Financial | Invoices and Receipts
Overview
This article describes how you can access the company’s transaction history as well as generate a statement from the system. How to update the company's banking details are also explored.
Edition
This feature is available on Lite / Premier and Master editions.
Navigation
Navigate > Config > Basic Settings > Company Settings > Basic Company Information > General tab
Details
Updating the Company Banking Details
The payment method that was selected during the sales process displays on the Basic Company Information Screen.
An extract of the Basic Company Information: General tab
The Payment Method Field
If you have selected to pay via debit order, please note that the main billing run is on the 8th of every month. The account from which the debit order will be recovered from, can be accessed on the Banking Details Screen.
To access the Banking Details Screen
Navigate > Config > Financial > Banking Details
The Bank Details Screen:
Viewing Transaction History
Transaction history and statements can be extracted from the Invoices and Receipts Screen.
Navigate > Config > Financial > Financial > Invoices and Receipts
Transaction history will display for every month the company has been registered on the system. All fees payable for companies and frequencies registered on your profile will reflect in one invoice.
An Extract of the Invoices and Receipts Screen
Example of a Tax Invoice
Example of a Statement
If you are a customer of a business partner, invoices and statements will be provided by your business partner.
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