There are two main methods used for inventory accounting: the perpetual inventory method and the periodic inventory method. Under the periodic method, only inventory purchases are recorded (reflected in the inventory account on the balance sheet), and detailed tracking of inventory outflows is not maintained. At the end of the […]
Inventory overview
Warehouse -> Inventory This report shows the inventory stock levels of warehouse items as of the selected date. ou can filter the data by warehouse and/or item. Inventory report fields As of – the date the report is based of Warehouse filter – shows inventory balance for the selected warehouse […]
Warehouse settings
Settings -> Environment settings -> Warehouse settings Warehouse transaction number formula – generated based on the same principle as the sales invoice number formula. The guide can be found under Invoice settings, general settings. New cost price upon movements between warehouses – by default, the cost price of the original […]
Currencies
In order to enter invoices in a foreign currency, the currency must first be added or activated under the base currency settings. Do not add a new base currency, modify the currencies under the existing base currency (EUR) settings instead! If you add a new base currency, data will no […]
Activating e-invoice sending (one-time setup)
If you only need to send e-invoices, this can be done directly from SimplBooks without a contract with an e-invoice operator. Before sending the first e-invoice, this option must be activated. Activation must be completed by the company’s legal representative. Settings -> Integrations -> E-invoices sending Click on the button […]
Adding sales invoices (entry examples)
This guide provides examples of invoice transaction for the most common situations. In the sample images, some fields have been deactivated, which may result in a view different from the one in your environment. For more information on configuring the invoice transaction view, please refer to the guide Sales invoice […]
Sending an e-invoice
If a company needs to send e-invoices but does not need to receive them, this can be done directly from SimplBooks without the need for a contract with an e-invoice operator. Before sending your first e-invoice, the e-invoicing feature must be activated: Settings -> Integrations -> E-invoices sending. The integration […]
Invoice settings, reminders
Settings -> Environment settings -> Invoice settings By default, automatic reminders are not sent to the client for overdue invoices. If you want to send reminders in other languages used in the environment, you need to add the corresponding message templates in those languages as well. If you have any […]
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 […]
