User manual | 365 Easy Invoicing

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Extensión 365 Easy Invoicing

Introduction

Easy Invoicing extension allows user to fill in and post sales and purchase invoices or credit memo faster and easier than using the standard in Business Central.

This extension provides the user with two options for filling in and posting invoices and/or credit memos:

  • If you want to post multiple invoices and/or credit memos at once, you must fill in the fields on the Easy Sales Screen and/or Easy Purchase Screen.
  • If you want to post a single invoice/credit memo you can do from the previous screens or from the Easy Sales Screen Card and/or Easy Purchase Screen Card

Purchase Easy Invoicing

As explained in the previous section, the user has two options for filling in and posting invoices and/or purchase credit memos with this extension:

Purchase Easy Page

If you want to post multiple invoices and/or credit memos at once, you must fill in the fields on this screen.
The screen is the same for invoices and credit memos. If the Amount field is positive, an invoice will be created, if it is negative, a credit memo will be created. In this case the user must fill in Corrected Invoice No. field.

Purchase invoice

The fields to be filled in on this screen are the same fields that appear on a standard purchase invoice, with the difference that the invoice that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

To create an invoice from this screen, the Amount field must be positive:

MU - 365 Easy Invoicing EN

When the user wants to post the invoice, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the invoice has been posted, it can be viewed and printed from the posted purchase invoices screen:

MU - 365 Easy Invoicing ES

Purchase credit memo

The fields to be filled in on this screen are the same fields that appear on a standard purchase credit memo, with the difference that the credit memo that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing ES

To create a credit memo from this screen, the Amount field must be negative:

MU - 365 Easy Invoicing ES

When the user wants to post the credit memo, Post button must be pushed:

MU - 365 Easy Invoicing ES

Once the credit memo has been posted, it can be viewed and printed from the posted purchase credit memos screen:

Example purchases

Now let us make an example in order user can practice how to work with purchase easy invoicing.

1. In the “Tell me what you want to do” search for “Purchase easy page”.

MU - 365 Easy Invoicing EN

2. We are going to create an invoice and a credit memo. So, click on “New”

MU - 365 Easy Invoicing EN

3. Create a line for the invoice as follow:

Field No. Value
Vendor No. 10000
Posting Date 31/12/2021
Type G/L Account
No. 6000001
Description General purchases
Amount 1000

4. If we try to “Post” the invoice an error will occur, because we have not informed the field “Vendor Doc. No.” that is mandatory in purchase documents

MU - 365 Easy Invoicing EN

5. Fill the “Vendor Doc. No.” with the value “10000_2112_078” and “Post” the invoice

MU - 365 Easy Invoicing EN

6. In the “Tell me what you want to do” search for “Posted Purchase Invoices” to look for the invoice we have just posted.

MU - 365 Easy Invoicing EN

7. In the filter pane, filter by “Vendor Invoice No.” field with the value informed in that field (“10000_2112_078”).

MU - 365 Easy Invoicing EN

8. User can check that the invoice has been posted correctly. Keep the invoice No. in mind because we need it to make a credit memo.

9. Now let us make a credit memo. In the “Tell me what you want to do” search for “Purchase easy page”.

MU - 365 Easy Invoicing EN

10. Click “New” and create a line for the credit memo as follow:

Field No. Value
Vendor No. 10000
Posting Date 31/12/2021
Vendor Doc. No. 10000_CRM_155 (mandatory for purchase documents)
Type G/L Account
No. 6000001
Description General purchases
Amount -1000 (must be negative for a credit memo)
Corrected Invoice No. We can inform the invoice No. created previously, in our case 108224

11. Click “Post” to post the credit memo

MU - 365 Easy Invoicing EN

12. In the “Tell me what you want to do” search for “Posted Purchase Credit Memos” to look for the credit memo we have just posted.

