Financial Documents
The Documents side of Finance is where you create and manage every kind of financial document. Each document type is its own tab — and its own detailed page below, covering the list view (columns, filters, toolbar), how to create one step-by-step, and what it affects. Payments live under Receivables & Payables.
How to open it: top navigation → Finance → choose the Orders, Invoices, Receipts, Credit notes, Expenses or Delivery notes tab. Orders are the spine the rest hang off — start there.
The document types
Orders
Sales & purchase orders — the spine a deal's invoices, payments, dispatch & profit hang off.
Invoices
Sales invoices — the full myDATA editor, list columns, Sync from myDATA, the mD status.
Receipts
Proof-of-payment documents, including those issued from the POS.
Credit notes
Credits/refunds that offset an invoice.
Expenses
Business costs, categorised — Sync from myDATA, supplier/VAT search.
Delivery notes
Goods dispatched, linked to the dispatch/warehouse flow.
All document types share the same editor and the same myDATA behaviour — the Invoices page documents that editor in full; the other pages focus on what's specific to each type.
The totals breakdown (every final document)
Every customer-facing final document — quotes, invoices and their PDFs/exports — now foots with the same explicit five-line totals block, so VAT and any discount are never hidden inside one number. The five lines are:
| Line | What it shows |
|---|---|
| Price | The net subtotal, after any per-line / per-customer discounts. |
| Discount | The order-level paid-upfront (cash) discount only (per-line discounts already show on each row). |
| Price after Discount | Price − Discount = the net taxable base. |
| VAT | VAT calculated on the post-discount net. |
| Final | Price after Discount + VAT = the grand total the customer pays. |
The block is the same on the in-app preview and the generated PDF, and it foots (the lines add up), so a customer can always see exactly how the total was reached. The paid-upfront discount line is driven by the resale pricing engine's cash-discount rule and flows from an accepted quote through to its invoice.