{"id":6120,"date":"2018-08-07T14:19:22","date_gmt":"2018-08-07T11:19:22","guid":{"rendered":"http:\/\/support.simplbooks.lt\/en\/?post_type=ht_kb&#038;p=6120"},"modified":"2018-08-07T14:19:22","modified_gmt":"2018-08-07T11:19:22","slug":"opportunities-for-accessing-the-preparation-of-sales-invoices","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/opportunities-for-accessing-the-preparation-of-sales-invoices\/","title":{"rendered":"Opportunities for accessing the preparation of sales invoices"},"content":{"rendered":"<p><strong>There are a<\/strong> <strong>number<\/strong> <strong>of different ways to access the preparation of sales invoices:<\/strong><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-chevron spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Variant A: Through the menu selection (click here):<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p><strong>1. In the menu, open OPERATIONS,<\/strong> select<strong> Invoices<\/strong>.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/07-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6121\" src=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/07-4.png\" alt=\"\" width=\"1277\" height=\"309\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4.png 1277w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-300x73.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-768x186.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-1024x248.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-50x12.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-920x223.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-600x145.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/07-4-320x77.png 320w\" sizes=\"auto, (max-width: 1277px) 100vw, 1277px\" \/><\/a><\/p>\n<p><strong>2.<\/strong> In the window that opens, click on the <strong>NEW INVOICE<\/strong> button.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/08-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6123\" src=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/08-3.png\" alt=\"\" width=\"1276\" height=\"425\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3.png 1276w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-300x100.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-768x256.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-1024x341.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-50x17.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-920x306.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-600x200.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/08-3-320x107.png 320w\" sizes=\"auto, (max-width: 1276px) 100vw, 1276px\" \/><\/a><\/p>\n<p><strong><\/div><\/div><\/strong><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-chevron spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Variant B. Via client information sheet transactions (click here):<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\nIn the case of this option, the client must have been previously added to the system.<br \/>\nInformation on adding a client \/ supplier can be found here:\u00a0<a href=\"http:\/\/support.simplbooks.lt\/en\/kasutusjuhendid\/clients-suppliers\/\">Entering or changing the data for clients \/ suppliers<\/a>.<\/p>\n<p><strong>1. Click on the Add a\u00a0Sales Invoice<\/strong> link located under <strong>OPERATIONS<\/strong>.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/09-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6124\" src=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/09-4.png\" alt=\"\" width=\"1284\" height=\"602\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4.png 1284w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-300x141.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-768x360.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-1024x480.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-50x23.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-920x431.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-600x281.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/09-4-320x150.png 320w\" sizes=\"auto, (max-width: 1284px) 100vw, 1284px\" \/><\/a><\/p>\n<p><strong><\/div><\/div><\/strong><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-chevron spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Variant C. From the list of clients (click here):<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p><strong>1. Open PARTNERS<\/strong> under the menu<strong> and<\/strong> select <strong>Clients<\/strong>.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/10-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6125\" src=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/10-3.png\" alt=\"\" width=\"841\" height=\"300\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3.png 841w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3-300x107.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3-768x274.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3-50x18.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3-600x214.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/10-3-320x114.png 320w\" sizes=\"auto, (max-width: 841px) 100vw, 841px\" \/><\/a><\/p>\n<p><strong>2. Opens the list of<\/strong> clients. <strong>Find the<\/strong> required <strong>client and t<\/strong>o add a new invoice <strong>click on the icon with the plus sign<\/strong> \u2018Add a client to the invoice\u2019 <strong>located<\/strong> at the end of the row.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/11-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6126\" src=\"http:\/\/support.simplbooks.lt\/ee\/wp-content\/uploads\/2018\/08\/11-3.png\" alt=\"\" width=\"1300\" height=\"515\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3.png 1300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-300x119.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-768x304.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-1024x406.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-50x20.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-920x364.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-600x238.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/08\/11-3-320x127.png 320w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><\/a><\/p>\n<p><strong><\/div><\/div><\/strong><\/p>\n<p><strong>Information on how to prepare a sales invoice can be found here:<\/strong> <a href=\"http:\/\/support.simplbooks.lt\/en\/kasutusjuhendid\/sales-invoices-settings-and-how-to-create\/\">Preparing a sales invoice<\/a><\/p>\n","protected":false},"author":332,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[174],"ht_kb_tag":[],"class_list":["post-6120","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-operations-faq"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/6120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/332"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=6120"}],"version-history":[{"count":2,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/6120\/revisions"}],"predecessor-version":[{"id":6127,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/6120\/revisions\/6127"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=6120"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=6120"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=6120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}