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1. Adding an Additional Message in Invoice To insert a Note in the individual invoice follow this guide. In case you need to add an automatic message to be inserted in all Invoices you can navigate to Tax Management → Tax Settings → Edit next to the Tax Company of interest: Scroll to . . . Continue reading...
If payment of an active invoice was recorded after it was issued (i.e., an invoice issued manually with a payment due date or relating to an installment of an order yet to be paid), it will be possible to remove the payment record and return the invoice with status as . . . Continue reading...
It is possible to add a Unique Code useful for electronic invoicing to certain figures within the management system of ScuolaSemplice. Currently, it is possible to insert the SDI code in the Master Data of Students/Tutors, Client Companies and Preparation Centers. Add the Unique Code for Student and Tutor Master Data Navigate to Master Data → Students/Tutors → . . . Continue reading...
If the Public Administration has been entered under Master Data → Client Companies then we should navigate to Tax Management → Clients/Suppliers and click the Edit button next to the name of the Client Company concerned. At this point we should flag the entry This is a Public Administration: This way when . . . Continue reading...
It is possible to record a down payment for a Vendor Invoice by navigating to: Tax Management → Expense Master → On the invoice of interest → Edit → Record Payment → Partial Payment: Once the down payment is recorded, the payment will not appear fully settled but will appear in parentheses the amount that still needs to be . . . Continue reading...
It is possible to perform an import of invoices already generated in XML into the management system. Navigate to Tax Settings → Invoices/Credit Notes and select the three bullets at the top right and then Import XML Invoices: In the box that opens click on Choose File: From the file selection window . . . Continue reading...
It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . Continue reading...
To access the payment schedule navigate to the menu Tax Management → Payment Schedule. Warning. The payment schedule in Fiscal Management, will include incoming payments to be received and outgoing payments to be made, only if they arise from active and passive invoices. So if an entry order, for example, does not . . . Continue reading...
It is possible to view payments that have occurred as a result of an entry via Sales Form. Navigate to Configuration → Sales Form, next to the Form of our interest click the Show payments received item, the following screen will open: You will be able to view a lot of information including Payment Method, . . . Continue reading...
It is possible from Financial Management → Lessons to Pay and from Teacher Pay to ignore a payment and, if desired, reinstate a previously ignored one. The procedure to be performed in Lessons to Pay is this: In an as-yet unapproved monthly payment click on Ignore payment of this fee: At this point the . . Continue reading...