If you’ve started using Informer mid-year and already have sales invoices created outside of the system, you can easily add them to Informer.
To add external made sales invoices follow the steps below:
Add a Sales Invoice
Navigate to Advanced in the left-hand menu.
Select Salesbook and click on New.
Upload the sales invoice by dropping the file into the designated area.
Fill in the required information (e.g., invoice date, customer details).
Under Choose an Option, select the relevant revenue account. These accounts are easily identified by their green label.
Once all details are entered, click Save to process the invoice into your accounting records.