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This guide will explain the process to be followed when issuing Self-Invoices. Autobills can be issued in two ways: By creating it manually By linking it to an expense in the Exit Master 1. Manually creating an Autobill To issue an Autobill manually you will need to access the section Tax Management→ Autobills: Once here you will need to . . . Continue reading...
To partially invoice a business order issued from Crm & Marketing → Offerings, navigate to Crm & Marketing → Orders and click the "show order details" button CAUTION! In order to proceed with invoicing the order, whether partial or total, make sure you have confirmed it by clicking on the appropriate confirmation button! A . . . 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...
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...
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...
In the case where it is necessary to abandon payment of an invoice that is to be settled, either 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, or a credit note issued to reverse (partially) an invoice, but which is not to be concretely . . . 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...