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	VAT/GST Tax Guide Value Added Taxes (VAT) or Goods & Services Taxes (GST) are consumption taxes collected from your customers and taxes paid to your vendors. You can define an unlimited number of VAT Tax Groups to ... Deleting an Invoice In order to delete an invoice, you must first void any payments that have been applied to the invoice:   Income -> Payments -> Void Payments or click the invoice number in Income -> Invoices,... Barcode Scanner To use a barcode scanner all you need to do is place your curser in the field where scanned info should go, and then scan the barcode to insert the barcoded information. For example, scanning a barcod... Emailing Invoices In order to send emails from NolaPro for invoices, purchase orders, or any other purpose, you will need to set up SMTP access so that NolaPro can send emails through an existing email account that you... Duplicate Invoice GL Entries Why are there duplicate GL entries for some of my invoices? Whenever you edit an invoice, it makes a reversing set of entries to back out the original invoice amounts, and then it creates a new set of... Process credits to a credit card You can void a credit card payment by going to Income -> Invoices and clicking to edit the invoice with the payment you'd like to cancel. In the Payment Detail section, click Void Payment for the p... Shipping Charges When does the Shipping Charge for shipped Fulfillment Orders (Income -> Orders -> Ship Order) eventually hit the GL Accrued Shipping Liability account (Admin -> Billing -> General Setup -&... Printing Multiple Invoices at Once You can generate a PDF containing multiple invoices by going to Income -> Reports -> Billing -> Reprint Invoices. You can select a date range of invoices to include and also narrow down the i... Print Invoice without Customer ID Number If you would like your invoices to print without the Customer ID number, turn on the setting Admin -> Billing -> Company Options -> Formatting -> Invoice Format -> Hide Customer Number. Missing or incorrect image error when printing invoice If you receive an error similar to: FPDF error: Missing or incorrect image file: uploads/graphic_big1.jpg, please make sure Apache has write access to the nolapro/uploads folder. Similarly, if you rec... Search Invoices by Notes To search for invoices based on notes you have entered or line item descriptions, go to Income -> Reports -> Billing -> Summary of Invoices. In the Filters section enter in search text for th... Recurring Billing with Payment Plans If you'd like to set up recurring billing for your customers, then you'll want to check out our payment plan module. Go to Income -> Payment Plans and click on New Plan to enter in the details for ... Creating Credit Refunds/Invoices If you'd like to refund a credit balance invoice for a customer, go to Income -> Payments -> Refund Credit. You can search by customer, and the a list of credit balance invoices for the customer... Change US States to a List of States for My Country You can modify the list of States/Provinces/Departments/Regions/Territories by going to Admin -> System -> States. Can I Apply Sales Taxes by Item? Yes. Go to Admin -> Billing -> Sales Taxes. Click on General Sales Tax Info. Click the option Select Which Taxes Apply To Each Item for the setting How to Apply Taxes on Invoice Order Items. Thi... Charge POS Tax According to "Ship To" Address. The POS system will use the taxes set up in the Admin -> Billing -> Sales Taxes -> General Sales Tax Info -> Sales Tax District For Walk-Ins section. You can set up separate tax groups per... Order Shown as Open When Billed If an order is not showing as complete when shipments on the order have been billed out, the order may not have been marked complete during the last shipment. Open the order and click the Ship Now but... Invoice Layout You can customize the invoice layout by going to Admin -> Billing -> Company Options -> Formatting -> Invoice Format. There are several options available to show or hide various info and c... Sales Report by Salesperson You have a few options for viewing sales info by salesperson. 1) You can run Income -> Reports -> Billing -> Summary of Invoices and for Order By choose Salesperson. This will give totals by ... Invoice Date and Format There are a few different layouts and date formats available for invoices and statements. To pick a format go to Admin -> Billing -> Company Options and click the Formatting tab. Select your pr... Cancel Credit Memo To cancel a credit memo you will first need to void the refund payment, if a refund has been issued for the credit invoice. Go to Income -> Payments -> Void Payments. Select a time period in ord... Enable/Disable Automatic Invoice Emails You can toggle on or off automatic invoice emails on a per-customer basis by using the Email When Invoiced option when editing a customer (see the Invoicing section). You can create an email template ... VAT Tax Payable and Receivable Value Added Taxes (VAT) or Goods & Services Taxes (GST) are consumption taxes collected from your customers and taxes paid to your vendors. You can define an unlimited number of VAT Tax Groups to ... Remove Customer ID From Invoice If you would like your invoices to print without the Customer ID number, turn on the setting Admin -> Billing -> Company Options -> Formatting -> Invoice Format -> Hide