INVOICE MAKING - HOW DO WE GET STARTED?
You can start to create an invoice in 3 ways:
- From the CUSTOMER input screen
- From the FACTORS main menu
- You double click on a name in the main screen
MANUAL or SELECT FROM LIST
Below is a screen showing the demo data that may be in PERIFACT. Creating a new invoice is easy, in the screen below you will see a number of orange tabs (Invoice Lines, Characteristics, Payment and Amounts, Intro Text, Closing Text, Presentation and Attachments). Choose: Invoice Rules.
You now have the option to manually enter everything like the description, quantity, delivery date etc. Or if you want to add something to your invoice that recurs regularly, press the [Search in products] button. Then choose an item from the list that appears. Once you have entered everything correctly press the [Add line] button. Repeat for all the invoice lines you want to add.
Then, in the same screen but under the [Payments and amounts] tab, you can still indicate whether a down payment has already been made, whether you want to give a discount, whether you want to reverse the VAT, etc.
Then, in the same screen but under the [Payments and amounts] tab, you can still indicate whether a down payment has already been made, whether you want to give a discount, whether you want to reverse the VAT, etc.
When you're done, press the [Save and Print] button at the bottom, or if you want to print it later just press [Save]. And you're done!
