Invoices follow-up

The invoices proposals are automatically generated thanks to the orders form (purchase or sales). The user only has to correct and validate these proposals. But the invoices can also be manual without using an order form with the menu option : Financial Management > Invoices.

If you wish to obtain the list of the invoices proposals generated by Tiny ERP, you can use the menu: AFinancial Management > Invoices > Customers Invoices > Draft Invoices. Ditto for the suppliers invoices for the purchase invoices which have not yet been received and validated.

To encode a new invoice, it is necessary to fill the following fields;

Description: Simple invoice description, for more detailed description, you can use the notes on the third tab.
Currency: indicate the invoice currency.
Invoice type: Customer Invoice, Customer Refund, Supplier Invoice, Supplier Refund
Partner: When you type the partner, Tiny ERP automatically fills in the delivery address field and the associated third-party account.
Destination account: the third-party account in which will be generated the counterpart transactions of the Sale view. The field is automatically filled in thanks to the properties of the partner record.
Analytical account: this optional field allows you to generate the corresponding analytical transaction when the invoice will be validated. Analytical sales and purchase journala must be defined, else you can't create the invoice.

The taxes are automatically calculated from the taxes defined in each invoice line and can be seen in the invoice second tab. These taxes are global. They summarize all the detail lines and can be added manually, in a global way or by invoice line. To calculate these taxes, you can:

Create an invoice
Click on the button 'Compute'.

For the suppliers invoices, it is sometimes more practical to encode the taxes in a global way, at the end of the page, than by line. Thus don't indicate any tax in the invoice line and encode the total taxes in the second tab.

As long as the invoice is not validated (either draft or proposal), no accounting transaction is generated. This one has so no value. Once the invoice is created, the invoice number and the associated transactions (in the general ledger and analytical journal) are automatically generated.

The payment terms are set in the third tab. Those are automatically assigned according to the partner. Think to specify the payment terms in the partner form if you wish to use particular conditions by customer. If no payment term is specified, Tiny ERP considers that it is cash payment.

In Tiny ERP, it is possible to cancel an invoice, to correct it and recreate it thereafter. To do that, use the buttons in bottom right of this form. You can also inhibit this functionality by modifying the invoice process (workflow).

InvoiceLines