Operational andproforma invoicing interface. You can perform the following basic activities:
- Issuing invoices for proformas for which a final financial document has not yet been issued;
- Creating proformas;
- Tracking the payment status of proformas.
The screen is divided into three main parts: Header (1), Filter (2) and Score (3):
Header (1)
In the Header (1) you see a button to create a proforma and a button to hide/show the Filter (2).
Filter (2)
In order to process your financial documents faster, to keep track of their status and development, the system provides you with different ways to filter the information that often comes from several offices. The search is started with the Magnifying Glass, and the Hicks clears all filters. In the table below you will see all the filters and their explanations:
| Filter | Description | Further description of the options |
| Period | Choose from a drop-down menu for which period to display your financial documents. Works by document date. | The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – Until today |
| From date – To date | You select specific dates as the period for which you want financial documents to appear. Works by document date. | |
| Office | Filter by the office from which the financial documents were issued. | Select the office from which the document was issued. If a user has not been given the right to see a specific office, they will not see that office in the menu. |
| Client | Filter by the specific customer to which the financial documents were issued. | |
| Currency | Filter by currency of the financial document. |
Important:
In order for financial documents issued by an office to be displayed to you, you must have rights to see the office! In order to issue financial documents from an office, you must have the rights to operate it!
Result (3)
You will see the proformas found according to the criteria set in Filter (2) in Result (3). The result is always a document, not rows of documents!
In the table you will see a list of financial documents containing the following columns:
| Column | Description |
| Document number | Displays the financial document number. |
| Date | Indicates the date of the financial document. |
| Client | Shows the counterparty in the financial document. |
| Opens a contractor file. | |
| Filters by counterparty. | |
| Currency | Currency of the financial document. |
| Sum | Sum of all line items in the pro forma excluding taxes. |
| Taxes | Amount of taxes in the document. |
| Total | Amount of document with taxes. |
| Paid | Indicates for which part of the total amount of the proforma a payment document has already been issued. |
| For payment | What part of the total invoice amount remains to be paid. |
| Opens an interface for issuing a proforma invoice. In fact, it is an interface to create a new financial document but with already loaded data ( customer, currency, rows, etc) taken from the proforma. | |
| Opens proforma file. |
In addition to the columns containing basic information about the financial documents, you can also include and exclude the following additional columns of detailed data using check boxes:
| Column | Description |
| Company | Indicates which company issued the financial document. |
| Office | Indicates from which office the financial document was issued. |
| Final date for payment | Displays the specified end date for payment in the document. |
| Payment method | Indicates the payment method of the financial document. |
| Type of tax transaction | Displays the selected tax transaction type on the financial document. |
| Description | Displays the description entered to the financial document. |
| Note | Displays the entered note to the financial document. |
| Sum in BGN | Adds a row in the footers table with the totals of the amounts in columns: – Sum – Taxes – Total – For payment |
Colours by status
In addition to the information that the system gives you about the financial documents through the columns in the Table, another way to easily recognize their status is included- this is the visual coloring. It varies according to the stage at which the documents are:
| Colour of the financial document | Description |
| Red | If partial or full payment has been made on the proforma, a final financial document must be issued for it. |
| Black | The proforma is active, no payment has been made on it yet. |