Purchases / Sales
This is where you create and open documents (sales, purchases, credit notes, and more). Open it from the bottom menu with Purchases/Sales.
New document — basic steps
- Choose the document type (for example receipt or invoice).
- Select the customer or supplier. If missing, add them first under Customers.
- Add lines: item, quantity, price. Totals are calculated for you.
- Check discount, VAT, and total.
- Save.
Payment / cash desk
After save, you may be asked for a payment method (cash, card, and so on). Follow the on-screen steps. If you use a card terminal, finish the payment as the app shows.
After save you can print or preview. In a normal browser a print window usually opens. In the company mobile app, printing may go straight to the printer.
Send email or SMS
If a send button appears, you can send the document to the customer. Email/SMS must be set up under Settings, and the contact needs a valid email or mobile number.
myDATA / electronic submission
If your company sends documents to the tax authority (myDATA), after save you may see a success or error message. If you see an error, do not issue the same document again without asking — note the message and tell your administrator.
Document list
You can open an older document from the list (search by date, number, or customer). Editing depends on your rights and whether the document is locked or already submitted.