Video tutorials on invoicing modules for beginners

For beginners, we have created short video tutorials for all modules of the gFM-Business ERP software. Each video explains all the components of the module and provides tips on how to use them.

Video tutorial for the [Invoice - Quotations] module

All offers are managed in this module. Create new offers either in the customer module from a customer or directly on this screen. When creating new offers, all customer-related settings such as VAT rate, price groups or discounts are automatically taken into account.

The upper area contains the offer recipient, the delivery address and the document data. Below this is a tab area with the items, details of the offer, actions and events.

In the tab [Details] are all free fields for the offer.

In the tab [ActionsYou can create an action chronicle for the offer, which is also displayed in the customer.

The register [Eventscontains the event log of the called document.

In the lower section of the tab [PositionsThe payment type, header and footer, remarks and the total block of the offer can be found in the [Payment type] field.

Click on the price range in an existing position to display the details of the Position to be edited.

Offers are done automaticallyas soon as an order has been created.

Video tutorial for the [Invoice - Orders] module

All orders are managed in this module. Create new orders either in the customer module from a customer or directly on this screen. When creating new orders, all customer-related settings such as VAT rate, price groups or discounts are automatically taken into account.

The upper area contains the order recipient, the delivery address and the document data. Below this is a tab area with four tabs.

In the tab [Details] are all free fields for the order.

In the tab [ActionsYou can create an action history for the order, which is also displayed in the customer.

The register [Eventscontains the event log of the job called up.

In the lower section of the tab [PositionsPayment type, header and footer, remarks and the total block of the order.

Click on the price range in an existing position to display the details of the Position to be edited.

Click on the Field [number] of an item to open a popover with all the quantities for the item.

Orders are done automaticallyas soon as invoices have been generated for the full order amount.

Video tutorial for the [Invoice - Invoices] module

All invoices are managed in this module. Create new invoices either from an existing quotation, order or delivery bill, from a customer or directly in this screen.

The upper area contains the recipient of the invoice, the delivery address and the document data. Below this is a tab area with four tabs.

The register [Positionscontains all items of the invoice. The items include the payment type, header and footer, remarks, all settings for the invoice and the totals block.

Click on the price range in an existing position to display the details of the Position to be edited.

In the tab [Details] are all free fields for the invoice.

In the tab [ActionsYou can create a chronology of actions for the invoice, which is also displayed in the customer.

The register [Eventscontains the event log of the invoice called up.

Invoices are generated from the Open items removed if the payment status has been activated.

When posting, the invoice is automatically saved as Posting record in the cash book entered if the used Payment method a valid posting account contains. In the event of a reversal, the booking record is removed again.

Invoices are accounting documents and can be not deleted become.

Video tutorial for the [Invoice - Returns] module

All returns are managed in this module. Create new returns either from an order or an invoice.

The upper area contains the returns recipient, the delivery address and the document data. Below this is a tab area with four tabs.

The register [Positions] shows all items of the return. The lower area contains details of the return, payment type, header and footer, remarks and the total block of the return.

Click on the price range in an existing position to display the details of the Position to be edited.

In the tab [Details] are all free fields for returns.

In the tab [ActionsYou can create an action history for the return, which is also displayed in the customer.

The register [Eventscontains the event log of the called return.

Returns are done automaticallyas soon as a credit note has been generated for the return.

Video tutorial for the [Invoice - Credit memos] module

All credit notes are managed in this module. Create New credit notes from an existing invoice or return or directly in this mask.

The upper area contains the recipient of the credit note, the delivery address and the document data. Below this is a tab area with four tabs.

The register [Positionscontains all items of the credit note. Below the items are the payment type, header and footer, remarks and the totals block.

Click on the price range in an existing position to display the details of the Position to be edited.

In the tab [Details] are all free fields for crediting.

In the tab [ActionsYou can create an action chronicle for the credit note, which is also displayed in the customer.

The register [Eventscontains the event log of the credit memo called up.

When posting, the credit note is automatically as a posting record in the cash book entered if the used Payment method a valid posting account contains. In the event of a reversal, the booking record is removed again.

Credit notes are accounting documents and can be not deleted become.

Video tutorial for the [Invoice - Reminders] module

All reminders are managed in this module. Create New reminders from an existing invoice or directly in this screen and then enter the reference invoice.

The upper area contains the recipient of the reminder, the delivery address and the document data. Below this is a tab area with four tabs.

The register [Positionscontains all items of the credit note. Below the items are the payment type, header and footer, remarks and the totals block.

Click on the price range in an existing position to display the details of the Position to be edited.

In the tab [Details] are all free fields for reminders.

In the tab [ActionsYou can create an action log for the reminder, which is also displayed in the customer.

The register [Eventscontains the event log of the called reminder.

Video tutorial for the [Invoicing - Inquiries] module

All delivery requests are managed in this module. Create New requests from an existing offer or directly in this mask. You can later use a request to create a Create order.

The upper area contains the supplier's address, the delivery address and the document data. Below this is a tab area with four tabs.

The register [Positionscontains all items of the request. Below the items are the payment type, header and footer, remarks and the totals block.

Click on the price range in an existing position to display the details of the Position to be edited.

For inquiries and orders, you select items using the supplier's article number, which you can enter in the article management next to the normal article number.

In the tab [Details] are all free fields for the request.

In the tab [ActionsYou can create an action history for the request, which is also displayed in the CRM module.

The register [Eventscontains the event log of the called request.

Video tutorial for the [Invoice - Orders] module

All orders from your suppliers are managed in this module. Create New orders from an existing quotation or order or directly on this screen. The upper area contains the supplier's address, the delivery address and the document data.

You can use the symbol between the addresses to select a Storage location as delivery address button. Below this is a tab area with four tabs.

The register [Positionscontains all items of the order. Below the items are the payment type, header and footer, remarks and the totals block. Enter the supplier's invoice data and the goods receipt in the bottom line. Post individual items or the entire order as Incoming goods into any storage location.

Click on the price range in an existing position to display the details of the Position to be edited.

For inquiries and orders, you select items using the supplier's article number, which you can enter in the article management next to the normal article number.

In the tab [Details] are all free fields for ordering.

In the tab [ActionsYou can create an action history for the order, which is also displayed in the CRM module.

The register [Eventscontains the event log of the order called up.

Video tutorial for the [Invoice - Cashbook] module

The "Cash book" module in the invoicing module contains the cash book with the posting list, account statements with bank postings, direct debits, SEPA transfers and SEPA mandates. If all posting accounts have also been specified in the payment types, invoices and credit notes are automatically entered in the posting list when they are posted.

Create New bookings for income or expenses with the "plus symbol" in the top right-hand corner.

Export unbooked entries, for example in the DATEV-format for your tax consultant.

In the tab [Bank entriesYou can import account statements from online banking programs such as Bank X. Set up an account of the type "Financial account" for this function under [Settings - Preferences], for example with the number 1201. gFM-Business also supports the import of bank statements directly via your computer's clipboard or as an MT960 file.

Under the tabs [Direct debits] and [SEPA transfers] contains lists of all direct debits and SEPA transfers, although direct debits are generally no longer used today.

In the tab [SEPA mandatesYou can find a list of all SEPA mandates managed in gFM-Business here.