MU - 365 Easy Invoicing EN

13. In the filter pane, filter by “Vendor Cr. Memo No.” field with the value informed in that field (“10000_CRM_155”) to check the posted credit memo.

MU - 365 Easy Invoicing EN

14. We have made one invoice and one credit memo separate, but in this page, user can make as many documents as he/she wants and then post all together selecting all of them and clicking “Post”.

MU - 365 Easy Invoicing EN

Purchase Easy Page Card

If you want to post a single purchase invoice/credit memo, you can do so from the previous screen or from this screen.

The screen is the same for invoices and credit memos. If the Amount field is positive, an invoice will be created, if it is negative, a credit memo will be created. In this case the user must fill in Corrected Invoice No. field

Purchase invoice

The fields to be filled in on this screen are the same fields that appear on a standard purchase invoice, with the difference that the invoice that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

To create an invoice from this screen, the Amount field must be positive:

MU - 365 Easy Invoicing EN

When the user wants to post the invoice, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the invoice has been posted, it can be viewed and printed from the posted purchase invoices screen:

MU - 365 Easy Invoicing EN

Purchase credit memo

The fields to be filled in on this screen are the same fields that appear in a standard purchase credit memo, with the difference that the credit memo that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

For the credit memo data to be filled in on the screen, the Amount field must be negative:

MU - 365 Easy Invoicing EN

When the user wants to post the credit memo, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the credit memo has been posted, it can be viewed and printed from the posted purchase credit memos screen:

MU - 365 Easy Invoicing EN

Example Page Card

Now let us make an example in order user can practice how to work with purchase easy page card. We are going to perform a purchase invoice, for a credit memo is the same changing to a negative amount.

1. In the “Tell me what you want to do” search for “Purchases Easy Page Card”.

MU - 365 Easy Invoicing EN

2. Fill the fields as follow to create a purchase invoice.

Field No. Value
Vendor No. 10000
Posting Date 31/12/2021
Vendor Doc. No. INV_2112_4558 (mandatory for purchase documents)
Type G/L Account
No. 6000001
Description General purchases
Amount 256

3. Click “Post” to post the purchase invoice

MU - 365 Easy Invoicing EN

4. In the “Tell me what you want to do” search for “Posted Purchase Invoices” to look for the invoice we have just posted.

MU - 365 Easy Invoicing EN

5. In the filter pane, filter by “Vendor Invoice No.” field with the value informed in that field (“INV_2112_4558”).

MU - 365 Easy Invoicing EN

Easy invoicing in sales

As explained in the previous section, the user has two options for filling in and posting invoices and/or sales credit memos with this extension:

Sales Easy Page

If you want to post multiple invoices and/or credit memos at once, you must fill in the fields on this screen.

The screen is the same for invoices and credit memos. If the Amount field is positive, an invoice will be created, if it is negative, a credit memo will be created. In this case the user must fill in Corrected Invoice No. field.

Sales invoice

The fields to be filled in on this screen are the same fields that appear on a standard sales invoice, with the difference that the invoice that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

To create an invoice from this screen, the Amount field must be positive:

MU - 365 Easy Invoicing EN

When the user wants to post the invoice, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the invoice has been posted, it can be viewed and printed from the posted sales invoices screen:

MU - 365 Easy Invoicing EN

Sales credit memo

The fields to be filled in on this screen are the same fields that appear in a standard sales credit memo, with the difference that the credit memo that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

For the credit memo data to be filled in on the screen, the Amount field must be negative:

MU - 365 Easy Invoicing EN

When the user wants to post the credit memo, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the credit memo has been posted, it can be viewed and printed from the posted sales credit memos screen:

MU - 365 Easy Invoicing EN

Example sales page

Now let us make an example in order user can practice how to work with sales easy invoicing.

1. In the “Tell me what you want to do” search for “Sales easy page”.

MU - 365 Easy Invoicing EN

2. We are going to create an invoice and a credit memo. So, click on “New”

MU - 365 Easy Invoicing EN

3. Create a line for the invoice as follow:

Field No.

