In this post, you will be able to read and learn about the different sales documents Uniconta offers through the Report Generator.
Here you get an overview of your created invoices, where you can, for example, assign restrictions or ownership to them.
To create a new invoice, click"Add report" where Uniconta's Report Designer will open with a default invoice template called"New Invoice":
From here you can freely choose how your company's invoice should look, what information and fields it should contain. If you want to know more about the fields in these special reports, click here: https://www.uniconta.com/da/unipedia/felter-i-specialrapporter/
The report is used for Accounts Receivable/Sales/Sales Orders, Accounts Receivable/Sales/Sales Orders/Order Lines and Accounts Receivable/Expedited Invoice.
If you want to know more about credit notes click here: https://www.uniconta.com/da/unipedia/debitor/kreditnota/
The report is used in the same places as for Invoice: Accounts receivable/Sales/Sales orders, Accounts receivable/Sales/Sales orders/Order lines and Accounts receivable/Quick invoice.
Where you can then click"Add report" to create your own quote. It will contain Uniconta's standard report template to make it easier to get started creating reports yourself.
The report is used for Accounts Receivable/Sales/Offers.
ADelivery Note (Sales) is used when your company makes a sale, where the customer will receive this delivery note with the sale.
The report is used for Accounts receivable/Sales/Sales orders/Update document and Accounts receivable/Sales/Sales orders/Order lines:
Invoice
An invoice is a document that specifies and collects payment for the goods/services agreed between supplier and customer. Uniconta has a standard invoice for you to use, but if it does not meet your company's needs, you can easily define what it should contain. To view your invoice(s), select Tools/Report generator/User-designed reports and then select"Invoice":
Here you get an overview of your created invoices, where you can, for example, assign restrictions or ownership to them.
To create a new invoice, click"Add report" where Uniconta's Report Designer will open with a default invoice template called"New Invoice":
From here you can freely choose how your company's invoice should look, what information and fields it should contain. If you want to know more about the fields in these special reports, click here: https://www.uniconta.com/da/unipedia/felter-i-specialrapporter/
The report is used for Accounts Receivable/Sales/Sales Orders, Accounts Receivable/Sales/Sales Orders/Order Lines and Accounts Receivable/Expedited Invoice.
Credit note
A credit note is a negative invoice, i.e. with a reversed sign, e.g. for a returned item. An example of a posted credit note:
If you want to know more about credit notes click here: https://www.uniconta.com/da/unipedia/debitor/kreditnota/
The report is used in the same places as for Invoice: Accounts receivable/Sales/Sales orders, Accounts receivable/Sales/Sales orders/Order lines and Accounts receivable/Quick invoice.
Special offers
An offer report is used when sending an offer to a customer, allowing the customer to visually see what the offer entails and whether it is an offer they will accept or negotiate on. The way to create a special offer is to change the list below to"Offers":
Where you can then click"Add report" to create your own quote. It will contain Uniconta's standard report template to make it easier to get started creating reports yourself.
The report is used for Accounts Receivable/Sales/Offers.
Order confirmation
An order confirmation is a way to inform the customer that the order has been received. This way, the customer gets a quick response on whether the order they placed actually went through - whereas the payment of the order will only take place once the order has been shipped, for example. If you want to create a special order confirmation, it works the same way as with quotes and other sales documents. The report is used for Accounts receivable/Sales/Sales orders/Update document and Accounts receivable/Sales orders/Order lines:
Delivery note
A delivery note is a note that accompanies a delivered item with information about name, quantity, to check upon receipt, etc. In Uniconta, it is possible to create a delivery note specified to your company's needs. Note: The delivery note number is called "InvoiceNumber" before posting the delivery note, after posting "PackNote" is used.
ADelivery Note (Sales) is used when your company makes a sale, where the customer will receive this delivery note with the sale.
The report is used for Accounts receivable/Sales/Sales orders/Update document and Accounts receivable/Sales/Sales orders/Order lines:
Layout groups
To use your new special reports, they must be assigned to a layout group. The layout groups are used to specify which invoice layouts, bank accounts, email messages, etc. should be used for each debtor.Read more about it here: https://www.uniconta.com/da/unipedia/layoutgrupper/