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Create an invoice

On your list of invoices, click the + button to create a new invoice.

The invoice that you create is a customer or supplier invoice, depending on the which list you are currently in.



  • Customer invoice

Enter at least the Customer and a row of the invoice. The document date is set by default to the current date, while the Expiration date is calculated from the date of the document by adding deferred days and a Month end check (this rounds the expiration date to the last day of the month or before). The method, the bank, the deferment and the chargeable sales tax are applied at the moment of the choosing the Customer, taking the corresponding information specified in your records. This can be modified.



  • Supplier Invoice

Here, it is necessary to manually enter not only the Supplier and a row of the invoice, including the number and the Expiration date.



Once the invoice is created, you can view the information at the bottom of the Invoice rows tab.

Click on the blue arrow inside the field Cancelled amount to view the list of credit notes connected to this invoice.

Click on the blue arrow inside the Tax field to see a list of the amounts of the invoice lines (or related tax amount) grouped by tax code.


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Sengerio SUPPORT | 2020