Good day. first things first: Solar Accounts is the best thing that has ever happened to my business.
I would like to know: How-exactly do I ADD products and or stock names and prices so I can use them for making invoices and quotation. And *under what account *type.
Hello XM,
Glad to hear you like Solar Accounts!
In the invoice window, the items in the Description drop-list are
automatically populated based on items used on previous invoices.
Therefore to add an item to that list just type text into the Description
column of an invoice and save that invoice - it will then be available as a
Description drop-down item on future invoices. If the list is getting too
large you can remove items by right-clicking on them in the drop-lisst and
selecting 'remove'
Thank You, Mark McLaren
One-other-thing. So it possible to create a *reference invoice with all the
prices and descriptions and save it to be used for the same purpose as you
described in your reply. And the final total amount on that invoice how do
I make sure that it does not affect the final accounts figures for and on
*real invoice amounts totals when posting and or reconciling invoices.
Hello XM,
Yes - you can simply create a Quote with one line for each description.
The items on the quote will appear in the invoice Description drop-down,
but the Quote will not affect your account balances.
Oh and to answer your earlier question, usually the best Account to use in
the Invoice table is 'Sales Income'
I am humbled by your humility, Mark McLaren.
Thank You
Haha you are welcome :)
Good morning Mark.
Just a few questions I have that I need help on. UNDER WHAT/WHICH [account]
do I post such transactions like expenses for fuel, food for employees,
repairs? Secondly what exactly is the purchase invoice meant for (on solar
accounts).
Thank You
XM
Hi XM,
The expense accounts you allocate are really up to you. If I were you I
would allocate fuel to "Motor Expenses", food to "Employee Costs" and
repairs to "Repairs".
You only really need to create a purchase invoice document if your supplier
offers you credit - that is, if you do not pay for the goods or services on
the day you receive them. If you pay for the goods or services on the day
you receive them then you can enter a Money Paid Out transaction with the
type set to General Payment
Hie Mark.
Thank You so much.
