Routing the Invoice Account

Daftra software allows redirecting the invoice journal entry. Instead of the default direction to the “Sales Account” it is possible to redirect it to another ledger account as needed.

Note the following:

• Before starting, make sure to activate the Sales App and the Chart of Accounts & Journals Accounting plugin as well.
• Also, make sure to set the routing type of the sales account is “Specify per each”.

 

Steps to direct the invoice account:

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
3. Go to the “Ledger Account” field within the invoice data.
4. Enter the code or name of the required ledger account.
5. Select the account from the search results.
6. Complete entering the invoice data and click on the “Save” button.

• The system will create a journal entry for the invoice, with the credit party transferred from the entry to be the account selected in the “Ledger Account” field on the invoice entry screen instead of the “Sales” account.