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To edit an invoice that has already been issued there are two methods, both of which may be useful on different occasions. The first is found in Tax Management → Invoices/Credit Notes click Menu next to the invoice you want to edit and from the drop-down menu select Invoice Details and Payments. From here select the icon . . . Continue reading...
To issue a partial credit note on an invoice, navigate to Tax Management → Invoices/Credit Notes. Then click the "Menu" button on the line of the invoice you wish to partially write off, followed by the "Invoice and Payment Details" option. From the next screen, you will need to navigate down to the "Due Date" section . . . Continue reading...
To change the next invoice number in sequential numbering, or the format, navigate to Tax Management → Tax Settings: Click the orange icon "Manage Billing Sectionals": Click the Edit button (next to the sectional of interest), specifically the one(s) related to Invoices: On the "Next Document Number" line, indicate the number of the . . Continue reading...
To delete a receipt, you must navigate to Tax Management → Receipt List and select the red trash icon. CAUTION: Because of the importance of maintaining the correct numbering of receipts, the system allows you to reuse the number previously assigned to a receipt that has been deleted. If you delete the last receipt, when you . . . Continue reading...
Mass Generation of Tax Receipts To massively generate tax receipts for an arbitrary number of settled payments, navigate to Fiscal Management > Income/Expenses and check the checkbox in the upper left corner above the list of transactions. Below, check the checkboxes for all payments recorded for the . . . Continue reading...
In order to be able to issue tax receipts following the receipt of a payment. you will first need to have previously enabled their issuance from the company's tax settings. Click here to read the article on configuration. There are three ways to proceed with the issuance of a tax receipt. Issuing tax receipts from the section . . . Continue reading...
In the event that there are duplicate master records in Fiscal Management → Customers/Suppliers for the same customer and/or supplier, you will be able to use the function to merge these duplicate master records, thus merging all the data and information from both into a single master record. Navigate to Tax Management → Customers/Suppliers and enter the flag . . . Continue reading...
To record an output manually, you can navigate to Tax Management → Income/Expense and click on the top right in the orange arrow pointing down and click Add Simple Movement: The following screen will open where you can enter all the desired values: Once you have entered values such as . . . Continue reading...
In the event that a credit note has been manually issued for a previously issued invoice, it will be possible to link one to the other, as if the credit note had been issued from the invoice in question in the first place (click here to read the guide on issuing credit notes . . . Continue reading...
To delete an erroneously issued invoice, navigate to Tax Management → Invoices/Credit Notes: Then click the "Menu" button on the line of the invoice in question and below choose the "Remove Invoice/Credit Note" option: Following the deletion of the invoice, it will be automatically disconnected from the order and payments, allowing . . . Continue reading...