The online accounting software PEAK has developed a feature to connect with LINE, allowing you to send pictures to the File Vault menu in New PEAK. Users need to add LINE by searching for @PEAKConnect or scanning the QR code Shown below or within the PEAK program.
Once LINE is successfully added, you can follow the steps below to create an invoice through LINE PEAK.
Here are steps to Create an Invoice via LINE PEAK Connect:
Step 1: Start by entering the chat of @PEAKConnect and select the menu option "Log in."
Step 2: Enter your email and password, and select the business you want to create an invoice.
Step 3: Click on the menu "Create Document" and then tap on the "Create" button for creating an invoice, as shown in the example below.
Step 4: Specify the details for creating the invoice to be sent to the customer:
To Whom: Enter the customer's name.
Classification: Specify the group for categorizing revenue in the PEAK Board.
Tax Type: Specify whether the payment includes VAT or not.
Product/Service: Provide information about the products or services to be sold to the customer.
Account: Select the income account code for sales or services that need accounting records.
Description: Additional description.
If there are multiple items, you can add them here.
7. Quantity: Specify the quantity as per the customer's purchase.
8. Price/Unit: Price per unit.
9. Discount/Unit: Discount amount per unit.
10. Tax Rate:
VAT 7%: For registered VAT businesses or products/services subject to sales tax.
VAT 0%: In the case of export.
No VAT: For transactions not subject to VAT.
11. Withholding Tax: If there is withholding tax, specify tax rate here.
12. Total Discount: If the quotation does not include a total discount at the end, close the "Total Discount" option.
12.1 Discount Amount: Enter the total discount amount.
13. Issue Tax Invoice: If the invoice doesn't require a tax invoice, close the tax invoice in item 13.
14. Note: Add any additional message or conditions (optional).
15. Attach Image: Attach relevant document or evidence images (optional).
Once you have entered the above details, please review them again, then click on "Approve Invoice."
After clicking on "Approve Invoice," LINE PEAK Connect will send you the invoice record number, as shown in the image below.
-End of How to create an invoice through Line @PEAKConnect-