You can add a new revenue by clicking the New tax invoice/New bill button. Adding the form consists of the following fields:
Headline
You have to complete the following information:
Step 1.
Step 2.
Customer details
You can choose a previously saved contractor from the list or add a new one. In this section, there is a customer selection area and a button which allows you to add a new contractor.
When selected, the following information is displayed:
Completed from this level by clicking the Edit button for a given customer. A pop-up window will appear with a possibility to fill in the missing information.
Dates
Settings
Both options are the default settings for the previous transactions or country.
Currency conversion
Revenue items can be converted to a currency other than the account’s main currency. To do this, in the currency selection area choose the currency you want the calue to be converted. You can use the automatically downloaded value (the rate according to the European Central Bank) or enter it by yourself. If the system can’t download the currency exchange rate automatically, the download button won’t be displayed.
In the view, the currency for individual items doesn’t change. The values for the main currency and for the converted ones are displayed in the document’s summary.
Items
The areas above are the default for the document. You can display extra options:
You can display additional areas by selecting them from the list which is hidden under the cogwheel icon. Next to each line, you can find a button to delete the indicated line. Deleting the line makes it clear.
Summary
Below the line you can find a summary of the invoice’s items including:
amount due
Payment history
This section is available after saving the document. Contains an area for entering the fee paid by the contractor
Footer
Items displayed in this section:
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