Configuring Billing Sequences

To create invoices or contracts, several configuration steps need to be completed:

1. Settings

   • Navigate to the Configurations section, where you can set the parameters for your billing and invoicing processes.

2. Configure Sequences for Contracts, Invoices, and Payments

   • Here, you can define the sequence format for generating each type of transaction. A sequence is a unique identification number assigned to each transaction, and it must be distinct.
   • We recommend constructing the sequence from three parts, separated by a "/", as follows: (Name/Year/Index). This format indicates the transaction type, the year of creation, and the total number of transactions of that type within the year.

   Although several sequence formats can be chosen, we suggest using (Name/Year/Index), as it clearly reflects the transaction type, the year it was generated, and the transaction’s chronological order within that year.

   • Additionally, it is a good practice to manually reset the index to 0 at the start of each year to maintain clarity and organization.

1. Tax Rate

   • Specify the applicable tax rate for your invoices to ensure compliance with tax regulations.

2. Currency Preferences

   • Set the preferred currency for the system based on your region or business needs.

Ready to Generate Invoices: Once all configurations are complete, you are now ready to generate invoices efficiently and in accordance with your defined parameters.