Producing digital documents for email
There are two types of tax invoices:
1. General invoice for billing for various services
Invoices can be generated based on work performed for a client or as a general invoice with the ability to freely itemize items.
2. Tax invoice for the supply of goods
For suppliers, invoices are generated based on delivery notes and the products supplied. The system ensures that it is not possible to charge twice for the same products and invoices.
Invoice/receipt production
Generating an invoice/receipt is done in the same way as generating a separate invoice and receipt, only in this case everything happens in one document that includes invoice details and receipt details. The digital document is sent to the customer's email.
Generating a credit invoice
Generating a credit note for a customer is done in the same way as a tax invoice, only this time the amount listed in the document will be minus and the title of the document will be changed to "Credit Note." Like the other documents, the credit note is sent by email with a digital signature.
Receipt production
Generate digital receipts directly to customers' emails. Receipts and invoices can also be generated in the app.
When generating receipts, you can select the invoices for which we received payment. This associates a receipt with the invoices and makes a reconciliation in the ledger if their amounts are equal.
When generating a receipt, the system retrieves a deduction percentage that was defined on the Company Settings screen. The software automatically calculates the deduction based on the percentage set for the company and executes journal commands accordingly.
Producing receipts by receipt types:
Cash - Check - Bank Transfer - Credit Card