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<< back to knowledge base Adding a collective invoice from transports documents list Accounting categories Adding billings directly from transports documents Adding duplicate of invoice Adding transactions Changing the number of a billing document manually Changing statuses for payment Checking payments history Conversion of currencies Exporting to accounting Exporting transfers to a bank Exchange rate change on the invoice Fixed annotations on the invoice Issuing a correction invoice from an invoice Manual editing of the exchange rate and VAT items on the invoice Issuing an invoice from a proforma invoice Settings notifications for billings Setting default bank account for billings Merging billings Setting send BCC copy to VIES - verifying the validity of a VAT identification number

billings

Adding statements and bank statement item

To add statement:

  1. Go to menu billings and select statements tab.
  2. Click the + icon (ADD NEW) to the left above the table.
  3. Fill in the form.
  4. Click the save button.

To add bank statement item:

  1. In details of statement click the + icon (ADD NEW) to the left above the table.
  2. Fill out the form (you can add transaction after adding information about amount and date in required fields that are marked with an asterisk).
  3. Click the save button.

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