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Creating an invoice

Invoice and document editor

In this window you create or edit an invoice – and in the same way an order, proforma invoice, delivery note or price offer. The customer and dates are at the top, details and the delivery address on the right and the document items at the bottom.

Creating an invoice in EconomSys – example with fictitious data

Customer

Type the Company ID and click the magnifier – the program finds the address in the address list. The bin clears the customer. The details (Company, Name, Street, City, ZIP code, Country, Email, Phone, VAT ID, TAX ID) are stored in the document.

Dates, payment and symbols

Fill in the Date of delivery, Date of issue and Due date, the Delivery and Payment method, the Variable, Specific and Constant symbol and optionally the Contact and Center. Totals Without VAT, VAT, Total and Incoming payments total are calculated automatically.

Details and delivery address

The Details part links the document to a Business case, Order number, Proforma invoice and Delivery note and holds the Original number, Currency and Currency rate. Choose the Delivery address with the magnifier. Below it select the Title and document texts.

Right panel

Details, Delivery, Texts – quick jump; Paste from clipboard; Payments and Cash payment; Reserve all items, Cancel reserved, Show reserved – stock reservations; Create a stock receipt.

How to create an invoice step by step

In the main menu open Issued invoices and click New.
Enter the customer's Company ID and click the magnifier, or fill in the details manually.
Check the date of issue, date of delivery, due date and variable symbol.
Click Add New item to add a stock item or a free item; Add items from takes items from another document.
Click Save. Then print the invoice from the list, save it as PDF, send it by e-mail or as an e-invoice.

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