To create an outgoing invoice, you must first prepare your customer database in the "Registers administration" section.

In the subsection Contacts -> Partners, you can add a customer or ad multiple customers by a mass import.

In case you want to create a partner manually, fill in the necerssary field and save the data.

It is also necerssary to create at least one number series for issued invoices, under which the invoices will be filed and archived.

In the subsection "Automatic document numbering- Series" add a new number series for the document type of the issued invoice. The number series consists of a fixed part, which can be left or right, and a counter aligned to any number of digits. So if you select the fixed part "OI" on the left, align to 3 digits and leave the counter field blank, the first invoice issued will be filed under OI001.

Next step is to check that you have created and set the Outgoing Invoice document type correctly. In the settings section, go to the subsection "Document types".

Document type must be an Outgoing invoice and a method of creating a new document is set to “manual input”.

Now you can create your first Outgoing invoice.

Click on “Add document” and choose outgoing invoices. The window for selecting the customer, number series and other basic information will appear.

After you create your invoice systém with automatically redirect you to the invoice details. Invoice items can be added here (according to which the VAT recapitulation is automatically calculated) and other needed data or details.

After you are done editing the invoice. Create it by using the blue “Create an ivoice” button.

Then set the invoice language and generate the PDF.

The invoice preview opens in ISDOC format, which is just checked and confirmed on the top right.

The invoice can be downloaded in PDF format, or it can be sent directly to the customer. Should the invoice is wrongly validated and needs to be edited, click on the red revise button and the option to edit it will come back.

The invoice is stored in the Outgoing invoices overview.