Invoice Parametric Definitions


Workcube Invoice Module allows you to calculate your invoices correctly, issue them on time, and track invoices effectively. It allows you to present your invoices to your customers online and to track, pay or reject your customers' invoices.



Warning: Before the invoice module can be used, all relevant parameters must be defined in accordance with the operation of the companies.

Purchase Invoice Accounting Definitions

Route: ERP > Finance - Accounting > Accounting Definitions > Purchase Invoice Accounting Definitions


For a purchase invoice to be reflected in the accounting, the accounting code must be defined.


Sales Invoice Accounting Definitions

Route: ERP > Finance - Accounting > Accounting Definitions > Sales Invoice Accounting Definitions

For a sales invoice to be reflected in the accounting, the accounting code must be defined.

Payment Method

Route: Dashboard > System > Parameters > Payment Method


The payment method is selected for transactions made on purchase and sales invoices. These selections are defined on the Payment Methods screen within the parameters.

The following screen will open while adding a Payment Method.

The definitions you make on this screen will determine the operation of your payment method. E.g; When you choose your payment tool by money order and enter the term as 30 days, your payment will be made in the form of a money transfer to the other party within 30 days from the date of issuing the invoice.

Document Number

Route: Dashboard > System > General Settings > Printers

In Purchase Invoices, no document number is defined as the invoice coming from the opposite party. The situation is different for sales invoices only.

Here you can proceed through 2 options.

Via the Printers 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 on the Document No Settings screen. In line with the created serial number, the numbers that you have personalized will be assigned automatically while saving the invoice to the system.


Purchases - Sales Cancel Categories

In case of invoice cancellation, the “Invoice Cancellation Reason” field is displayed under Subject. Definitions made in this field are defined from this parameter. You can define invoice cancellation categories according to your operation.

Route: Dashboard > System > Parameters > Purchases - Sales Cancel Categories

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