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In case you need to abandon the payment of an invoice to be settled, in whole or in part, because it is no longer due or because it has already been paid and you do not want to record the transaction, navigate to Tax Management → Invoices / Credit Notes. From the next screen click the "Menu" button on the . . Continue reading...
To issue Credit Note directly from the invoice you intend to reverse, navigate to Tax Management → Invoices / Credit Notes: Then click the "Menu" button on the line of the invoice in question and choose the "Issue Credit Note" option: At this point, by issuing the credit note, you will be able to . . . Continue reading...
Creating a Customer/Supplier gives the option to issue manual Active Invoices or to manually mark an output with an attached Passive Invoice. To enter a customer or supplier master record, navigate to Fiscal Management → Customers/Suppliers and click the button at the top left of the screen "Add Supplier Customer": This will open . . . Continue reading...
In the event that some error has been made in the compilation of invoice data (in general, possible errors concern the master data of the invoice holder), not complying with the canons of compliance of the XML file established by the Internal Revenue Service, it will be possible to check the type of non-compliance highlighted by the system and . . . Continue reading...
To mass download active invoices navigate to Tax Management → Invoices/Credit Notes: Click the Any Period drop-down menu and choose the Specify a Period option and select Current Quarter, Past Quarter or Specify a Period: Download Invoices in PDF or XML Having selected the Period of interest, under . . . Continue Reading...
To configure one or more company accounts related to the school navigate to Tax Management → Tax Settings and click the "Company Account Management" icon on the company row. Then value the checkbox "Enable management of cash and account balances" and click the "Add new account" button. Then enter: Account name: . . . Continue reading...
To configure the stamp so that it is included on the invoice and/or tax receipt, navigate to Tax Management → Tax Settings and click the edit icon on the company line. Configuring the Invoice Stamp As for configuring the stamp in invoices, scroll to the second section of the page and enter . . . Continue reading...
Activating Electronic Invoicing In order to generate XML files of issued invoices, you will first need to configure some system settings. As a first step, navigate to Tax Management → Tax Settings: Then click the edit icon on the Company row: From the next page, scroll to about halfway, value . . . Continue reading...
In the event that a student enrolled in a course wants to use different billing information than his own residency information, because someone else such as the company he works for is paying for the course for him, he need only go into his student record and enter the information . . . Continue reading...
In case you need to issue a single invoice to the customer for installments of the same enrollment order, the system provides this option. So, to configure single invoicing for multiple payments, navigate to Configuration → Settings → Order-related settings. Now, from the drop-down menu "Generation . . . Continue reading...