Sales invoices

Issuing an invoice

A sales invoice is a document you issue to a client. In Opero it arises from several elements, most of which the system suggests.

• The contractor: you point to them from the file, and their data goes onto the document.
• The items: what you sell, in what quantity, and for how much. Items are taken from the service catalog or entered by hand.
• Rates and currency: you choose from ready lists, so there are no typos.
• Deadlines and payment method: when and how the client is to pay.

After issuing, the document gets its number and a PDF on the company letterhead can be made from it, ready to send to the client.

Example. You finish delivery and issue an invoice. You point to the client from the file, add two items from the service catalog, the system computes the values and the tax, and you choose the payment deadline. All that is left is to generate the PDF and send it.

Values computed by the system

The item values, the totals, and the tax amounts compute automatically from the quantity, price, and chosen rate. You do not recompute this by hand or enter the result from a spreadsheet. If an amount looks different than you expect, check first the quantity, price, and rate on the item.

Tracking payment

An invoice lives after issue: it has a payment deadline and information on whether it has been paid. Thanks to this you can see what is overdue, and the system can remind about it with a notification. This is a daily tool for keeping track of receivables, not just a document printout.

Outside Opero's scope

It is worth knowing where the system's role ends, so as not to look for something that is not here.

• Opero is not an accounting program. It runs the sales document and its flow, but does not post to accounts or make tax returns.
• Tax settlements are done by accounting. Opero passes it the data, it does not replace it.

This is a deliberate split: the system watches the process and the document, the accounting office or the accounting department watches the settlements.