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How do I create a sales invoice?

Maxime

In this manual you will learn how to create a new sales invoice in Akti. To do this, go through the following steps. 

1. Open the Sales Invoices submenu of the Invoicing module. 

2. Click on Add to add a new sales invoice. 

You can also create a new invoice via Add "Quick add" and then "Invoice". A new screen will open where you can create the invoice.

Tip Via this shortcut button you can always create a new invoice, wherever you are in Akti.

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3. An invoice consists of four sections. To create the invoice in the best possible way, we recommend you to create the different fields of the sections in this order:

  1. The settings of the invoice (More information).
  2. The header of the invoice (More information).
  3. The main body of the invoice (More information).
  4. Notes (More information).

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Tip To optimise the use of the Invoicing module and to enable automation, we recommend the following:
  • Fill in as much General information as possible in your Akti account.
  • Fill in as many Invoicing settings as possible.
  • Fill in at least the following fields in the customer data: the VAT number, the VAT regime, the standard VAT percentage, the payment term, the language for the documents and the Account Manager.