Visma eAccounting Standard
Sales invoices
Under Sales - Sales invoices, you manage all of your sales invoices. Here, you can create new invoices
All created invoices that have not yet been paid are found under Unpaid sales invoices. By making a selection from Category and Status, you can adapt the list to only show the invoices you are interested in. You can read more about how to print a list of all your unpaid sales invoices in Reports.
All invoices of the past month of the current financial year are shown under All sales invoices. You can change the date interval to view invoices from other periods.
The invoices that you began to register but are not ready for sending are saved under the Drafts tab. You can go back and open a draft at any time to finish creating the invoice.
By clicking on the column headings, the various lists can be sorted to show the invoices in the order you desire. You can also filter the list using the search filed where you for example can search for a customer number, an amount or text from the field Your reference.
If you wish to change the layout of a sales invoice, you go to Settings - Company Settings - Other settings tab.
Webshop orders
If the program is integrated with Visma Verkkokauppa, a payment in your webshop is automatically transferred to Visma eAccounting Standard and saved under Webshop orders.
Working with the stock extension
When you have the stock extension activated outbound deliveries will be automatically created when you create an order or a sales invoice. The stock balance will then automatically be lowered with the number of articles ordered or invoiced.
If you send a credit note that includes stock articles you will get a question whether or not the stock articles should be returned to stock. If you select to return the articles an inbound delivery is created. Visma eAccounting Standard keeps track of every single article and will return the articles to stock with the same purchase price and freight cost as they originally had.
Should you select not to return the articles to stock the program will automatically create an inbound delivery and then immediately create an outbound delivery for the article concerned. The reason for this is to get the sales statistics correct.
Related topics
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Create article |
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Credit invoice |
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Match incoming payments manually |
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Create recurring invoices |
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Create multiple invoices |