The second part of this article can be found here.
🧭 Basic Principle of the Services Button
The Services button is located on the top toolbar of both the document list view and individual documents. This button consolidates functions that:
simplify the creation of follow-up documents,
transfer data between documents,
create links between documents,
provide summary and control information.
The services menu varies depending on the document type and module. The only service that is always the same is:
📊 Company Summary Information
Once confirmed, the tab of the same name opens in the module: Business Partners → Company Addresses
You get an overview of:
the volume of invoices issued to the company,
their payment behavior,
what remains to be completed within the sales cycle.
The links created between documents can be viewed at any time using the Links button.
📦 Inventory Module
Goods Receipts/Issues
🧾 Create Invoice
Using this service:
First, you create goods receipts or goods issues.
From these, you then automatically generate a purchase or sales invoice.
Process:
select the document type,
the invoice form opens,
line items and the company are carried over from the warehouse documents,
review the details, add any missing information, and save.
💰 Create Cash Document
Use this when:
you have already created goods receipts/issues,
you are not issuing an invoice,
payment will be made in cash.
The process is the same — line items and the company are automatically transferred to the cash document.
🔄 Create Transfer Document
This service allows you to:
create a goods issue,
then create a goods receipt to a different warehouse from it.
After selecting the document type:
select the target warehouse,
line items are transferred automatically,
review the document and save.
📤 Update Issue Requests
Relates to the setting: Company → Settings → Modules → Inventory → Enable generation of issue requests.
Use when:
you have invoiced goods that have not yet been dispatched from the warehouse,
the goods issue is created with a zero quantity,
the goods are dispatched at a later stage.
In the goods issue document:
the status changes to Generated from invoice,
the Request UoM and Quantity/Issue UoM columns are identical.
🛒 Sales Module
Sales Invoices
🖨️ Print Current Document
a document preview is displayed,
the language can be changed,
options: print, export to PDF, send by email.
📊 Company Summary Information
When creating or updating a document, it is sometimes important to get an overview of your financial relationship with a business partner so that you can choose the appropriate response or follow-up action when creating further documents.
The application displays the company card with the Summary Information tab:
Column 1 – Payment behavior
Total invoiced
Unpaid
Paid after due date
Average delay
Invoicing limit
Defined payment terms
Column 2 – Documents in progress
Open inquiries and quotes
Uninvoiced orders
Orders not yet received into stock
If you need additional information about the company, it is available on the other tabs.
💵 Cash Payment
After clicking the Cash Payment button, the application:
creates a cash document without VAT,
carries over the amount from the invoice,
sets the contra accounts based on the invoice type,
marks the invoice as Paid
A detailed description of document matching is available in the Document Matching chapter.
The application fills in the following values on the cash document
Cash Register – Selected from the list of cash registers for which the payment document is created.
Internal Number – If no document series is defined for the cash register, you will be prompted to enter one.
Incoming Number – Variable symbol of the invoice being paid
Variable Symbol – Variable symbol of the invoice being paid
Issue Date – The date is taken from the invoice issue date.
Description – Company name on the invoice
Cost Centre – If one is specified on the cash register document type, the application prioritizes that value. Otherwise, it takes the cost centre from the invoice.
Job/Contract – Carried over from the invoice.
For sales invoices:
Debit Account – Cash register account
Credit Account – Debit account from the sales invoice
For purchase invoices:
Debit Account – Credit account from the purchase invoice
Credit Account – Cash register account
VAT Classification – Not subject to VAT
Posting Date – Date is taken from the invoice
🔗 Create/Remove VAT Deposit Document Link
Used to link:
a VAT deposit tax document
with a bank statement or cash document.
Normally, the deposit document is created automatically; here it can be linked manually.
After selecting the function, first specify whether the deposit payment was made via bank or cash register. Then locate the corresponding document and complete the link by clicking Select.
⏰ Reminder
This function allows you to create and send reminders for an individual invoice or for multiple invoices that meet the specified criteria (number of days past due, amount above a threshold, etc.)
⚠️ Generate Penalty Invoices
This function allows you to create penalty invoices for individual unpaid invoices. The process is guided by a clear step-by-step wizard:
select the Document Type for penalty invoices,
set the Penalty Percentage,
select the Date range (from–to),
confirm everything by clicking Finish.
You then select the sales invoices for which you want to generate penalty invoices. Once completed, the system notifies you that the penalty invoices have been successfully created.
🧾 Calculate Payment Status as of Date
This function opens a wizard in which you:
select the date as of which you want to calculate the payment status,
configure the calculation and display settings,
optionally check the Open in new window option.
After clicking Finish, a payment status list as of your selected date is displayed.
➖ Create Credit Note
This service allows you to create a credit note for a sales invoice. Once launched, a form is displayed where you:
select the line items,
enter the quantity,
confirm the creation of the credit note.
A credit note is typically issued when correcting an invoice (e.g., an incorrectly issued invoice, returned goods, etc.).
