{"id":15926,"date":"2025-06-24T16:00:20","date_gmt":"2025-06-24T13:00:20","guid":{"rendered":"https:\/\/support.simplbooks.lt\/?post_type=ht_kb&p=15926"},"modified":"2025-12-05T16:34:23","modified_gmt":"2025-12-05T14:34:23","slug":"adding-sales-invoice-settings-and-entry","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/adding-sales-invoice-settings-and-entry\/","title":{"rendered":"Adding sales invoice – settings and entry"},"content":{"rendered":"\n

This guide provides basic settings of the sales invoice.<\/p>\n\n\n\nReminder<\/span> IF<\/strong> Entering initial balances <\/a>has not been saved, no accounting entries are made in the accounts<\/p>\n\n\n\n\u25cf<\/span> Before entering your first sales invoice, you should think about the format of the invoice numbers<\/strong>. By default, the number formula is set to the number of years + 3 digits (3N). Also consider using a reference number as this makes it easier to link receipts and invoices when importing the bank.
The invoice number formula and reference number can be set in Settings -> Environment Settings -> Invoice Settings. <\/strong><\/p>\n\n\n\n\u25cf<\/span> While you\u2019re in the invoice settings, it\u2019s a good idea to review the invoice templates as well. Choose a preferred one from the existing templates or create a new one in Settings -><\/strong> Environment Settings -> Invoice Settings. <\/strong><\/p>\n\n\n\n

\u25cf<\/span><\/strong> To enter a new sales invoice,<\/strong> go to Operations -> Sales invoices -> New invoice<\/strong><\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\u25cf<\/span><\/strong> Below, we\u2019ll take a closer look at the different panels and configuration options. Click on a topic to read more detailed information.<\/p>\n\n\n

<\/span>Setting up the invoice entry view<\/div>
\n

This setting is user-specific, allowing each user to customize the visible fields according to their needs.
\nIn the top right corner of the invoice panels, there is a gear icon. Clicking on it will open the configuration view. First, you can choose whether the data is displayed in one or two columns (the default is two).
\nIf you select the single-column view the \u201cInvoice details\u201d panel <\/strong>will move up, and the panel \u201cAdditional invoice details\u201d<\/strong> \u2013 will move down.<\/p>\n

\"\"<\/a><\/p>\n

The further options are divided by invoice panels. Some fields are set as mandatory and cannot be hidden. If you disable certain fields, they will not be shown in the invoice entry view. If needed, you can reactivate them later.<\/p>\n<\/div><\/div>\n\n\n

<\/span>Invoice details panel<\/div>
\n

\"\"<\/a><\/p>\n