Invoice Parametric Definitions
Workcube Invoice Module allows you to calculate your invoices accurately, issue them on time and track your invoices effectively. It allows you to present your invoices to your customers online and to track, pay or reject their invoices.
Attention:Before using the invoice module, all relevant parameters must be defined in accordance with the operation of the companies.
Purchase Invoice Accounting Definitions
Path: ERP > Finance Accounting > Accounting Definitions > Purchase Invoice Accounting Definitions
For a purchase invoice to be reflected in accounting, the accounting code must be defined.
Sales Invoice Accounting Definitions
Path: ERP > Finance Accounting > Accounting Definitions > Sales Invoice Accounting Definitions
For a sales invoice to be reflected in accounting, the accounting code must be defined.
Payment Method
Path: Control Panel > System > Parameters > Payment Method
Payment method is selected for transactions made on purchase and sales invoices. These selections are defined on the Payment Methods screen within the parameters.
When adding a Payment Method, the following screen will appear.
The definitions you make on this screen will determine how your payment method works. For example; When you choose money transfer as your payment instrument and enter the maturity as 30 days, your payment will be made to the other party as a money order within 30 days from the date you issue the invoice.
Document Number
Path: Control Panel > System > General Settings > Printer Names
In Purchase Invoices, there is no document number since the invoice comes from the other party. is not defined. However, the situation is different for sales invoices.
Here you can proceed with 2 options.
On the Printer Names screen; You can select contacts and create a group. After determining the series, the number will continue to increase within this group.
You can create your own serial number via the Document Number Settings screen on your Me page. Personalized numbers will be automatically assigned to you when saving an invoice to the system in line with the serial number created.
Buying-Selling Cancellation Categories
In case of invoice cancellation, the "Reason for Invoice Cancellation" field appears. The definitions made in this field are defined from this parameter. You can define invoice cancellation categories according to your operation.
Path: Control Panel > System > Parameters > Buying-Selling Cancellation Categories