Invoice Administration

Invoice Administration

From the Administration menu go to the InvoiceFlow section.

To enter a new invoice category select the Add a new supplier.

Enter a description for the category, the user will see this.

Select where in the list of categories this should show.

Invoice category

Enter the default VAT code for this category.
Switch on any coding required for this category and whether it is required or can be entered by the user.
Enter an account code for the category.
Click Save to exit.

To Add a new supplier, click the add new button. Use the pencil to edit an existing supplier.

Enter a description and short code for searching.

Select the payment method from the drop down list.

Enter the payment terms and main phone number.

Select the default name and address from the list of contacts and addresses already setup for that supplier. 

Click Save to exit.

 

 

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