How can I apply a discount as an amount rather than a rate?
Create a service in sales - service - green button - new service. Name it accordingly (“payment discount”) and link the correct account from your chart of accounts (such as “sales allowances”).
Apply this service in your sales document using a negative quantity and the discount amount.
For the same action in purchases, set up a non-tracked product for your discount (can also be used in sales). Please note that you cannot add a service to a purchase document.
How can I change the default VAT to show in my invoice?
So that a product automatically shows a given VAT rate when you add it to your sales line update your product information. Go to sales - product, select your product, open the advanced section and apply the default VAT rate
How do I get my sales tax rate to appear on the invoice (US accounts)?
In any sales document, you can select your sales tax in the header on top right side in the field “sales tax”. Select the tax rate you need to apply and mark the checkbox in the product line to include the product as taxable for this rate.
I changed my customer information, why is my invoice not updated?
If you modify your customer address after creating a sales document, the address is not updated but kept the way it was set up during creation of the document.
To modify customer information in a sales document, open it, click into the customer field (this will delete the entry) and select your customer again. Click DONE to validate the adjusted document.
PLEASE NOTE: selecting a new customer, might change your pricing in the sales lines if prices were set up especially for this document.
Where can I see the unpaid invoices for a customer?
Go to sales - customers and select your customer.
You could then either print the customer statement from the green action button or click on "invoices" and then use the filter on top left side, to only see unpaid ones.
If you need to see all unpaid invoices and check different customers, go to sales - invoices, then filter on “unpaid”. You can export the invoices and easily filter in Excel.
Also, in sales - customers payments, you will see the “unpaid” payments (=installments) or you can check the AR aging report in the green action button, should a total open balance be sufficient..
How do I partially invoice a sales order?
You can only partially invoice a sales order using the delivery note in between. So, if you normally do not work with tracked products, convert the sales order into a delivery note, modify the delivery note quantities and invoice the delivery note from within Inventory - Delivery notes.
You will then be able to convert your sales order again into a delivery note, eventually modify that again and invoice the next part from your delivery note.
How do I receive a partial invoice payment?
To register the receipt of a partial payment, please open your invoice and proceed to page 2. On top click "receive payment due". In the payment line, just modify the amount to your partial payment and and select the bank account. Click DONE to validate.
How do I register the payment for the first instalment?
To register the receipt of your first instalment, please open your invoice and proceed to page 2. On top click on the first instalment to mark it and use then "receive payment due". Should the amount not exactly match the payment, please modify the amount in the payment line and select the bank account. Click DONE to validate.
The second instalment will remain open and due for payment.
Why can’t I edit my invoice?
If you need to edit a paid invoice, you must delete the payment first. To delete the payment, please open the invoice and proceed to page 2, mark the payment line by clicking into it and use “cancel selected payment” to delete the invoice payment.
After you have done this, your invoice will be editable.
Why can’t I delete my invoice?
In UK, FR and international accounts, it is not possible to delete an invoice, if it is not the last one made. Nevertheless, you can cancel the invoice by converting it into a credit memo.
To do so, please go to sales - credit memos - green button - convert invoice into a credit memo. This will then balance out the accounts receivable and reverse the sales as well as mark the invoice as cancelled.
For US accounts, please delete an eventual invoice payment on page 2 of your invoice and then use the trash bin at the bottom left of page 1 to delete the invoice.
How do I see what products I sold to which customer?
If you go to sales - invoices - green button - export invoice line, you will be able to export the list and filter in a spreadsheet the information you need.
I have a USD bank account and my customer pays in EUR, how do I register that?
You will need to create an EUR Offset bank account that can be used as a helping transfer to get your EUR into your USD bank account.
The EUR invoice will be paid to your EUR Offset account and a bank transfer will manage the transfer from your EUR Offset bank account into your USD account.
To create a new bank: in the Accounting main menu, please click “add bank” and select the import bank statement option. Name your bank and select the currency needed.
To create a bank transfer later, from the green action button in the main menu Accounting, please select the bank transfer to transfer the EUR amount into your USD bank.
How do I add a second tax besides the normal VAT that I can select?
OneUp does not offer multi taxes.
To apply a second tax to your invoice, you would need to use a service or a non tracked item. Calculate the second tax you need to add and select the service to set up the according amount in your sales line.
How do I process withholding taxes?
Withholding taxes are not an offered OneUp feature. To be able to handle withholding tax, it is recommended to create a service in sales - service - green button - new service. Link the service to an account of your choice in your chart of accounts.
In the customer document, you add the service into the sales lines and use a negative quantity to set up the deduction. The amount will need to be calculated manually and to eliminate any link to a VAT, please select “--” in the VAT field or do not mark the checkbox for the sales tax.