1. Open “OPERATIONS” and select “Receivables”. 2. Click on the receivables line. The next page displays all receivables from every client. Information can be searched and sorted by all visible characteristics. You can find a detailed list concerning the use of filters here. Receivables fully bound to invoices are highlighted in green. […]
Offers
The SimplBooks system allows saving (price) offers made to clients. The offer lines are identical to those of sales invoices but financial transactions are NOT CREATED on the basis of offers, therefore offers have no effect on accounting. 1. Open “OPERATIONS” and select “Offers”. 2. To enter a new offer select “New […]
Invoice number formula – how to create an invoice number?
The number counter is predefined in the programme. However, the counter can be reset. 1. Open “SETTINGS” and select “Environment settings”. 2. On the next page, select either “Invoice settings” (sales invoices), “Price offer settings”, “Purchase invoice settings” or “Warehouse settings”. 3. When resetting the number counter you can use numbers, letters […]
Unbound payments
Unbound payments are payments to a supplier that are not bound to any purchase invoices. 1. Open “OPERATIONS” and select “Payments”. 2. Click on the payment line. The next page displays all payments to every supplier. Information can be searched and sorted by all visible characteristics. You can find a detailed […]
Payments/Receivables
1. Open “OPERATIONS” and select “Payments” (“Receivables” in the case of receivables). 2. Click on “NEW PAYMENT”. 3. Fill in the details concerning the payment and supplier and save the payment.
Changing automatic financial transactions
Automatic transactions can be predefined. When creating/changing a sales invoice, you can also change the income account on each invoice line separately (sales invoices, prepayment invoices, purchase invoices, receivables and payments). 1. and 2. Let’s look at changing a financial transaction on the example of a sales invoice. First you […]
How to create the next invoice/offer for the same client/supplier easier?
If an invoice(s) has been previously created for a client/supplier, it will be most comfortable and comprehensive to create a new invoice on the basis of the old one. A new invoice/offer (sales invoice, purchase invoice and offer) can be created for the same client/supplier on the basis of an […]
Importing clients/suppliers
Upon import, all business partners are marked as “Client”. If you enter a purchase invoice under a business partner’s name, the partner is also marked (automatically) as ”Supplier”. 1. Open “PARTNERS” and select “Clients”. The list of clients/suppliers can be imported as a CSV text file by clicking on “Data […]
Clients/Suppliers
Clients and suppliers are not strictly distinguished in the SimplBooks system since one company can be both for your company. 1. Client/supplier details can be changed on the client information sheet. Different segments of the client/supplier information sheet display related contacts, contact details, notes and sales and purchase invoices and […]
Contacts
The system allows tying a contact person to a specific company (client/supplier). Several contact persons may be added for one company. 1. Open “PARTNERS” and select “Contacts”. 2. To add a new contact click on “NEW CONTACT”. 3. Fill in the fields. In the fields on the next page you […]
