Knowledge

All invoices after being created will be displayed in Transactions → Sales → Invoice.

• Step 1. Go to Mapping setup → check the checkbox to enable the automatic mapping mechanism for Invoice. Then select the appropriate mapping accounts and click Save. 
  
  For example: Payment account/Credit =  Sales.  Deposit to/ Debit = A/R.
  

  NOTE: If the Invoice:default for all item is turned off, the invoice is not automatically mapped.  

• Step 2. To map one or several specific items in the invoice to a different Credit than the default mapping configuration (Invoice: Default for all items), create an Item mapping setup.
  
  For example, I select Item = " Transfer" and Income account = " Sales of Product Income". 
  ⇒ This item will be mapped as: Credit Sales of Product Invome / Debit A/R
• Step 3. If the invoice includes tax, please activate Tax default and select the account pair under Sales to map tax ( if any) 
  
  
• Step 4. If one or several taxes need to be mapped to different account pairs than the default configuration ( Tax default), create a Tax mapping setup. 
  
  Example: PST ( 7%) → Payment account/Credit = PST Payable, Deposit to/Debit = A/R
• Step 5. Create an invoice, for example, the invoice includes 2 items: Transfer and 5 Liter Sunflower Oil.
  
  This invoice will appear in Accounting → Transactions → Sales → Invoice and will be automatically mapped.
  
  The mapping results are as follows: 
  • Transfer: Credit Sales of Product Income / Debit A/R 
  • 5 Liter Sunflower Oil: Credit Sales / Debit A/R 
  • GST (10%): Credit GST Payable / Debit A/R 
  • PST ( 7%): Credit PST Payable / Debit A/R