Invoices – Document – New Purchasing Document – Forms

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Faktura VAT 2021 | Invoices – Document – New Purchasing Document – Forms

Below is a description of the individual forms that are completed when creating
a new purchasing document.

Common forms for purchasing documents

Number, dates

In this tab enter the following data:

Document
number A sequential number is suggested, you can, of course, change it
to your own.

The button starts the numbering configuration.

Other number
You can type your own number, in a different format than the default.

Date of issue of the document
Enter the date of the DD-MM-YYYY format or
select the date
you are interested in from the calendar window by clicking on the

Invoices - Document - New purchase document - forms - VAT invoice program

icon.

Date of delivery / service
end Enter the date of the DD-MM-YYYY format or by clicking
on the

Invoices - Document - New purchase document - forms - Request for payment

icon select the date you are interested in from the calendar window.

Type
Enter the type of document, we can choose from: DUPLICATE, WITHOUT DESCRIPTION.

Place of Exhibition Place
of Issue.

Order No
. Enter the purchase order number on which the document is issued
.

Payment method The
payment method, the list of payments available in the program can
be expanded with its own definitions.

Payment date You
can select from the list or enter your own.

To the account
Number of the account to which the payment is to be made (entered on an
ongoing basis or rewritten after selecting from the list of available accounts).

List of available accounts
List of accounts, defined pre-defined, to which a deposit can
be made.

Additional notes
to the document.

By clicking on the button
, add items from the list of sample comments.

Additional text above the table
This text will be printed above the table containing the goods/services.

Method of settlement
: The way in which the invoice will be settled.

Business data

In this tab, enter the data about the Seller and the Buyer. In addition, it is possible to
introduce another buyer and a different payer. You can enter this data manually or by clicking
on the
recall the list
of previously entered companies (here we can also add a new company to the list,
correct the existing one or delete it).

You can search for a company in the online database of the Central Statistical Office by clicking the button

Goods, services

On this tab, you enter the items and/or services that are further lines of the purchasing document
.

Subsequent items can be added directly in the “Adding a new item to the invoice”
window or selected from the list of goods/services previously entered into the program.

Summary

This tab contains the most important information summarizing the purchase document.
It is also possible to specify the settlement amount, the recipient, the issuer and whether the inscription “Goods received” should be printed on the
document.

If all the necessary data has been completed, to save the document you should select:
Invoice-Save> as… (or if we only corrected the Save).

Below is a description of the individual forms that are completed when creating a new purchasing document.

Below is a description of the individual forms that are completed when creating
a new purchasing document.