Let’s see how to set up Taxes in Envoici for other Taxes. 1) Go to Accounting > Taxes 2) Click on New Tax to add a new tax rate if applicable. 3) Please fill out the details. 4) Filing frequency: Select the option from the drop-down namely Monthly, Quarterly, Half Yearly or Yearly. 5) Tax …
You can do this via the following steps:Expenses > Vendors On the screen, you can see the Action tab. You will get two options:1) Edit – This option helps to add up or change information about the vendor.2) Delete – This option allows you to delete the vendor in just one click.
Please follow the steps :1) Settings > Invoice > Templates You need to select the Retail template to get the Authorized Signatory option on the Invoice. Select and Save. The Invoice is ready to use.
Go to Income > Customers On the right side, you will see an Action Button. Click on Action and you will get two options:1) Edit: This allows you to add or change customer information.2) Delete: This option allows you to delete a customer.
Go to Items > Products / Services Click on the Product for which you need to update the sale or purchase price. Click on the Edit option. At the bottom, you can see the sale price and purchase price. Edit it and save. Please note if there are already historical purchases and sales on the …
How to update the sales and purchase price of a product? Read More »
The country selected at the time of sign-up cannot be changed after the sign-up is completed. The currency is auto-selected by the system based on the country selected at the time of sign-up.
By default, an individual account’s start date is the start of the current financial year. You can visit the Account edit page from Chart of Account and change the account start date to any desired date in the past. Also, Previous year data means the closing balances of the last financial year ending, balances are …
How to enter the previous year’s data in Envoici? Read More »
There are three ways to create a Vendor: 1) Create a Vendor from the Expenses>Vendors menu. Please fill in all required fields link vendor name, address, email id, Tax Information, Billing Information, Payment information and contact details. Most importantly, select the appropriate currency and opening balance and date. 2) Another Option to Create a Vendor …
A delivery challan is issued to acknowledge the delivery of goods to a party; it will result in decreasing the inventory stock. Once the party has acknowledged receipt of items the next step would be to issue an invoice. Step 1: Please go to Income > Sales Order Step 2: Select the Sales Order for …
Please go to: Items > Products/ Services. You will see following screen. You can see all the products listed. Click on the product name that you want to delete. You will get a delete button on the top right. Click on delete to remove the product. Note: For deleting any Product/Service, first you need to …
Join us in one of our online sessions to learn how Envoici can help your business.
