Issuing vouchers locally - Invoice

In this article, we will show you how to issue a voucher locally with the payment method set to "Invoice."   

1
Follow points 1 to 8 step by step, as decribed here. When a voucher is issued to be paid against invoice, the customer details must be entered.
2
Select Bill as the payment method. Then click on Continue.
3

You will now see an overview of your order. If everything is correct, you can complete the order by clicking on Order.

4
You can now download all documents as PDF files, then print them and give them to the customer. Print the invoice on your headed paper if it is available. When printing the deposit slip, use the pre-printed pro-forma A4 deposit slips provided to you by PostFinance.

5
Unlike a voucher sale using cash or credit card as a payment method, for instance, a voucher sale against invoice is not booked immediately when the order is placed.
Vouchers payable against invoice are only booked when paid.

E-GUMA is configured so that orders against invoice can only be entered for accounting purposes once payment is received. This means that E-GUMA will automatically make an entry in the Sales report only once the voucher is activated by switching the status from "unpaid" to "redeemable". This entry allows you to record the payment as well as sale of the voucher for accounting purposes.

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