Basics: Setting Up Invoices Basics: Setting Up Invoices

Basics: Setting Up Invoices

Adam Klug Adam Klug

Invoices are a great way to speed up your accounts receivable process and here we explain a little further what are invoices. This article explains how you can set up your invoice module to start invoicing out of Assignar. 

Step 1) Account Codes & Taxes 

You need to set up your account codes (typically these are from your accounting software) and the tax you want to charge.
NB. There is no restrictions on how many account codes you can have listed in your dashboard. 

Adding Account Codes

  1. Go to Invoices Account Codes 

  2. Click Add New 

  3. Enter your account code and a label (see image below) and click save. 

   4. Repeat this step by adding all your account codes.

Adding Taxes 

  1. Go to Invoices Taxes 

  2. Click Add New Tax 

  3. A pop-up will appear to enter the name of the tax and the percentage (see image below) and click save. 

 4. If you want the tax to always be added to your invoice then make sure you set it to      default, by clicking the 3 dots and selecting the make default button. 

Step 2) Setting up your Invoice Template 

  1. Go to Invoices Settings 

  2. Enter your business details and click save. 

  3. Enter your footer text - this can be your payment details and terms 

4. Define your options of the following: 

  • Invoice $ - select which currency you want to invoice in. 

  • Invoice Logo - upload your company logo to appear at the top of your invoice 

  • Invoice # prefix - add in your account system prefix to the invoice 

  • Invoices are exclusive of tax - select yes or no 

Click save. 

Your invoice template will now be set up  

Step 3) Set up Invoice Tags 

Add tags to invoices so you can keep track on what has been paid or is awaiting payment. 

  1. Go to Invoices Invoice tags 

  2. Click Add New, add name and select a colour 

  3. Click save 

You have now successfully set up your invoices module. 

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