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Invoices, Delivery Notes and Acts in Torgsoft

10.02.2012 00:00

This video is from 2012. The program design has changed considerably, and it has gained more features. However, the way many modes work has stayed the same or is very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been in Ukrainian only.

Invoices and shipments

In the trading with invoice mode, create a document for the customer and check the list of goods or services, the price, quantity and details. Record payment and the actual delivery of goods as separate actions so you can track the balance due and remaining stock. If needed, create a delivery note from the linked invoice.

Acts and payment tracking

For completed services, prepare an act with the correct date and description. If the customer pays in installments, match each payment to the invoice and check the outstanding balance before closing it. This 2012 video was recorded using an older version; use the current mode description to determine the applicable document templates, details and accounting rules.

More information: Trading with invoice