Invoice importing special formats

Default importing options are described in the video: https://www.erplybooks.com/manuals/importing-invoices-into-erply-books/ This tutorial speaks about how to import invoices with custom fields and XLS files.  Default CSV file alignment Additional options with...

Credit invoices

Credit invoices   Businesses have to deal with credit invoices every day: imagine you purchased a product, but it turns out it does not fit you or it has a defect, or there is another reason to make you return the good to the seller. Or vice versa – your customer...

Invoice copying – what is this and how to use it?

How often do you happen to pay or issue identical invoices? Let’s say you are an accounting firm that charges the same monthly fee to it’s client. Or you might have a client overseas, who consumes the same amount of goods or services every month and pays you in a...

Invoice scheduler

Invoice scheduler   In ERPLY Books, you can use the invoice scheduler which is meant for sending out multiple invoices at once. You can send out PDF invoices, invoices via email, e-invoices (if supported in your country) and also print out the factoring file. For...

Gift cards in ERPLY Books

Gift cards   You can use gift cards for paying and at the same time they are also products. Therefore, remember the following points: You need a separate bookkeeping account for gift cards. A gift card must be a separate product in ERPLY inventory. It shouldn’t...

Purchase and sales articles

Purchase and sales articles   This module describes purchase and sales articles in ERPLY Books. An article in ERPLY Books is a parameter/ attribute that works in the invoice module. It is possible to connect revenue, expense and fixed assets accounts with...