The “Document — Trade with Invoice Issuance” mode is suitable for sales where a sales proposal or invoice is prepared for the customer first, and the goods are shipped with a delivery note. The invoice records the goods, quantities, prices, and counterparty. Payments can be recorded separately, including in installments, and checked in the “Customer Payments” tab.
This video is from 2019. The program’s design has changed considerably, and it has gained more features. However, the way many modes work is still the same or very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been in Ukrainian only.
How to Process a Sale by Invoice
The mode’s tabs cover sales proposals, invoices, delivery notes, returns, analysis, and stock reservations. Filters for date range, counterparty, business, accounting center, and currency help you find the required document. If the sale ends with a shipment, check the warehouse and the items in the delivery note before issuing it.
Video Chapters
- 00:07 What is “Trade with Invoice Issuance”
- 01:10 What does the form consist of?
- 02:27 Sales proposal
- 04:57 Invoice
- 07:41 Delivery note
- 09:23 Returns
- 11:14 Customer payments
- 12:50 Analysis
- 13:04 Item in the invoice
- 13:26 Reservation
More details: How to issue a delivery note
Go back to the previous step