How to Configure the Invoicing App
Getting Ready to Use the Invoicing App
Beginning with the CloudOffix App Drawer screen, click on ‘Invoicing’ app, located in the Invoicing Cloud.
Fig. 1: CloudOffix App Drawer page, Click the Invoicing App to begin.
The following dashboard screen greets us with a ‘Configuration Steps’ workflow to begin configuring all the important details into the system.
Begin by clicking on the ‘Company Data’ tab.
Fig. 2: Workflow in the Invoicing Dashboard
The company Data screen will pop up. Complete as many of the fields as possible to ensure the most correct and up to date information about your company is loaded into the system. Clicking save or Mark as Done will take you back to the dashboard.
Fig. 3: Company Data Entry Screen
Returning to the dashboard, we now see that channels such as Customer invoices, Vendor Bills, Bank, and Cash have appeared.
Click ‘Bank Accounts’ Tab on the workflow at the top of the screen to continue configuring.
Fig. 4: Invoicing Dashboard showing Channels
The Bank Account pop up screen is where the bank account details are entered into the system. The name field is mandatory. Enter all details such as bank account, account number, bank, and currency correctly to avoid any mishaps later down the track.
You can also define other bank accounts by clicking the button on the bottom of the page. When complete, click ‘Mark as Done’ or ‘Save’ to return to the dashboard.
Fig. 5: Bank Account details entry screen
Continue on with the configuration workflow, click ‘Fiscal Year’ and complete the details. Click ‘Save’ or ‘Mark as Done’ to return to dashboard and continue with the workflow.
Fig. 6: Fiscal Year details entry screen
The chart of Accounts screen comes pre-loaded with a list of accounts, which can be edited, deleted or new ones added. Then click the ‘Dashboard’ menu to return to the dashboard.
Fig. 7: List of Chart of Accounts
The ‘Initial Balances’ tab allows for Journal entries. This screen has ‘Save’, ‘Discard’ or ‘Post’ buttons at the bottom of the screen.
Fig. 8: Initial Balances Journal entries
As the ‘Mark as Done’ button is clicked on the bottom of the pop-up screens, little ticks appear next to each of the names on the configuration workflow as they are marked as done. Once they are all completed, click the little ‘X’ at the end of the workflow to close it.
Fig. 9: Marked as Done on the workflow
Congratulations! You have just configured your Invoicing App!.