proper customer
i. If customer doesn’t exist, before selection execute scenario How to add a new customer
- Define other basic parameters (e.g. date of issue, VAT aggregation and direction, etc.)
- Successively add all the elements by clicking button [Add] in menu Items
a. Select an item by clicking [Merchandise/Service] button (analogically like it is in case of customer)
i. If item doesn’t exist, before selection execute scenario How to add a new item
b. Select lot from which item will be sold
c. Define quantity of items which will be sold and move it from lot to subitems
d. Define parameters of element value calculation, e.g. user discount (see chapter: Adding an item to a sales invoice)
- Save the element
- points 5-8 should be repeated until all items are added
- define planned payments for sales invoice
a. if SI is paid with one default payment in term of document issue then this point should be omitted
b. else – define payments for a document
9. save document as unconfirmed or confirmed