This article shows you how you can create and send a sales invoice in Finago Procountor Solo
Start by creating a new invoice for the customer: Invoices > Create invoice.
Enter the recipient's name. If you have already added the customer to the register, the service will suggest a contact that corresponds to the name. If the customer is not in the register, click the Add new contact icon. The service searches the customer automatically in the Business Information System BIS based on the customer information, allowing you to fill in the basic data of the contact directly from the BIS register. Add any other necessary information and finish by clicking Save.
If the customer has already been added to the contact register, you can create a new invoice from the customer's contact card by selecting New Invoice.
Add the invoice rows, i.e. the products and/or services to the invoice.
Description, Unit price and Quantity and unit are mandatory fields. Enter a short (max. 100 characters) description of the invoice row in the Description field. You can describe the invoice in more detail in the text fields before and after the invoice rows, if you wish. You can enter the unit price either with or without tax. Remember to select the correct VAT rate for the invoice row in the Unit price field. The quantity must be at least 1. This refers to the number of products or services you have sold.
Product number, Unit and Discount are optional fields that you can leave blank. If the field is blank, it will not appear on the invoice.
Finally, check the information in the upper right corner, such as the Invoice number, Payment terms and Penalty interest and edit, if needed.
When your invoice is ready, click the Preview and send invoice icon on the upper left corner.
Make sure that everything is in order in the preview. You can still change the invoice template, unit price display method and invoice language on the top of the preview.
When everything is in order in the preview, select the correct invoicing method on the right. If you want to send the invoice to your customer yourself, select Download PDF. In other cases, select your preferred method of sending the invoice electronically on the list.
