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Invoice Mapping

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

  • Step 1.  Go to Settings menu under the Accounting module -> Mapping setup -> General -> Enable the Invoice: default for all item
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  • Step 2. Enable the Tax default 
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  • Step 3. Go to Invoices menu under the Sales module in the left sidebar -> Create an invoice
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    • After the invoice is created successfully, the invoice is automatically mapped, you can check the invoice is mapped or not at Transactions menu ->  Sales ->  Invoice
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      Click on the Edit to view mapping detail
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    • Value of each product (excluding tax) mapped to Invoice: Default for all items. Each tax of a product is mapped to Tax Default 
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Automatic invoice mapping that contains special items and taxes 

  • Step 1. Enable the Invoice: default for all item
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  • Step 2. Enable the Tax default 
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  • Step 3. Create item mapping setup 
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  • Step 4. Create tax mapping setup 
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  • Step 5. Create the sale invoice
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    Result:
    - Synology DS920+ mapped to accounts under Invoice: Default for all item
    - VAT 5% mapped to accounts under Tax default
    - Synology DS220+ mapped to accounts under Item mapping setup
    -     VAT 15% mapped to accounts under Tax mapping setup
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