Here's how it works...
Where can I find this function?
You can find the module under ⨠Sales ⨠Invoices.
In a first step, check your invoice settings. This will take you directly to the article.
Create invoice
Select ⨠ +new invoice in the upper right corner to create a new invoice.
Enter the address of the invoice recipient.
a. If you have not yet stored the address in your address module, select ⨠ +add new.
Define the invoice date, due date and discount.
Optional: Add an introductory text.
For the invoice settings* (e.g. discount line) select the wheel icon.
a. ❗ NOTE: The settings apply only to the currently opened invoice. You can make general settings here.
To display a draft invoice, click on the PDF icon.
Enter the individual invoice items incl. account.
Add further lines using ⨠ + item ⨠ + note or ⨠ + subtotal.
Optional: Add a closing remark.
Click ⨠Save to save the invoice as a draft for the time being.
a. The invoice can be changed as often as you like in draft mode.
To finally create the invoice, click ⨠Create the invoice.
a. ❗ IMPORTANT: The invoice cannot be modified or deleted afterwards.
QR invoice
In order for a QR code to be generated for the invoice, the QR-IBAN must be added as a new bank account. In addition, the QR-IBAN must be stored as the default account for the invoices. This can be changed in the invoice settings.
If a QR code is still not generated, please contact Accounto Support. It may be that the function is not yet activated in your account.
Accounto for PowerUser
You can also store settings on customer level. To do this, select the customer via the menu item "Addresses" and edit the texts for the offers, orders or invoices for this one customer or store discounts, invoice language, delivery times, etc. specifically for this one customer.