When you have created and accepted a quotation, then you want to generate an invoice referring to a quotation.

The steps to create an invoice are as follows:

Step 1: Go to Revenue > Quotation > Click Accepted.

Step 2: Select the referred quotation to create an invoice and press the Create Invoice.

Step 3: Fill in the details to create an invoice.

Refer to: PEAK will refer to the quotation number.

Document Number: PEAK will automatically show the document number based on the document set. You can edit and specify the document number later.

Customer Information

Customer: PEAK will retrieve the vendor information from the quotation.

Issue Date: PEAK will default to the current date and this section can be edited to the date in the past or future later.

Due Date: PEAK will retrieve the due date from the vendor codes. If not, PEAK will retrieve the information from the setting menu.

Classification group (for Pro Plus Package)

You can specify the document to the classified groups (project, salesperson, sales channel) when creating the document, or can be specified later as well.

Pricing and tax setting

Pricing Type: PEAK will default to the price type based on the quotation and can be edited when creating the document.

Issuance Tax Invoices: If VAT is valid for the item in an invoice. If you want to generate the invoice only, please close the issuance of the tax invoice and PEAK will record the accounting entries by using the account code of undue output VAT (215202)

If you open the issuance of tax invoice, PEAK will record the accounting entries by using the account code of output VAT (215201)

Currency: This section can specify the foreign currency. PEAK will default to the Thai baht.

Item
PEAK will retrieve the information from the referred quotation, you can edit or add items later.

If there is more than one item in the invoice, press + Add New Item button.

And to add a description, press + Add New Note button.

Step 4: If you already fill in all the invoice information, you can press the Save Draft or Approve Invoice button.

You can click Journal No. to view the accounting records.

Example of accounting entries