This article explains how to create a simple invoice in Qoyod to record expenses, the required fields, payment options, and the simple invoices management page.
What Is a Simple Invoice
A commercial document for recording expenses by selecting the expense account instead of products. It makes it easy to create invoices linked to expense accounts and suppliers, and to handle them like purchase invoices (payment, linking to vouchers, etc.).
Path in Qoyod
Purchases › Simple Invoices › Create Simple Invoice
Steps
- From the “Purchases” dropdown menu, click the (+) icon next to “Simple Invoices”.
- Fill in the fields (see the next section).
- Click “Save and Approve” to issue the invoice, or “Save as Draft” to edit it later.
Fields
- Reference Number (optional).
- Description (optional).
- Supplier: from the dropdown menu, or add a new supplier with the (+) icon.
- Issue Date.
- Location.
- Expense Account, Amount, and Tax Rate for each line.
- Vouchers: create a new voucher or use a previous one to settle the invoice.
- Attachments (optional).
Simple Invoices Management Page
After saving, you are taken to the Simple Invoices page, which has three sections:
- Chart: classifies invoices by status (partially paid, paid, approved, etc.).
- Search Fields: for searching and filtering.
- Simple Invoices List.
Notes
- An invoice cannot be edited after “Save and Approve”. To edit, duplicate it, create a new invoice, then delete the original.