Value

Customer No.

40000

Posting Date

31/12/2021

Type

G/L Account

No.

7000001

Description

General sales

Amount

1500

MU - 365 Easy Invoicing EN

5. In the “Tell me what you want to do” search for “Posted Sales Invoices” to look for the invoice we have just posted.

MU - 365 Easy Invoicing EN

6. In “Posted Sales Invoice” list the first one will be the invoice user has just posted.

MU - 365 Easy Invoicing EN

7. User can check that the invoice has been posted correctly. Keep the invoice No. in mind because we need it to make a credit memo.

8. Now let us make a credit memo. In the “Tell me what you want to do” search for “Sales easy page”.

MU - 365 Easy Invoicing EN

9. Click “New” and create a line for the credit memo as follow:

Field No.

Value

Customer No.

40000

Posting Date

31/12/2021

Type

G/L Account

No.

7000001

Description

General sales

Amount

-1500 (must be negative for a credit memo)

Corrected Invoice No.

We can inform the invoice No. created previously, in our case 103227

10. Click “Post” to post the credit memo

MU - 365 Easy Invoicing EN

11. In the “Tell me what you want to do” search for “Posted Sales Credit Memos” to look for the credit memo we have just posted.

MU - 365 Easy Invoicing EN

12. In “Posted Sales Credit Memos” list the first one will be the credit memo user has just posted.

MU - 365 Easy Invoicing EN

13. We have made one invoice and one credit memo separate, but in this page, user can make as many documents as he/she wants and then post all together selecting all of them and clicking “Post”.

MU - 365 Easy Invoicing EN

Sales Easy Page Card

If you want to post a single sales invoice/credit memo, you can do so from the previous screen or from this screen.

The screen is the same for invoices and credit memos. If the Amount field is positive, an invoice will be created, if it is negative, a credit memo will be created. In this case the user must fill in Corrected Invoice No. field

Sales invoice

The fields to be filled in on this screen are the same fields that appear on a standard sales invoice, with the difference that the invoice that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

For the invoice data to be filled in on the screen, the Amount field must be negative:

MU - 365 Easy Invoicing EN

When the user wants to post the invoice, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the invoice has been posted, it can be viewed and printed from the posted sales invoices screen:

MU - 365 Easy Invoicing EN

Sales credit memo

The fields to be filled in on this screen are the same fields that appear on a standard sales credit memo, with the difference that the credit memo that is filled in from here can only have one line with the information that is collected in the Type, No., Description, and Amount fields.

The Posting Error Description field is a field that collects error information that might occur during the posting process if any fields are not well filled in.

MU - 365 Easy Invoicing EN

For the credit memo data to be filled in on the screen, the Amount field must be negative:

MU - 365 Easy Invoicing EN

When the user wants to post the credit memo, Post button must be pushed:

MU - 365 Easy Invoicing EN

Once the credit memo has been posted, it can be viewed and printed from the posted sales credit memos screen:

MU - 365 Easy Invoicing EN

Example Page Card

Now let us make an example in order user can practice how to work with sales easy page card. We are going to perform a sales invoice, for a credit memo is the same changing to a negative amount.

1. In the “Tell me what you want to do” search for “Sales Easy Page Card”.

MU - 365 Easy Invoicing EN

2. Fill the fields as follow to create a sales invoice

Field No. Value
Customer No. 10000
Posting Date 31/12/2021
Type G/L Account
No. 7000001
Description General sales
Amount 1200

3. Click “Post” to post the sales invoice

MU - 365 Easy Invoicing EN

4. In the “Tell me what you want to do” search for “Posted Sales Invoices” to look for the invoice we have just posted.

MU - 365 Easy Invoicing EN

5. In “Posted Sales Invoice” list the first one will be the invoice user has just posted

MU - 365 Easy Invoicing EN