Invoice Module

12078

I. Function Description

The management function for sales invoices and purchase invoices allows users to record and manage information regarding the company's sales and purchase invoices. Through this function, users can easily track the status of invoices, manage invoice information, and integrate with financial and tax systems.

II. Operation Steps

Access the Invoice Management Page: Select "Invoices" from the main menu to enter the invoice management page.
Add New Invoice: Click the "Add New Invoice" button on the page and select the type of invoice to be added (e.g., "Unissued Invoice," "General VAT Invoice," etc.).
Fill in Invoice Information: Based on actual circumstances, fill in the detailed information of the invoice in the corresponding fields, such as invoice number, issuance date, purchaser information, product or service information, etc.
Save Invoice: After filling in the invoice information, click the "Save" button to save the invoice information in the system.

III. Operation Instructions

Export: This function allows users to export invoice information as electronic file formats, such as Excel or CSV, for data analysis and archiving. The specific operation steps may vary depending on system implementation, but typically users need to select the data range, format, and other parameters for export, then click the "Export" button.
Import: Through the import function, users can quickly import invoice data from external files into the system. This usually involves selecting the file to be imported, mapping fields, and then executing the import operation.
Batch Deletion: When users need to delete multiple invoice records, they can use the batch deletion function. Users typically need to select the invoice records to be deleted and then click the "Batch Delete" button to perform the deletion.
Generate Vouchers: For already saved invoice records, users can choose to generate the corresponding accounting vouchers. This usually involves selecting the invoice records, setting the voucher template, and then executing the generation operation.

IV. Precautions

When using functions such as export, import, batch deletion, and voucher generation, it is recommended to first test on a small data set to ensure the operations are correct before applying them on a larger scale.
There is no configuration entry for invoice templates, so users need to ensure that when adding invoices, they fill them out according to the system's preset template format.
For invoice records involving taxes, users need to ensure the accuracy and compliance of the data to avoid potential tax risks.

Please note that due to possible variations in system implementation, the above operation instructions may need to be adjusted according to actual circumstances. If problems arise during use, it is advisable to consult the system's user manual or contact the technical support team for assistance.

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## I. Function Description

The management function for sales invoices and purchase invoices allows users to record and manage information regarding the company's sales and purchase invoices. Through this function, users can easily track the status of invoices, manage invoice information, and integrate with financial and tax systems.

## II. Operation Steps

1.  **Access the Invoice Management Page**: Select "Invoices" from the main menu to enter the invoice management page.
2.  **Add New Invoice**: Click the "Add New Invoice" button on the page and select the type of invoice to be added (e.g., "Unissued Invoice," "General VAT Invoice," etc.).
3.  **Fill in Invoice Information**: Based on actual circumstances, fill in the detailed information of the invoice in the corresponding fields, such as invoice number, issuance date, purchaser information, product or service information, etc.
4.  **Save Invoice**: After filling in the invoice information, click the "Save" button to save the invoice information in the system.

## III. Operation Instructions

-   **Export**: This function allows users to export invoice information as electronic file formats, such as Excel or CSV, for data analysis and archiving. The specific operation steps may vary depending on system implementation, but typically users need to select the data range, format, and other parameters for export, then click the "Export" button.
-   **Import**: Through the import function, users can quickly import invoice data from external files into the system. This usually involves selecting the file to be imported, mapping fields, and then executing the import operation.
-   **Batch Deletion**: When users need to delete multiple invoice records, they can use the batch deletion function. Users typically need to select the invoice records to be deleted and then click the "Batch Delete" button to perform the deletion.
-   **Generate Vouchers**: For already saved invoice records, users can choose to generate the corresponding accounting vouchers. This usually involves selecting the invoice records, setting the voucher template, and then executing the generation operation.

## IV. Precautions

-   When using functions such as export, import, batch deletion, and voucher generation, it is recommended to first test on a small data set to ensure the operations are correct before applying them on a larger scale.
-   There is no configuration entry for invoice templates, so users need to ensure that when adding invoices, they fill them out according to the system's preset template format.
-   For invoice records involving taxes, users need to ensure the accuracy and compliance of the data to avoid potential tax risks.

Please note that due to possible variations in system implementation, the above operation instructions may need to be adjusted according to actual circumstances. If problems arise during use, it is advisable to consult the system's user manual or contact the technical support team for assistance.