Customer Number. RMA vs. Item Returns Income -> Invoices -> Item Returns and Income -> Orders -> Fulfillment Order -> Process RMAs are very similar as they both result in returning items to inventory and giving credits to c... Invoice Start Number You can set the starting invoice number by going to Admin -> Billing -> Company Options -> Defaults -> Invoicing -> Next Invoice Number. This number will only be used if it's higher tha... Edit Invoice If payments have been applied to the invoice, you will need to void the payments first before editing. When viewing an invoice click the Void Payment link for any payments on the invoice in the Paymen... Adding a Payment Type Designation Payment types are not currently editable. The types that are available are Cash, Check, Credit Card, and Other. ACH/EFT payments will be designated as Other. If you'd like to enter payments that are n... Customer Terms and Invoice Due Dates You can have the system automatically calculate due dates for invoices by setting up due date calculations in customer terms. You can edit terms by going to Admin -> Billing -> Invoice Terms. If... Correct or Cancel Offline Credit Card Payment If you need to change the date or amount of a credit card payment, you will need to void the original payment via Income -> Payments -> Void Payments. If it is not feasible to void the original ... Attached Files on Invoices Customers are not able to view files that you have attached to invoices via View/Upload Delete - Invoice Files. If you'd like to add PDF pages that will always print with invoices, orders, and quotes ... Barcode on Invoices The barcode on the invoice contains the invoice number. You can hide the barcode on the invoice by turning on the option Admin -> Billing -> Company Options -> Formatting -> Invoice Format... Re-Post Invoice After you unpost and edit the invoice, go back to Income -> Invoices, and select the invoice number to edit. At the bottom of the screen click "Post". Until you do that it remains unposted. Void Refund Credit Check Go to Income -> Payments -> Void Payments. Enter the date of the check and the customer to whom the check was written and press Next. The check will show in this list as a negative dollar amount. P... Stop Payment Plan / Edit Payment Plan You must stop the current payment plan and create a new one with the new frequency and the new amount. To stop the old payment plan, go to Income -> Payment Plans -> Edit Plan. Enter a "0" in the '... Credit Card Scanner / Processing The credit card scanner is connected through a PS2 card reader. To connect plug the wedge into the keyboard port, and plug the keyboard into the connection coming out of the card reader. If you onl... Edit Sales / VAT Tax Use this chapter to edit or add a sales tax for Federal, State, City or Other tax districts. From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. # Select the Tax District Name ... Add a New Sales Tax Use this chapter to edit or add a sales tax for Federal, State, City or Other tax districts. From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. Click the Add button from the firs... General Tax Information From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. Click on the 'General Sales Tax Info' button on the first screen. 1. How to Apply Sales Tax to Invoice and Order Items: Y... PayPal Payments Received Go to Admin -> Setup Receivables -> Credit Card Options. In the Available Processors box, choose the offline manual mode. Click the green + to add new account. Fill in the information and ... VAT Tax Groups From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. If you do not have VAT tax type selected in Admin -> Admin Setup -> System Settings, you will not have this option. Select a... Refund Shipping on RMA To refund the Shipping charges when generating an RMA, create the RMA as you normally would do. Then do the following: 1. Open the Invoice in Income -> Invoices -> New Invoice. 2. Unpost the inv... Apply Late Fees If you set the late fee and interest rates in Admin -> Billing ->Company Options, then when running Calculate Interest in Income-> Payments -> Calculate Interest, if there are any invoices past the du... Batch Process for Printing Invoices Currently NolaPro does not have a batch process for printing invoices. Signature Pad NolaPro does not have a signature pad to store an electronic signature. This would require a customization. If you would like this customized please submit a support ticket requesting a customization ... Bank Deposit Slip PDF The PDF was designed to be printed on a deposit ticket that already contains your information and the bank account info. It's similar to how checks can be generated in NolaPro to go on pre-printed ch... Credit Invoice A credit invoice can only be applied against another invoice. The credit available can't be applied against an Fulfillment Order because the Fulfillment Order isn't an invoice yet. Deposits are the on... "Override Price" When you see "(Override Price)" on an invoice this is because the price was changed AFTER it was already invoiced. For example, the user went to Billing -> Invoices -> Edit Invoice, unposted the... Add Letter to Invoice Numbers This can be done using the Invoice Number Override add-on available on The NolaPro Store. You can not input a letter in the Next Invoice Number field in Company Options. The reason is a letter beginn...