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- Tax Invoice: Tax invoices must be printed and sent to customers. If you have generated multiple invoices for the same customer, you can create a summary tax invoice. For this, select specific invoices in the list and on the toolbar click Generate > Tax Invoice.
- Credit Note (Goods Return): To register the goods return from the customer
- Credit Note (Invoice Correction): To correct the invoice.
- Credit Note(Mutual Settlements Agreement): To adjust the customer receivables.
- Goods Dispatch Note: To issue the inventory for fulfilling the order from the warehouse where warehouse where warehouse documents are used separately from financial documents. This type of documents is available if the Separate Inventory and Financial Documents option is selected on the Administration > Settings > General Settings form.
- Payment Terms Adjustment: To adjust the payment terms, if necessary.
- Cash Receipt: To register any cash payments received from the customer.
- Bank Receipt: To register any payments received from the customer to your bank account.
- Cheque Received: To record any bank checks received from the customer.
- Money Receipt (Plan): To plan payments to be received from the customer.
- Proforma invoice: To bill the customer for the supplies.
- Additional Expenses: To register any additional expenses related to the invoice, for instance, transportation expenses or other landing costs.
- Invoice Received (Return from Contract Warehouse): Invoices received are generated to register the return of the goods after storage in third-party contract warehouses.
- Event: To schedule a meeting or a call with the customer regarding the invoice.
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