Do these in this order
1 Fiscal year
Who Accountant
Where Fiscal year What changes One active year that contains today. With IRD on, it needs its Fiscal year IRD name. See The fiscal year . 2 Ledgers in Configuration
Who Administrator
Where Configuration 3 Sales adjustments
Who Accountant
Where Sales adjustment , then Configuration › Sales 4 Numbering series
Who Administrator
Where Document numbering 5 Warehouses and products
Who Administrator What changes Products that are sold have a unit, a rate and, if they need their own income account, a sales ledger . Stocked products have a warehouse . (Setting up products and stock is not described here.) 6 Customers
Who Accountant
Where Customer 7 Entry control
Who Accountant
Where Entry control 8 IRD, if the company reports to it
Who Administrator
Where IRD API 9 Users and roles
Who Administrator
What changes Each user has a role that allows the screens they need and an agent or branch if they should be limited. 10 Make a test invoice and a test receipt
Who Accountant
What changes Raise an invoice for a test customer, print it, receive a payment against it, and look at the customer's Due status . Needs When your company has IRD on, a test invoice is a real bill: it is sent to the IRD and cannot be edited or deleted. Cancel it the same day (Cancel an invoice ), or make the test before IRD is switched on. Example: the test invoice and receipt, and what you should see
A test customer buys one product at 1,000 on Credit , with VAT at 13% (the rate set up for this example).
Step What you should see Save the invoice It takes a number from your invoice series and appears in the Sales Invoice list as Unpaid , amount 1,130 Print it The print asks "Do you want to print?": this first print is the original (Print and reprint invoices ) Open it, choose Receipt and receive 1,130 into the cash account The receipt takes a number from the receipt series. The invoice becomes Paid Open the customer The balance is 0, and Due status lists nothing unpaid Open Stock status for the product's warehouse One unit less than before the sale
If a step is refused, its message names what is missing; the table below says where to look.
What each missing step looks like
You see Usually No Add button on a sales screen No numbering series for your branch in the active fiscal year , or your role cannot create that document Add is greyed out and the screen asks for ledgers One of the five Configuration items, or the fiscal year, is missing "The financial year for this transaction date has already been closed" The active fiscal year starts in the future, or the date is before its start A customer cannot be saved A repeated PAN or ledger code, or an opening amount without an opening series An invoice is refused at save Stock, a missing receipt series for a cash sale , an expired series: see Messages you may see
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