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 […]
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 […]
