Invoicing

Creating a single vendor bill for multiple purchase orders

The Create Bill button on purchase orders lets you create a vendor bill for a particular purchase order. However,...

Updated Dec 06, 2025

How to receive and register vendor bills against a purchase order?

A purchase order can have one of the following three Billing Status. The billing status of a purchase order can be...

Updated Dec 06, 2025

How to set up bank accounts?

Each Bank Account is configured to have a dedicated Journal which is configured to post all entries in a dedicated...

Updated Dec 06, 2025

Recording Credit Notes

Creating a credit note that is not linked to an invoice You can create a credit note from scratch by going to...

Updated Dec 06, 2025

Managing multiple currencies

Enable Multi-Currency Mode To enable multi-currency, navigate to the Invoicing -> Configuration -> Settings menu and...

Updated Dec 06, 2025

How to register payments?

Paying an invoice or supplier bill To register a payment on an invoice or supplier bill, click on the Register...

Updated Dec 06, 2025

Recording debit notes or refunds

Creating a debit note that is not linked to a vendor bill You can create a debit note from scratch by going to...

Updated Dec 06, 2025

How to set up payment terms?

Setting up a new payment term In addition to the standard payment terms that are available, you may set up...

Updated Dec 06, 2025

Setting up your chart of accounts

The Chart of Accounts is the list of all the accounts used to record financial transactions in the general ledger of...

Updated Dec 06, 2025

Reconciling payments using bank statements

To reconcile payments using bank statements, you must have created or imported your bank statement. Please refer to...

Updated Dec 06, 2025