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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...
To enable issuance of tax receipts navigate to Tax Management → Tax Settings: Then click on the Edit button next to the Company of interest: From the next screen enhance the checkbox "Enable issuance of tax receipts for payments received." Then enter: Next receipt number: the number of the receipt from which you . . . Continue reading...
To edit the description of an issued invoice, navigate to Tax Management → Invoices / Credit Notes→ Edit and click the Edit Invoice Attributes option on the specific invoice line. Then click the blue edit icon on the first line: Now the system will make all the parameters of the Invoice editable: The . . . Continue reading...
To change the invoice recipient of an issued invoice, navigate to Tax Management → Invoices/Credit Notes and click the Edit Invoice Attributes icon in the menu of the specific invoice line: Once inside you will have to click on the edit button to the right of the invoice recipient: You will have to . . Continue reading...
To change the issue date of an invoice, navigate to Tax Management → Invoices/Credit Notes and click on Menu → Edit Invoice Attributes on the specific invoice line: Click on the Edit icon next to the issue date in the upper left corner: Enter the new date of . . . Continue reading...
To change the payment method of an issued invoice, navigate to Tax Management → Invoices / Credit Notes and click the Show Details icon on the line of the specific invoice. Now from the drop-down menu at the bottom of the page, choose the new payment method and click the button . . . Continue reading...
To record expenditures navigate to Fiscal Management → Expenditure Master: Click the green button in the upper right corner Add Expense Item: Search for the teacher/administrative or supplier for whom to record the expense using the relevant search fields: NOTE: Suppliers can be added to the system from . . . Continue reading...