Introduction

INVO is a SaaS application (software as a service). To work with the program, internet access and user account are required. In order to create an account, go to the registration subpage and complete the form correctly. After properly conducted registration, the user is informed about this fact by an appropriate message with the login form.


Each time you use the program requires logging in regardless of the platform on which we work. In the case of mobile applications, it is possible to remember the session so that logging is not necessary every time the application is started.



First start

Immediately after the first login, the user is required to configure the program at least in its basic form, ie to supplement the company's contact details and other data necessary for correct invoicing. Without correct configuration, invoices will be incomplete. Detailed configuration is described in the configuration section.


Configuration

The configuration should be carried out after the first launch of the program and when the data of the companies influencing the content of issued invoices and accounting calculations will change (eg change of business location and Tax Office, PIT settlement method, etc.). Other situations are optional and depend only on the user.


Company's data

This data is set in the company part and form the basis of the configuration. Working with the program without passing through this part of the configuration is pointless and may expose the invoice issuer to serious consequences on the part of the Tax Office.


The program allows you to enter all the data identifying the company, i.e the full name, address, telephone, e-mail address, website, mailing address. In addition to data should include tax data such as type of activity (sole proprietorship, company), VAT exemption (together with the basis), NIP, NIP-EU, REGON, KRS numbers.


It is important to enter the company's invoice numbers and invoice issuers (sellers). The program allows you to enter any number of invoice and seller numbers.


Account

This part allows the changing of passwords, choosing the package (invoicing, accounting), granting account access to other users (eg employees, accountant), paying the subscription or closing the account if the program is cancelled.


Documents

In the documents section, you can configure the dictionaries of the used units of measurement, the groups of contractors / products, forms and dates of payment. In addition, it is possible to choose the look of the invoice, change the invoices and tax information printed on the invoices.


Bookkeeping

The accounting configuration is intended for users using the accounting module. In this part, the user should provide all other company data, which he did not provide in the company part and which are necessary for correct operation of the accounting module. In addition, please provide the identification details of the business owner (will be printed on PIT / VAT declarations). Users who have not started working with the program in January should configure part accounting transfer unless it is the first month of operation. In addition, data necessary for the calculation of taxes and social security contributions should be provided in detail. Because this data is given in chronological order, more attention should be paid to entering them.


Giving invoices

To issue a sales invoice, click the new document button. The invoice window will be displayed, in which all necessary invoicing data must be completed. This window is divided into three parts, ie basic data, other data and print preview.


The program enables issuing VAT invoices, pro-forma invoices, VAT invoice, and advance and final invoices.


The numbering of invoices is done semi-automatically, i.e the program proposes a consecutive invoice number based on the format set by the user and the last invoice issued in the month / year. Changing the number up / down should be done by clicking the + or - buttons. Manual edition of the invoice number (independent of the format) is possible but requires special care and does not guarantee the correct numbering of subsequent invoices. This functionality should be used only in exceptional situations and only for the purpose of special invoice determination.


After issuing (saving changes), the invoice look can be checked in the print preview tab. In the upper right of the preview, the full-screen mode button is visible. Pressing it maximizes (or decreases) the printout.


Correction of invoices

To issue a correcting invoice, open the invoice that you want to correct and press the exposures button in the bottom left corner. Pressing w. button will change the appearance of the form in a way that allows the correction to be issued. In this form, in the goods and services section, we only provide the data AFTER CORRECTION. Data before correction is remembered by the application but not shown. Pressing the save button issues a correcting invoice, the correctness of which can be stated in the print preview.


Cloning invoices

In order to issue a similar invoice, you can use the clone function available under the button in the lower left part of the invoice editing window. Filling the cloning form is done in the same way as when issuing a new invoice with the difference that the data on the buyer, recipient, products, prices, currency and other are prompted from the cloned invoice.


Posting the costs

In addition to sales invoices, the program allows you to record the costs of your business. The introduction of cost invoices is necessary for the proper functioning of the online accounting module, although this module is available regardless of whether the user uses the accounting or only from the invoicing module.


The costs have been divided into:

This division is necessary in order to correctly record the cost invoices in the book of revenues and expenses (depending on the type, the cost goes to the appropriate column in the KPiR).


In addition to typical costs, it is possible to register vehicles and fixed assets. The introduction of a company vehicle or fixed asset results in the automatic conversion of depreciation and its inclusion in the KPiR and thus the income tax.


Accounting module

The online accounting module allows you to keep the Book of Revenue and Expenditure, VAT records of sales and purchases, calculating advances on income tax, calculating VAT and generating tax returns. Accounting is completely automated by the user, after the correct configuration of w.w.w the module does not have to do anything other than issuing invoices and introducing costs.


Income and expense book

The book of income, KPiR, is the basic functionality of the accounting module. On the basis of it, income tax prepayments are calculated. It is generated automatically on the basis of issued sales and purchase documents and the depreciation of fixed assets.


VAT register of sales and purchases

The VAT taxpayers conducting business activity are obliged to keep the VAT register. So this part is not available for the so-called non-vatowców (the user has the ability to determine whether he is or is not VAT-in the program configuration). The register contains all economic events resulting from the sales or purchase invoices entered. The registers are auxiliary records for VAT settlement.


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