Managing invoice books

In the Manage Invoice Books menu, you can create, edit, and close the invoice books used by your company. Each company can have multiple invoice books, for example, for different years or different types of invoicing activities.

1. Reviewing account blocks

The list page displays all previously created invoice blocks with the following data:

• ID – identification number generated by the system;

• Name – the name of the invoice book;

• Prefix – the combination of letters appearing at the beginning of the account number;

• Year – the calendar year of the given invoice block;

• Issued invoices – the number of invoices already created in the given block.

The Actions icons on the right side of the table can be used to edit, delete, or lock individual arrays.

2. Creating a new checkbook

You can create a new invoice book by clicking on the "Add New" button in the upper right corner of the page.

During creation, you must specify:

• the name of the invoice book,

• the prefix (e.g., the company abbreviation),

• and the company that owns the block

Once the fields have been filled in, the system automatically creates the new invoice block, which immediately appears in the list.

3. Editing and closing invoice books

• Click on the pencil icon to modify the invoice block data (e.g., name or prefix).

• The red padlock icon indicates that the invoice book has been closed.

• No new accounts can be created in the closed block.

• After closing, the array can only be viewed; it can no longer be modified.

  
  

Tip: It is recommended to close the invoice book for the given year at the end of each calendar year before opening a new one.

4. Closing all account blocks

If you want to close all active account blocks at once, click the "Close All" button. This feature is useful, for example, at the end of the year or when closing the books, when you create a new account block for the next period.