Expenses and payments can be centralized and managed through invoices added in Ebriza. Invoices can be added both automatically and manually.Based on the added invoices, Reception Entry Notes can be generated.
A. AUTOMATICALLY ADDED INVOICES
The first step is to authorize Ebriza in SPV so that you can import invoices into your Ebriza account. See here how to do the authorization.
The next step is to download the invoices.
If you have set up invoice retrieval on autopilot, invoices will be automatically imported from SPV into your Ebriza account.
If you have set up manual invoice retrieval, you will need to access the Costs menu, then click the "Download invoices from S.P.V." button.
The invoice will be automatically populated with invoice article. The invoice article represents the product or service invoiced by the supplier, therefore, in the invoice we will have the name from the supplier.
The quantities and prices added to the invoice will be automatically taken over in NIR.
If you use unit quantity 1, the unit of measure will be PIECE (PC) for the invoice article.
If you use unit quantity greater than 1, the unit of measure will be BAX for the invoice article.
The quantity declared on the invoice will be automatically taken over in NIR, taking into account the unit quantity set for the invoice item. For example, if the invoice item has the unit of measure BAX, and a box contains 20 pieces, then, when declaring 2 boxes on the invoice, 40 pieces will be automatically recorded in NIR.
If you want to manage stock by PIECE and not by BAX (or vice versa), it can be edited directly from the invoice:
The invoice article can be created directly from an invoice:
a. Write the name of the item in the first column and the Add invoice item option will appear, which you select.
b. Set the unit quantity, unit of measure and the VAT rate with which you purchase this item.
c. Save.
3. From the 3 points of the invoice you can open it. Make sure that both the quantities and the prices are correct.
Example with item unit quantity 1, Piece:
Example with item quantity unit 24, Bax:
To generate the Receipt Entry Note (NIR / REN) on added invoices, follow the steps here.
B. MANUALLY ADDED INVOICES
Access the Costs menu, then from "+" you can add a new invoice.
Fill in the fields:
Location - the current location you are logged in to is automatically selected. (if you want to enter invoices in another location, you will need to log in to that location)
Select the supplier or add a new supplier from the button above (+Add).
Select the invoice issue date - the exact date that is found on the invoice received from the supplier.
Fill in the invoice number - this is a unique number per supplier, it cannot be repeated.
Fill in the cost group - invoices can be filtered using the cost group tag, or custom reports.
Set the due date - the due date for the invoice payment.
Set the payment - the payment status Paid / Unpaid
Add invoice article - represents the product or service invoiced by the supplier, therefore, in the invoice we will have the name from the supplier (if you create it manually, it is not mandatory to note exactly as on the invoice).
Add the quantity - this will be automatically taken over in NIR. If a larger quantity is desired, it must be modified in the invoice, and the NIR must then be regenerated.
The invoice article can be created directly from an invoice:
a. Write the name of the item in the first column and the Add invoice item option will appear, which you select.
b. Set the unit quantity, unit of measure and the VAT rate with which you purchase this item.
c. Save.
If you use unit quantity 1, the unit of measure will be PIECE for the invoice item.
If you use unit quantity greater than 1, the unit of measure will be BAX.
The quantity declared on the invoice will be automatically taken over in NIR, taking into account the unit quantity set for the invoice item. For example, if the invoice item has the unit of measure BAX, and a box contains 20 pieces, then, when declaring 2 boxes on the invoice, 40 pieces will be automatically recorded in NIR.
If you want to manage stock by PIECE (PC) and not by BAX (or vice versa), it can be edited directly from the invoice:
Example with item unit quantity 1, Piece:
Example with item quantity unit 24, Bax:
3. After entering all the lines on the invoice, Save.
To generate the Receipt Entry Note (RIN/REN) on added invoices, follow the steps here.
[tags: invoice, entry, costs, NIR, REN, reception, merchandise, raw material, stock, supplier, provider]