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The Accounting tab contains options for setting up invoices and receipts.
| 1. | Next Invoice # and Next Receipt #: Enter the number with which you want to begin numbering invoices and receipts. If you already have a system in place, enter the next number in the sequence. If you do not, enter the number 1. |
| 2. | Prefix: Enter the prefix for invoices and receipts (usually I for Invoice and R for Receipt). |
| 3. | Length: Enter the number of characters – including the prefix – that EventPro Planner will use to generate invoices or receipts. For example, I0015 would be invoice number 15 using five characters. I00015 would be the same invoice number using six characters. |
| 4. | Invoice Due (Days): Enter the default number of days within which invoices are due. |
| 5. | Include No Charge Items: Certain items may be available to your customers at no charge. If you want these no-charge items to appear in invoices by default, check this box. |
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| 1. | If you have rounding errors, which will usually only occur with upgraded data, you can set the thresholds so that a certain minimum figure remaining to be paid or allocated will be ignored. |
| 2. | Enter numbers in the Fully Paid and Fully Allocated fields to indicate that anything less than that amount will be treated as 0. For example, if you set the Fully Paid threshold at .01, anything less than a cent owing will be treated as a 0 balance and the invoice will be considered fully paid (not outstanding). |
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Choose the Year End Month from the drop-down list.
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| 1. | From the drop-down list, you can choose the default Account and Department for DEPOSIT invoice items. You will set up these Accounts and Department Codes in your General Lookup Tables. See Step 5: General Lookup Tables. |
| 2. | Choose the default Account and Department for CREDIT invoice items. |
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| 1. | From the Export Format drop-down list, select the name of your accounting software. |
| 2. | Select the checkbox to the right if the Export Does Not Require a Company Code. |
| 3. | For any software you select, you will have to define the path to the folder to which you want to export accounting data. The Export Folder may be any folder of your choice. You may prefer to use the Browse button to navigate to the folder’s location. |
| 4. | The other display fields vary depending on the software you select. For assistance with using these programs, please refer to the software’s own documentation. |
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Remember, if you make any changes you want to keep in System Settings, ensure that you click the Save button.
Clicking Cancel will revert to the previously saved settings.
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