Operations

Creating Invoices

5min

Introduction

Invoicing with Logic is designed to be simple and efficient. Once an invoice is completed, the accounting settlement is automated, saving the accounting team from redundant manual data entry.

To facilitate this process, Logic introduced the concept of Billing codes, which are predefined accounting instructions to automate settlements during invoice creation. Click here to learn more about Billing Codes.

Conditions

  • The Client must exist in the database. Click here to learn how to convert a Lead to a Client
  • Authorization is mandatory in certain countries before finalizing the invoice. Click here to learn more about the authorization of invoices.
  • The day's exchange rate must be registered before issuing the invoice. Click here to learn how to register exchange rates.

Creating Invoices

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Creating Credit Notes

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What I learned

1

Billing codes have predefined accounting blueprints for automated settlements when invoicing.

2

Creating an invoice for a client is only possible if their status is "Client" and not "Lead."

3

If the Exchange rate field is blank, contact the system administrator to update the rate.

4

Logic factors in VAT in totals.

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Updated 13 Sep 2024
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