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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...
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...
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...
Issuing a manual invoice can come in handy when you want to invoice a payment, but have not yet made the student enrollment and thus the purchase order. To issue an invoice manually navigate to Tax Management → Invoices / Credit Notes and click the green button at the top of . . . Continue reading...
By default, the system will issue invoices with today's date, but you can enter the option to issue invoices with the date the payment was recorded. Navigate to Tax Management → Tax Settings and click the previously entered company edit icon. Scroll to the second section at . . Continue reading...