Creation
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Last updated
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1. Open .
3.1. Select the customer.
Click Create partner to create a new partner.
Once you've selected the customer, you can select a contact person on the customer side.
Select My Products if you want to select one of the products you created previously.
Use a Сorrection if you need to adjust the total outgoing invoice amount.
Activate Time tracking products to add the tracked time.
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.
If the selected product has related products, the next step is to choose the related products you want to add to the document.
4.2. Specify quantity, amount, and delivery date.
Activate Add discount to specify a discount for the position.
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.
5.1. Select the payment method.
5.2. Enter the payment reference.
The entered payment reference will be used in the QR code displayed on the invoice.
5.3. Specify the payment terms.
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.
6.1. Specify issue date.
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 the language for this 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.
You can add texts to the outgoing invoice that will be displayed on the PDF. To add text, follow these steps:
Click Text at the top.
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.
Enter the text.
Click Add.
You can also save the text as a template for future use. To do this:
Enter the text.
Enter a template name.
Once the template is saved, you can select it from the drop-down templates.
The added remark appears on the invoice and is visible to your customer.
You can specify a Reference Number that will be displayed in the document header. To do this:
Click on Document Details.
Enter the Reference Number.
Use templates to create invoices faster.
2. Select the template.
Once you've selected the template, you'll see the data from the template.
2. Click Create invoice
3. Click Customer
Select a if you don't want to create a business partner.
4. Click Add position
4.1. Select the .
Select if you don't want to create a in Runple.
Please note: only are available in the General products list.
Select Create product if you want to create a new .
To activate this option, you must first select a
Click Advanced options to view the accounting options and change the or the tax code.
4.3. Click Add position
5. Click Billing
If you have selected the manual bank transfer, you need to specify the IBAN of your
6. Click Properties
Activate Reverse charge/intra-community delivery if you want to sell or abroad without VAT.
This option is activated automatically once you choose a from another country and if you've entered a VAT number for this partner.
If necessary, you can select a
Select Automatic if you want to send an invoice e-mail just after an has been accepted. Select Manually if you want to send an invoice e-mail manually.
7. Click Create to create an outgoing invoice.
Click Add discount to add a total discount.
Click on the Save icon
Click Save
Click Add remark if you want to share additional information with your customer.
Click Done
1. Click Use template
Click Cancel to return to the data you entered manually.
3. Click Apply to apply the template.
