Finance

Classic Filter and Advanced filter

by Peppercan Support on May 29, 2013

in Finance,Opportunities

Here is a comparison between Classic filter and the advanced filter features. The classic filter is straight forwards and quick. By comparison here is the advanced filter and it’s ability to whittle down your list through selected Data.  

Billing Voucher Generation

by Peppercan Support on May 29, 2013

in Finance

How to generate a PDF billing voucher: The voucher can be generated from 2 places: Finance tab Chosen company form / Files / Invoices The finance Tab Or from the Invoice tab. Select invoices you want to add in the billing voucher There are different selection methods. You can either: Click on a checkbox to […]

Learn how to add documents to your invoice which you can either send directly to client from Peppercan or archive other documents related to your invoice. These documents could be for example signed purchase order scanned and uploaded or additional documents related to the invoice such as delivery note. Peppercan will allow you to decide […]

Can I Separate Renewable Products to Their Own Invoices?

February 13, 2012 Finance

By default Peppercan will combine all due renewal products into same invoice during a time period from different quotes. This means that if client is subscribing for example to two different magazines per month from two different sales events, they are invoiced by default on same invoice. This lesson shows how you can instead force […]

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Errors in Importing Invoices from Peppercan to MYOB

January 20, 2012 Finance

Sometimes invoice records are skipped. This lesson helps to correct some of the problems causing the skipping. Information Window Informing Invoice Has Not Been Imported If during invoice import MYOB informs you that some records were skipped (1), you must open the file in the location shown to learn what action to take to fix […]

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Import Sales Invoices into MYOB

January 20, 2012 Finance

After this lesson you will are able to import sales invoice data into MYOB accounting package Read Invoices In After following the steps in lesson "Export Invoices and Customers from Peppercan to MYOB" you can import the invoice data into MYOB. Note! It is highly recommended to rename the exported invoice list appropriately so that […]

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Import Customer into MYOB

January 19, 2012 Finance

After this lesson you will are able to import client data into MYOB accounting package. Rename The Customer Export File If Necessary After following the steps in lesson "Export Invoices and Customers from Peppercan to MYOB" you can import the customer data into MYOB.   Note! It is highly recommended to rename the exported customer […]

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Browse Invoices Using Listings Report and Via Contacts

January 11, 2012 Finance

In this lesson you will learn how to browse and find invoices, credit notes (credited invoices) and deleted invoices. Browsing invoices requires the following – Regular invoice user Open Listings To open listings of quotations and invoices in list format, and to see all invoices waiting to be paid you can use either Finance –> […]

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Browse Invoices, Credit Notes and Deleted Invoices

January 11, 2012 Finance

In this lesson you will learn how to browse and find invoices, credit notes (credited invoices) and deleted invoices. Browsing invoices requires the following – Regular invoice user Open list of invoices To open the list of invoices, credit notes and deleted invoices, go to Finance –> Browse Browse List of Invoices By default when […]

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Export a Report on VAT and WHT for Comparison

January 11, 2012 Finance

You can export a value added tax (VAT) and withholding tax (WHT) into a text comma separated file which then can be read into spreadsheet program for review. This report is easy way to compare your numbers with your accounting software. To export, you need the following privilege: – Invoice manager Open Export Click Finance […]

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