💰 Settle from Overpayments in Bank and Cash Register
This function allows you to settle a sales invoice using overpayments recorded in the bank. After clicking the button, the system presents:
received payments,
that have not yet been matched to a document.
🧮 Create Invoice from Deposit
This function allows you to issue a sales invoice from a received deposit. If you want to invoice against an unpaid deposit, the following option must be enabled:
Deduction of unpaid issued deposit.
Configure this in:
Company → Settings → Modules → Sales → Invoice
Check the option Allow deduction of unpaid issued deposit.
This service also checks the stock level — negative values are not permitted.
Point of Sale
🧾 Print Current Document
This service:
prints the document highlighted by the cursor,
displays a print preview,
allows you to change the document language.
From the preview you can:
print the document (printer icon),
export to PDF (PDF/Acrobat),
send by email (envelope icon).
🏢 Company Summary Information
When creating or editing a document, it is often important to know the financial relationship with your business partner.
The application displays the company card – Summary Information tab:
Left column – invoicing and payment behavior
Total invoiced
Unpaid
Paid after due date
Average payment delay (in days)
Invoicing limit
Defined payment terms
Right column – documents in progress
Open incoming inquiries
Open outgoing quotes
Uninvoiced incoming orders
Open outgoing inquiries
Open incoming quotes
Outgoing orders not yet received into stock
If you need additional information about the company, it is available on the other tabs.
💵 Post POS Sales Receipts
This is an accounting transfer of funds from the point-of-sale register to the cash register, used at the end of the daily sales period.
Process:
a dialog opens with the current date (which can be changed),
select the POS register type and cash register type,
a document with no line items is created,
the document is automatically posted.
The contra account matches the account specified for the POS register.
If you select Print the created cash document, it will be printed immediately upon completion.
The system informs you about:
the posting of POS receipts,
the creation of the cash document.
The status is reflected in the User Status column:
Uziv.zauctovano
Uziv.zauczmena (when corrected)
When a POS receipt is changed or a new one is created, you must run the posting again — the original document is deleted and a new one is created.
🔔 Reminder
Since invoices can be created from this module, it is also possible to:
create and send reminders,
for one or more invoices,
based on configured thresholds (days past due, invoice amount, etc.).
Incoming Inquiries
📩 Print Current Document
This function allows you to:
preview the print output,
change the document language,
print, export to PDF, or send by email.
📊 Company Summary Information
The display of Summary Information about the business partner is identical to that in other modules.
🔄 Create Outgoing Inquiry
Requirements:
the Supplier field must be filled in on the Details tab,
the Order from supplier field must be set to Order.
After creation:
the value changes to Already ordered,
the inquiry can be edited and re-created if needed.
🔄 Create Incoming Order
Use this when the goods are in stock. After creation:
the inquiry is set to Done,
no further documents can be created from it (this can be reverted to Unspecified).
🔄 Create Outgoing Quote
Used to quickly create a quote for a customer from an incoming inquiry.
🧾 Create Bulk Inquiry
A table is displayed showing goods relevant to the inquiry.
The top toolbar contains a Select Supplier checkbox.
In the adjacent field, use the drop-down list to display suppliers that are specified in the table or in the price list on the "Supplier" tab.
This allows you to select items for an inquiry directed to a single supplier only.
The top toolbar also allows you to:
filter goods from a single warehouse only,
use the Hide non-ordered items option — i.e., items where the quantity in stock exceeds demand.
A list of all outstanding items from individual inquiries is displayed.
If a supplier is marked as primary in the price list on the "Supplier" tab, they are automatically transferred to this table.
The same result can be achieved by filling in the supplier on the "Details" tab.
If no supplier is specified, the field remains empty and can be filled in two ways:
by selecting from the list of suppliers recorded in the price list on the "Supplier" tab,
by selecting a company directly from the company list in the "Business Partners" module.
The "Price" column displays the price entered in the price list.
If Update purchase price in price list upon receipt is checked in company settings, the updated price will be shown here.
Each row on the left can be manually checked to select items you wish to include in the inquiry.
Bulk inquiries are created, consolidating goods by supplier.
If some goods are already in stock, the inquiry quantity is set so that zero stock remains after the sale; this quantity can be adjusted manually.
Clicking the "+" button on the left reveals a detailed list showing:
who inquired about the goods,
when they inquired,
what quantity they requested.
The incoming inquiry can also be opened from here.
📤 Outgoing Quotes
🔁 Create Quote Variant
This option allows you to resend a quote in its original form, for example:
to a different company,
to the same company with updated values.
🧾 Create Incoming Order
This option allows you to automatically accept an order from an outgoing quote.
the quote is moved to the "Done" status,
no further orders can be created from the quote.
📥 Incoming Orders
🖨️ Print Current Document
This function prints the document selected by the cursor.
After clicking the button, a document preview is displayed where you can:
change the document language,
print the document (Printer button),