Invoicing an order

The interface is used to enter a financial document to one or more orders. The order from which you started the invoicing process will automatically appear on the screen as selected. In addition, all unbilled orders of the same counterparty will also appear and can be selected and included in the financial document.

The screen is divided into the following parts – Data and Settings (1), Operations (2) and Sum (2) :

Data and settings (1)

In the section you first see information about the Supplier. The info button opens a counterparty file.

Then in Financial Information you have the option to select the type of document you are creating- Invoice, Receipt or Proforma. Depending on what type of financial document you select, you will see a different order in the Operations section (2). The result depends on the billing type selected when the order is created.

When creating the financial document, you can also issue a payment document by ticking the Payment checkbox and specify which account it will be reflected in.

The Advance checkbox is used to issue an advance financial document, and you have the option to calculate its value as a percentage or amount.

In the next fields you must select the Office where the financial document will be entered, the currency and the cashier if you will also be entering a payment document.

Checkers manage the following additional options:

Option	Description
Ignore stoppages	Used when you want to create a financial document for the full amount of the order, ignoring the reversals made against it.
Ignore discounts	Used in cases where you want to create a financial document for the full amount, ignoring discounts.
Financial document to a third party	Used when you want to create a financial document for a counterparty other than the one in the order.
Grouping – print lines	Used when you have orders for multiple lines and want them to be grouped by item/service and unit price in the Print view.
Separate financial documents	It is used when you want the marked orders to be invoiced in separate financial documents. An additional Generate PDF check box appears.

Operations (2)

Based on your selections in the previous sections, the Transactions section will show you different lines that you can select for billing. The table contains the following columns:

Column	Description
Checkbox for marking	Mark the desired order for invoicing.
Document number	Order Number.
	Opens an order file.
Date	Displays date of order.
Type	Displays the document type.
Currency	Displays the currency of the order.
Discount of the document	Shows the discount given on the document, if any.
Sum	Displays order amount.
Amount, BGN	Displays order amount in BGN.
For invoicing, BGN	Shows how much of the amount is left to invoice.
For payment, BGN	Shows how much of the amount is left to pay.
Button for rows	Opens an interface for selecting billing lines. It is used when you want to invoice only some lines of the selected order.

You can include the following additional columns for more information to the table:

Option	Description
Office	The office from which the order was placed. If a user does not have the right to work with an office, they will not see it in the result.
Contract	Displays the name and contract number under which the order was placed.
Merchant	Shows the merchant of the order.
Finance	Displays columns with tax transaction data, billing method, payment method set in order creation.
Description	Displays the description of the document, if any.
Description for internal use	Displays a note with the document, if available. Note: When you select Description or Note, an additional button appears in the list that allows quick editing of both fields.
Price	Displays the full price for the order and breaks down the actual price of the items and taxes into several columns in the list (Price, Tax, Amount)

Sum (3)

In the Amount field (3), your selected billing documents are calculated. If you have selected to pay the finance document, a Payment Amount field will also appear where you can specify how much will be paid.

In the Footer are the buttons to confirm or cancel the operation.