At Sanka, each receipt is assigned a unique ID, allowing it to be linked with necessary information such as products and business partners.
Additionally, you can set the status for each receipt (Draft, Sent, Scheduled, Paid), making it easy to track the status.
※ For basic concepts like "Objects" and "Modules," refer to Sanka Basics.
What You'll Learn in This Article
- How to create a receipt
- How to edit registered information
- How to archive receipt information
- Next Steps
How to Create a Receipt
① Click the "Order and Invoice Management" module on the left side of the screen, then select the "Receipt" object.
② Click the "New" button in the top right corner of the page.
③ The "Create Receipt" detailed page will appear, where you can enter the required information.
④ Click "Customer" to display registered business partner information (for how to create a Supplier Master, see here).
If there is no business partner information available, you can directly add it via the “+Contact” or “+Company” buttons.
⑤ Select the "Currency."
⑥ Choose the items to be included in the receipt.
There are two ways to enter product information:
- Select Item: Choose the relevant item from the pre-registered item master in Sanka. (To create an item master, refer to this guide).
- Manual Input: Manually enter item information.
Here, we will proceed by clicking "Select Item."
⑦ Once you select an item, the items registered in the item master will be displayed.
For this example, we will create a receipt for 500 units of Pen and 300 units of Book.
First, select Pen and enter a quantity of 500 units.
The unit price will be automatically added from the product master.
To add more items to the receipt, click "Add Item" in the top right corner, and a blank field will appear.
Enter 300 units for Book.
⑧ If you want to apply a discount, turn on the "Discount" option to set it.
⑨ Enter the "Tax Rate."
There are three methods for setting the tax rate:
- Receipt Based Tax: The same tax rate will apply to all items on the receipt.
- Item Based Tax: You can set different tax rates for each item.
- No Tax: No tax rate will be set or applied to the receipt.
Example 1: Tax rate set per receipt
Example 2: Tax rate set per item
Example 3: Non-taxable
⑩ The "Issue Date" will default to the date the receipt is created, but you can change it if necessary.
⑪ Choose the status of the receipt under "Status."
You can select from Draft, Sent, Scheduled, or Paid.
⑫ Once all necessary information is entered, click "Create Receipt."
⑬ The registered details will be displayed on the "Receipt" object screen.
"Total Price" and "Total Price Without Tax" will be automatically calculated.
How to Edit Registered Information
At Sanka, to avoid accidental data loss, once information is registered, it cannot be deleted.
Therefore, it's important to learn how to edit the information.
① Click the "Order and Invoice Management" module on the left side of the screen, then select the "Receipt" object.
② Click the "ID" to display the "Edit Receipt" detailed page, where you can edit the information.
Click "Update" after you've finished editing your receipt.
How to Archive Receipt Information
Using the archive function, you can hide registered receipt information from the table.
① Click the box for the receipt you want to archive and select "Archive."
② Archived receipts will appear grayed out.
③ To unarchive a receipt, click the box for the relevant receipt and select "Activate."
④ Activated receipts will no longer be grayed out and will return to their normal display.
Next Steps
Once you master the basic order and invoice management methods, try incorporating advanced features.
For details, refer to the following help guides:
