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Use the Generate button to create a document based on this invoice:
- Tax Invoice: To inform the customer about the VAT charged on the supplies. Tax invoices must be printed and sent to customers.
- 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 from the 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 > Purchasing and Warehouses 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. This type of documents is available if the Cash Flow Forecasting option is selected on the Administration > Settings > Money form.
- Proforma invoice: To inform the customer about the details of the supplies.
- Additional Expenses: To register any additional expenses related to the invoice, for instance, transportation expenses or other landing costs.
- Retention Transaction (Sales): To register the amount for retention that would serve as the warranty of work quality. This type of documents is available if the Enable Retention Sales option is selected on the Administration > Settings > General Settings form.
- Event: To schedule a meeting or a call with the customer regarding the invoice.
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