How to set up a register for invoices?

4 types of invoices can be recognized:

  • manually issued invoices, where the term of payment can be defined
  • invoices issued for receipts
  • automated invoices – used in case of online payments
  • corrective invoices issued to any aforementioned type of an invoice.

Each of these types can have a separate numeration.

The numeration can be:

  • monthly
  • yearly
  • consistent

You can also define the register that will easily separate different types of invoices. For example:

  • INT/number/month/year – this would be an example of an automatic invoice
  • IFR/number/month/year – this would be an example of a invoice issued for receipts
  • I/number/month/year – this would be an example of a manually issued invoice
  • CI/number/month/year – this would be an example of a correct invoice

Consult and define the numeration with your Accounting Department.

In order to set up the numeration, issue a ticket through our Support ticketing system and provide us with:

  • invoice numeration templates
  • whether the numeration is to be monthly, yearly or consistent.

You can also define an additional register:

  1. Go to the Club settings -> Configuration -> Finance -> Register:
  2. Click on the plus icon, in order to create a new register:

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