Once documents are set up and configured in osFinancials5, creating new documents is a simple process that involves the following steps:

  1. Access Documents from the Default ribbon and the document type (e.g. invoices, credit notes, quotes, purchases, supplier returns or orders) .
  2. Click on the New button.
  3. Select the appropriate debtor or creditor account.
  4. The document entry screen for the selected document type and debtor/creditor will be displayed, showing all relevant details that were entered and set up in the debtor/creditor account and any messages or document setup.
  5. Select the stock code for the stock items (products) being added to the document. The default selling price or purchase price will be displayed, and you can enter the quantity (if the default quantity of 1 is not applicable).

You may add Comments and remarks to selected items (products).
  1. Click on the OK button to finalise the document and print it (e.g. as an invoice).
  2. Post the document to the ledger to complete the process.

Overall, this process is designed to be easy and intuitive, allowing for quick creation of documents and efficient management of financial transactions.