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Kako pripravim in pregledam račun?

Priprava računa je ločena od izdaje, dostave in prejema plačila.

Preden začnete

Za pripravo računov potrebujete ustrezen delovni prostor in dovoljenje.

Kaj narediti

  1. Ustvarite ali odprite osnutek za predvideno stranko.
  2. Preglejte opise linij, količine, cene, valuto in davčno obravnavo.
  3. Preverite podatke o strankah in prodajalcih, datume in vsote dokumentov.
  4. Shranite in preglejte osnutek ali predogled, preden uporabite ločeno izdajo ali pošljete nadzor.

Kaj se zgodi potem

Imate pregledan osnutek, katerega status je mogoče preveriti.

Če gre kaj narobe

Predogled ali preneseni dokument ni dokazilo o dostavi ali plačilu. Če je dejanje shranjevanja ali izdaje negotovo, preverite njegov trenutni status, preden ga ponovite.

Sorodni vodniki

Midas

How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

Midas

How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.