For orders added from the Sales menu, invoices can be issued at any time upon customer request, or in case of an error, once issued, they can be canceled.
To add a new order, click on the Sales menu, and from the "+" button add a new order.
Add a new client from the Add client button or select an existing one from the Select client button.
To add products to the invoice, click on + Add products.
When adding products, both the prices and the VAT rates are those existing in the Nomenclator. You can add the desired quantity and change the price of the products in the columns Quantity/ Price without VAT/ Price with VAT.
In the "Made by" field you can choose the name of the invoice issuer. If you do not choose a specific issuer, the field will be filled in automatically with the name of the user from whom the order is created. Issue the Proforma/Invoice.
If you choose for issuing a proforma, you can download it in PDF or send it by e-mail to the client.
When you want to convert the proforma into an invoice, click on the Convert to invoice button.
After issuing the invoice, you can download it in PDF or XML format, or send it by e-mail to the client. In the column Tax Authority the status of sending the invoice is displayed in the Virtual Private Space. Click here to find out how to authorize Ebriza to send invoices to Tax Authority.
You can collect the invoice, issue notice or print confirmity declaration from one of the +COLLECT, ISSUE NOTICE, PRINT CONFIRMITY DECLARATION buttons.
To cancel the invoice, click on the red CANCEL INVOICE button.
[tags: invoicing, manual invoice, invoice]