![]() Typically the same date as the invoice date. The default for this can be set under ‘ Settings‘ – ‘ Settings‘ – ‘ Invoice number‘.Įntry Date. The date of the general ledger entry date. The invoice number can be changed manually after saving the invoice as well, but it must remain unique.ĭue Date. The date you want the invoice to be paid. The formula which is used to generate the invoice number can be changed under ‘ Settings – Settings‘ – ‘ Sales invoice number‘. By default, the number consists of two parts – prefix and seven numbers – of which the first two figures refer to the calendar year and the last five figure refer to the serial number of the sales invoice (in the current business year). The invoice number appears after saving the invoice. Invoice Date: The date displayed on the invoice. It’s worth noting that you should add the client from the business registry only once so when you save your first invoice to the client you always choose the same client from your own clients not the business registry entries. The new client will be saved after saving the invoice. Just enter three letters of the name into the ‘ Search‘ box and you’ll see results from the business registry and also clients you’ve already added to your system. In case your client is an Estonian company, you can easily query data directly from Estonian Business Registry on the invoice screen. If you want to add a new client to SmartAccounts, please click ‘ + Add new‘ and enter the details of the client. You can select the client by inserting the name or part of it into the ‘ Search‘ box. You can add invoices by navigating to ‘ Sales & purchases‘ – ‘ Sales invoices‘ – ‘ Add new‘.įirst, please select the client you are invoicing. Choose fields – choose which columns you want to see on invoices screen.Export PDF files (one page at the time – 25 files at once).Export E-invoices – export sales invoices XML files.Send to Omniva – send E-Invoices to Omniva invoice management solution.Under the menu item ‘ More‘, you can access more options: To find a specific invoice, try to search by inserting the client name or invoice number. For the older invoices to be displayed in the list, just change the date range in the date filter. By default, you can see invoices from the beginning of the previous month until today. Under ‘ Sales & purchases‘ – ‘ Sales Invoices‘ you can see the list of all your sales invoices. Help and Guides > Purchase and Sales > Sales Invoices Sales InvoicesĮasily create Sales Invoices, attach files and send them to your client directly from SmartAccounts.
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