Documentation: Quickest Accounting
When you first login to Quickest Accounting, you need to add the names of your clients with whom you have transactions. To do so,
STEP 1
Go to Third parties > New Third Party
The following fields are compulsory, the rest are optional:
1. Put the name of your client in the ‘Third-party name’ field
2. Select whether it is a Prospect or a Client
3. Vendor, select Yes or No (In most cases it is ‘No’)
4. Put the full address of your client in the ‘Address’ field including his BRN number and VAT number
Then scroll down and click on ‘Create Third-Party.
Repeat 1 to 4 for each of your clients.
>> see picture below
STEP 2
Go to Products | Services > New product
The following fields are compulsory, the rest are optional:
1. Put the Reference number that you wish to use for a particular product in the ‘Ref.’ field
2. Put the name of the Product in the ‘Label’ field
3. Scroll down to the ‘Selling price’ field and add the price. IMPORTANT NOTE: Leave the field next to ‘Selling price’ as ‘Excl. tax’ – Do not change this
4. If your product is vatable, leave the field ‘Tax Rate’ to 15% – do not change it. If your product is free of VAT then change it to 0%
Then scroll down and click on ‘Create’.
Repeat 1 to 4 for each products
See picture below
NOW YOU ARE READY TO GENERATE EITHER A QUOTATION or AN INVOICE
STEP 3
Generate a Quotation
Go to Commercial > New quotation
STEP 4
Generate an Invoice
Go to Billing | Payment > New invoice
Go to Billing | Payment > List > then choose the invoice for which you want to create a credit note.
When the page opens, click on the ‘CREATE CREDIT NOTE’ tab as show in the picture below:
On the next page, below ‘Credit note to correct invoice…
a) select ‘Create Credit Note with lines from the origin invoice [see number 2] – VERY IMPORTANT
b) Enter the day
c) Payment Terms
d) Payment Type
scroll down then click ‘Create Draft’
see picture below:
On the next page click on ‘Validate to complete.
