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Purchase & sales


OCR

Purchase & sales  — Tue 31 May 2022
In the old days, all invoices were written or printed on paper. You know, those thin slices of tree. Nowadays, fortunately, there are more and more e-invoices. In other words, electronic invoices. In the transition between those two periods, there has been an attempt to be able …

Payment reminder

Purchase & sales  — Fri 29 Apr 2022
Daxto's autopilot automatically sends a payment reminder 3, 7 and 11 days after the due date of an invoice. This is more formal than the invoice reminder, but gives the customer sufficient time to still pay the invoice. If you hadn't contacted them yet, now is the perfect time.…

Discounts on invoices

Purchase & sales  — Fri 29 Apr 2022
Discount. Every Dutchman loves it, doesn't he? Giving discounts is made very easy in Daxto. Nevertheless, it is best to discuss it briefly so you are aware of all the details. Why discount? Discount is not a light subject. Although every customer likes to get it, it is better t…

Invoice reminder

Purchase & sales  — Fri 29 Apr 2022
It can happen that a sales invoice is not paid by your customer, or not paid on time. It is useful to know what you can do in that case. If you have Daxto's autopilot turned on, your customer will automatically receive an invoice reminder. In fact, 7 days before the invoice is …

VAT rates on invoices

Purchase & sales  — Fri 22 Apr 2022
This help article is currently only available in Dutch. The translation will be available as soon as possible. Come back later or take this opportunity to brush up on your Dutch.

Send invoices manually or by email

Purchase & sales  — Fri 22 Apr 2022
After creating a sales invoice, it may be on its way to the recipient. This can be done in several ways. Send the invoice to the recipient by email directly from Daxto. Download the invoice in the desired format or formats, and send it manually by email. Open the in…

Down payment sales invoice

Purchase & sales  — Fri 22 Apr 2022
If you and the customer agree to pay for something in two or more parts, it is important to invoice each part separately. The reason for this is that otherwise you will be remitting VAT too soon and/or too much, and revenue will be reflected in your figures. Therefore, to arrang…

Create sales invoices

Purchase & sales  — Fri 15 Apr 2022
Creating a sales invoice in Daxto is very simple. When logged into an environment, click Menu → Purchase & Sales → Sales Invoices. Then click the Create a new sales invoice button. The next step is to start filling in some information. The easiest way is to start at…

Purchase invoice processing

Purchase & sales  — Fri 15 Apr 2022
If you have received a purchase invoice from a supplier you need to start processing it. To book the invoice simply click on the Menu and go to Purchase and Sales → Purchase invoices. Here you will find a button titled ' Book a new purchase invoice'. Click the button to op…

Customize the appearance of sales invoices

Purchase & sales  — Fri 15 Apr 2022
When you send an invoice to a customer, you probably want to format it in your own corporate style. This way an invoice is easily recognizable by your customer and it also looks very professional. But how do you do that? We are going to help you with that, in a few simple steps …

Delivery on invoices

Purchase & sales  — Fri 8 Apr 2022
Delivery is part of invoices. In both purchase and sales invoices. You'll find the delivery field between the tax rate and category, at the end of each invoice line. It is mandatory to state on invoices when something is delivered, it is not supposed to be absent from an invoice…

Invoices

Purchase & sales  — Fri 8 Apr 2022
Invoices record agreements in a document. It is an agreement between: a supplier, who creates the invoice. a customer, who receives the invoice. Because invoices are official, legally binding agreements, an invoice gives the supplier an obligation to deliver and an obl…

Bad debt

Purchase & sales  — Fri 18 Feb 2022
Marking a sales invoice as bad debt is done when there is a certainty it is not going to be paid. Beforehand, you have probably marked it as doubtful, but that is not always necessary. You can also proceed directly to mark it as bad debt, but must have a good reason for doing so…

Doubtful debt

Purchase & sales  — Fri 18 Feb 2022
Occasionally, a customer may fail to pay a sales invoice, or fail to pay it on time. It's helpful to know what you can do in such a case. Invoice Reminder If you left Daxto's autopilot enabled, your customer will automatically receive an invoice reminder. This is not the same …

Underpaid invoice

Purchase & sales  — Fri 11 Feb 2022
My customer has slightly underpaid If your customer has paid a sales invoice, but the transaction is just slightly less than the amount due, you can resolve this without bothering your customer with it. You simply make up the difference yourself from within your company. A concr…

Locked sales invoice

Purchase & sales  — Fri 28 Jan 2022
Once an invoice first reaches the status 'Sent', it is locked. The reason for this is that a sent invoice is now in the hands of the recipient. An invoice should not be changed once the recipient has received a copy. Should a change still be necessary, a credit invoice can be cr…

Credit invoice

Purchase & sales  — Fri 28 Jan 2022
A credit invoice, credit or credit note are all the same thing. It is an invoice with a negative grand total, that is, a minus amount. Credit invoices can be created for a variety of reasons. The most common reason is to correct a previously created invoice that is already hand…

Overpaid invoice

Purchase & sales  — Fri 28 Jan 2022
My customer paid a little too much If your customer has paid a sales invoice, but the amount of the transaction is slightly higher than the amount due, you can resolve this in three ways. 1. Use as payment for another invoice. If this customer has other invoices outstanding, yo…