Invoicing allows you to create sales invoices, orders and quotes. Depending on the method used, you can either:

Make product sales and update inventory.
Make service sales.
Create sales orders.
Create quotes.
Charge the total amount to the customer's account (receivables).
Collect the total immediately.

To enter an invoice, follow these steps:

1) Select the vendor if applicable.
2) Select the customer or activate the new customer option or leave blank for a cash sale.
3) Enter your products and/or services with quantities and prices.
4) By default, the total of the invoice will be charged to the customer's account. It is possible to make an immediate payment by clicking the button.

For customer selection there are 3 options:

1) Click on the magnifying glass and choose the customer from the search.

2) Create a new customer and enter the customer's information. (NEW METHOD 2021-04-01)
Depending on the configuration of the meters, the customer number can be managed automatically. In this case, just click the button and the next available customer number will appear as well as the following fields to enter information.
If the customer number is not managed automatically, you simply have to enter the new customer code of your choice.

Complete the customer information and click the save button to create the customer account immediately.
The account is created regardless of whether the invoice is completed or not!

3) Detailed customer without creating a customer account (cash sale) or updating customer information: Normally for a cash sale, no information is entered, however, if you want to specify the name and contact details for a cash customer, you must, if the number sequence is managed automatically, enter the information and then empty the Customer Code box and press the "Enter" key.

It is also possible to correct the information of an existing customer account, after selecting the customer, by clicking the button the window below appears and you can make your corrections. To save the changes, click the button.

To enter your sales items, you can enter the code and press the "Enter" key, use a barcode reader or click the button to activate the search. You can also enter a comment, simply type the comment in the description box without entering a product code and confirm with the "Enter" key.

If the Point of Sale mode is activated, as soon as you enter your product code, the line is completed and the system is waiting for the next product.

If Point of Sale mode is not enabled, you will be able to confirm quantity, description, price, discount, tax levels and serial number before confirming the line.

In Point of Sale mode, for an existing line in the invoice, the point of sale mode is disabled if you modify the line.

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If you use counter invoicing, the item procedures are different.

Counter invoicing uses a work line, (in yellow) on which the data entry is made.

Below, in the info section for the current item, we find the related products that come from the ACCESSORIES section of the CATALOGUE tab of the product sheet. We can add these items to the invoice with the button (indicated by the red arrow)

On confirmation of the line (Point of Sale mode or not) the completed line is found in the detail lines. To modify an item in the detail lines, click on the product code and this item will be found in the work line. Following its confirmation, it returns to its place in the detail lines.

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If the invoiced item is a set (a kit), the item and its components will be colored BLUE to distinguish them from regular items.

For a set if the component is not printed on the invoice, a small icon will indicate this option.

The button to the left of the product code allows you to insert a line.

The button allows you to delete a line

The button displays the product information window:

For an assembly, the possible number to assemble according to the components will appear next to the small icon, and if activated, this allows you to assemble this product immediately. See the assembly section for details.

If batches are enabled for an item and it is mandatory, you will need to choose a batch to obtain the possible SAVE of the invoice.


If the batch must be chosen (mandatory or not) click on the batch icon to obtain the batch selection.

Once the batch is chosen, you will see the icon in green with the batch inscription.

To update the Exchange Rate Register: Go to ADMINISTRATIVE SETTINGS you will find the EXCHANGE RATE section.

In this function you can automatically update the table via the global exchange rate center via the internet. The system will add the missing lines to the table. You can manually update the rates and values ??or delete the lines from the table if desired. You can choose an expense account to activate the function (ENTER EXCHANGE RATE AMOUNT) by searching or manually. A debit account is required. A copy option allows you to copy the account from line 1 to the other lines of the table.

The PURCHASE HISTORY button allows you to switch the invoice to historical mode (items are replaced by a table of the last 500 purchases with the price and discount for this customer. If the button is clicked, this item will be added to the invoice at the price paid in the history. The invoice can also be viewed by clicking on the number. To return to the invoice, click the Return to Invoice button.

The button brings up the section that allows you to place the product on order. These products can be processed in the products to order section.

The button brings up the profit calculator to help the seller in his price calculation or the selection of available prices (circled in red).

In the regular billing calculator on the right, we find the related products that come from the ACCESSORIES section of the CATALOGUE tab of the product sheet. These items can be added to the invoice with the button (indicated by the red arrow)

If the item sheet contains a sales format, the surface calculator will appear. It can be used to determine a surface to cover with the product's sales format.

The button brings up the notepad to enter very long comments that will have to be fragmented over several lines.

By clicking the button, the line will be split into the required number of lines.

The button allows you to convert a discount percentage entered into an amount.

The button on each line allows you to detax the amount entered in the Unit Price box.

If the invoice is paid by the customer, (is not charged to the account) by clicking the payment button, the following section appears to the right of the invoice. You can enter the amount remitted by the customer in one or more payment boxes. If one or more deposits exist (for an order import) you will see the total amount of the deposits and it will be automatically applied to the discount. * click on the = button to the right of the payment box to immediately enter the balance due.

The series of buttons in the center allow you to perform certain specific operations. The Copy and Credit buttons allow you to choose an existing invoice and copy it into a new invoice (the credit button reverses the quantities to make a credit). The Import.Com. button allows you to choose a customer order or a quote to invoice its content. The Loading button allows you to take an existing invoice to modify it or just print it depending on its status.

Depending on your profile settings, you can modify an existing open invoice. It is not possible to choose a posted (closed) invoice. TO modify an open invoice, click on the Loading button. A specific search for the invoice will appear.

if you have the invoice number you can enter it in the direct document section and click on the Load button.

By default, the search only displays open invoices. If you want to see closed invoices you must click the See all documents option. (in yellow)

In the search grid, the button allows you to view the summary of the invoice.

On selecting the invoice, it will be loaded and, depending on its status, will have a note under the customer's section.

If the option to view open orders is enabled in the operation settings, when creating a new invoice after selecting the customer will show the open orders and submissions for this customer. The hyperlink of the document number (in red) allows you to view it and the button imports the document directly into the invoice.

The word Billing in the center of the invoice (see top image) is clickable, it switches the invoice mode to Order mode and the order mode to Submission mode.

If you are in a mode other than invoicing, some sections will have different names. You will also see some information more or less depending on the type of document you have chosen.

For example, in an order you will have a Close button that allows you to close early.

	It is possible to mark certain items or comments on an invoice for blue or reverse marking (such as checks) to draw attention to lines on the invoice.
	You can manually put the TRACK code in the serial number to notify the printing function (invoices only).
You can also automate this feature by activating the reporting in the product sheet without putting anything in the two reporting fields. The product loaded in the invoice will be marked automatically. An order or work order that contains this item will be revised for marking automatically when it is imported or transformed into an invoice (blue INVOICE button).

For the payment of an invoice created by importing an order or work order, a deposit may be included. The section with the DOCUMENT REFERENCE heading will indicate whether a deposit has been given on the order or work order. By clicking on the list of deposits you will be able to view the deposit receipts.
If a deposit exists for the REFERENCE, when you click the PAYMENT button you will see the amount of the applicable deposit and the remaining amount due.
	By default (WITHOUT PAYMENT) the amount will be charged to the customer account normally. The difference due will be the balance of the customer account.
If the remaining amount is remitted in full, you will see the deposit applied with the deposit amount charged to the account to balance the charge - credit to the customer's account.
	If an amount greater than the remaining amount is remitted, you will see the change and the deposit applied with the deposit amount charged to the account to balance the charge - credit to the customer's account.