When the quotation has been created and accepted, and you want to issue invoices referring to that quotation.

The steps to create invoices are as follows:

The following example of information to generate invoices:

25 sample items are sold. The total price is 18,208.95 baht, which combined of

1st invoice issued: there are 10 products, priced at 6,990 baht.

2nd invoice issued: there are 15 products, priced at 11,218.95 baht.

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

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

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

Refer to: PEAK will refer to the quotation number. Limit to 32 characters.

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. The information that can be edited are description, quantity, and price.

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

Step 5: Retrieve the information in the quotation to create the 2nd invoice.

Go back to the Quotation menu and select Accepted quotation to view the referred quotation and press Create Invoice according to the 1st and 2nd steps.

Step 6: Identify details to create the 2nd invoice, which is billing at 70%

Step 7: 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

Step 8: Go back to Quotation then it will show the number of invoices.

Step 9: If you want to create the 3rd and 4th invoices, please go back to the 5th step onwards.