{"id":30777,"date":"2025-05-16T14:05:30","date_gmt":"2025-05-16T11:05:30","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=30777"},"modified":"2025-09-17T14:53:42","modified_gmt":"2025-09-17T11:53:42","slug":"sales-invoice-entry-view-settings","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/sales-invoice-entry-view-settings\/","title":{"rendered":"Sales invoice entry view settings"},"content":{"rendered":"

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.<\/p>\nReminder<\/span> If the initial balance transaction<\/a><\/span><\/span>read about entering opening balances<\/span><\/span><\/span><\/span> has not been saved, no transactions will be generated for the documents.<\/strong><\/p>\n\u25cf<\/span> Before creating your first sales invoice, it\u2019s important to decide the invoice numbering format<\/strong>.
\nBy default, the format is set to use the year followed by three digits. You may also want to consider using a reference number<\/strong>, which makes it easier to match incoming payments with invoices during bank import.
\nBoth the number format and reference number settings can be set up under Settings -> Environment settings -> Invoice settings<\/strong> in the section Invoice settings, general settings<\/a><\/span><\/span>read more about numbering formats and reference numbers<\/span><\/span><\/span><\/span>.<\/p>\n\u25cf<\/span> While you’re in the invoice settings, it’s a good idea to review the invoice templates as well. Choose a preferred one from the existing templates or create a new one. You can read more about how to do that here<\/a><\/span><\/span>read more about invoice templates<\/span><\/span><\/span><\/span>.<\/p>\n\u25cf<\/span> If you want the system to automatically send reminders to customers about unpaid invoices, you can set this up under Settings -> Environment settings -> Invoice settings<\/strong> in the section Invoice settings, reminders<\/a><\/span><\/span>read how to set this up<\/span><\/span><\/span><\/span>.<\/p>\n\u25cf<\/span> If your company is registered for VAT<\/strong>, make sure to review the VAT classes<\/a><\/span><\/span>read about VAT classes<\/span><\/span><\/span><\/span> as well.<\/p>\n

\u25cf<\/span><\/strong> To enter a new sales invoice,<\/strong> go to Operations -> Sales invoices -> New invoice<\/strong><\/p>\n

\u25cf<\/span> <\/strong>Below, we\u2019ll take a closer look at the different panels and configuration options. Click on a topic to read more detailed information.<\/p>\n

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<\/span>Setting up the invoice entry view<\/strong><\/div>
This setting is user-specific, allowing each user to customize the visible fields according to their needs.<\/p>\n

In the top right corner of the invoice panels, there is a gear icon. Clicking on it will open the configuration view. First, you can choose whether the data is displayed in one<\/strong> or two<\/strong> columns (the default is two).
\nIf you select the single-column view, the “Invoice details” panel will move up, and the “Additional invoice details” panel will move down.<\/p>\n

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The further options are divided by invoice panels. Some fields are set as mandatory and cannot be hidden. If you disable certain fields, they will not be shown in the invoice entry view. If needed, you can reactivate them later.<\/p>\n<\/div><\/div>\n

<\/span>Invoice details panel<\/strong><\/div>
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