Creation

1. Open outgoing invoices.

2. Click Create invoice

Customer

3. Click Customer

3.1. Select the customer.

Click Create partner to create a new partner.

Select a general partner if you don't want to create a business partner.

Once you've selected the customer, you can select a contact person on the customer side.

Positions

4. Click Add position

4.1. Select the product.

Select My Products if you want to select one of the products you created previously.

Select General Products if you don't want to create a product in Runple.

Please note: only Services are available in the General products list.

Select Create product if you want to create a new product.

Use a Сorrection if you need to adjust the total outgoing invoice amount.

Activate Time tracking products to add the tracked time.

To activate this option, you must first select a business partner.

Adding variations

If the selected product has variations, a dropdown with a list of variations will appear below the product selection dropdown. In this dropdown, you can choose the variation to be added to the document.

Related products

If the selected product has related products, the next step is to choose the related products you want to add to the document.

If a related product is marked as mandatory in the product card, you won’t be able to deactivate it when adding positions, and it will be included automatically.

Optional related products can be removed at any time without affecting the main product. Mandatory related products, however, are edited and removed together with the main product.

4.2. Specify quantity, amount, and delivery date.

For correct accounting and compliance with the requirements of the tax authority, you need to specify the delivery date for goods or the period for services.

Discount

Activate Add discount to specify a discount for the position.

Advanced settings

Click Advanced options to view the accounting options and change the ledger account or the tax code.

The accounting options are determined automatically, depending on the purpose, country of the business partner, VAT rate, and reverse charge option. It also depends on the low-value asset option and product type.

4.3. Click Add position

Billing details

5. Click Billing

5.1. Select the payment method.

If you have selected the manual bank transfer, you need to specify the IBAN of your business partner.

5.2. Enter the payment reference.

If you leave the field empty, the payment reference will be automatically filled in with the invoice number.

The entered payment reference will be used in the QR code displayed on the invoice.

5.3. Specify the payment terms.

Sconto

Click Activate sconto if you want motivate your customer to pay the invoice faster.

Once you've activated the sconto you need to specify the sconto rate and period.

Properties

6. Click Properties

6.1. Specify issue date.

If you leave this field empty, the issue date will be automatically filled in with the invoice creation date.

You can specify the date in the previous year to create an outgoing invoice with the sequential number for the last year.

Reverse charge/intra-community delivery

Activate Reverse charge/intra-community delivery if you want to sell goods or services abroad without VAT.

This option is activated automatically once you choose a business partner from another country and if you've entered a VAT number for this partner.

Cost center

If necessary, you can select a cost center.

E-mail

Activate the option Specify the e-mail text to set the text that will be displayed in e-mails. You can save the specified text as a template.

Select Automatic if you want to send an invoice e-mail just after an offer has been accepted. Select Manually if you want to send an invoice e-mail manually.

Document

Select the language for this outgoing invoice.

7. Click Create to create an outgoing invoice.

Once the invoice is created, it will be assigned a sequential invoice number, and it will no longer be possible to delete the invoice.

Discount

Click Add discount to add a total discount.

This button appears as soon as you add at least one position.

Texts

You can add texts to the outgoing invoice that will be displayed on the PDF. To add text, follow these steps:

  1. Click Text at the top.

  2. Select the text placement:

    • Select above to display the text before the line items.

    • Select below to display the text at the end of the document.

    • If you place the text above, you can specify a subject.

  3. Enter the text.

  4. Click Add.

You can also save the text as a template for future use. To do this:

  1. Enter the text.

  2. Click on the Save icon

  3. Enter a template name.

  4. Click Save

Once the template is saved, you can select it from the drop-down templates.

Printable remark

Click Add remark if you want to share additional information with your customer.

The added remark appears on the invoice and is visible to your customer.

Reference number

You can specify a Reference Number that will be displayed in the document header. To do this:

  1. Click on Document Details.

  2. Enter the Reference Number.

  3. Click Done

The specified Reference Number will be transferred to documents created based on the outgoing invoice for linked documents.

Using templates

Use templates to create invoices faster.

1. Click Use template

2. Select the template.

Once you've selected the template, you'll see the data from the template.

Click Cancel to return to the data you entered manually.

3. Click Apply to apply the template.

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