When receiving or dispatching goods, it is necessary to link the invoice with the corresponding warehouse document. In ABRA Flexi, this is easy thanks to the document interconnection feature.
Received Invoice and Goods Receipt
Procedure for goods delivery with an invoice:
In the top menu, go to: Purchase → Purchase Orders.
Select the relevant order.
Click SERVICES → Create Received Invoice.
Select the document type.
The editing view will open, where you can fill in the required details.
6. Save the document.
You can find the invoice in the menu: Purchase → Received Invoices.
Tip: If the selected document type is configured to automatically generate warehouse documents, a goods receipt will also be created after saving the received invoice.
You can find it in the menu: Goods → Receipts & Issues.
Procedure for goods delivery without an invoice:
In the top menu, go to: Purchase → Purchase Orders.
Select the order.
Click SERVICES → Create Goods Receipt.
Select the warehouse.
Save the document.
You can find the goods receipt in the menu: Goods → Receipts & Issues.
Once the invoice is received, proceed as follows:
Open the order,
click SERVICES → Create Invoice
save the document.
Issued Invoice and Goods Issue
Procedure for goods dispatch with an invoice:
In the top menu, go to: Sales → Sales Orders.
Select the relevant order.
Click SERVICES → Create Issued Invoice.
The editing view will open, where you can fill in the details.
Save the document.
You can find the invoice in the menu: Sales → Issued Invoices.
Tip: If the document type is configured to automatically generate warehouse documents, a goods issue will be created automatically after saving the issued invoice.
You can find it in the menu: Goods → Receipts & Issues.
Procedure for goods dispatch without an invoice:
In the top menu, go to: Sales → Sales Orders.
Select the order.
Click SERVICES → Create Goods Issue.
Select the warehouse.
Save the document.
📌 You can find the goods issue in the menu: Goods → Receipts & Issues.
After the goods have been dispatched, issue a tax document:
click SERVICES → Create Invoice,
fill in the details,
save.
Bank Payments
After importing an electronic bank statement into the module: Money → Bank
match the individual transactions with the corresponding documents.
For more information on this topic, please refer to the dedicated article here.