Invoice settings, general settings

Settings -> Environment settings -> Invoice settings Here you can define numbering formulas for sales and proforma invoices and customize the appearance of document templates. Invoice number formula – by default, the format includes the year (%Y) and a three-digit sequential number. This means that invoice numbers issued in 2019 […]

Invoice settings, document templates

By default, there are 3 invoice templates available that you can use immediately for sending invoices. The original templates cannot be deleted or modified. If desired, you can create your own preferred invoice design based on these templates. You can also create a completely new document and add the necessary […]

Adding new users

New users can be added to the system, and appropriate permissions can be assigned to them by using different user groups. It is recommended to familiarize yourself with the rights of the user groups before adding new users so that you can immediately assign the necessary permissions to the user. […]

Doubtful and irrecoverable receivables

Receivables from customers need to be reviewed at each reporting date. All available information must be taken into account. For example: possible bankruptcy or financial difficulties of the debtor late payments or changes in payment behavior a drop in the debtor’s credit rating You can check receivables one by one […]

Price offers

Price offers allow you to create and send properly formatted offers to customers quickly and easily. The system lets you track the status of each offer and convert it into the appropriate next document – such as a sales order, purchase order, proforma invoice, or sales invoice –  with just […]

Sales invoice entry view settings

This guide includes references to the initial settings you may want to review in relation to sales invoices, as well as explanations of the different fields in the sales invoice entry view. If the has not been saved, no transactions will be generated for the documents. Before creating your first […]

Changing password

To change your password, go to your profile management page in SimplBooks. In the top right corner, next to the company name, you will see a person icon. Hover over it to open the menu and select My profile. In the opened view, click the Change password button. Enter your […]

Users groups

User groups make it easier to manage permissions – just select the right group instead of setting permissions for each user separately. For additional questions, please write to us at support@simplbooks.ee