Introduction
Document series for Invoices are separated into two Settings: one for regular Invoices for natural persons and second for Corporate Invoices.
- This article describes how to configure Settings in the PGM to display document series for Invoices.
- This article will be helpful to PG Champion, Administrator, Club Manager and Club Owner.
Instruction
How to set up PGM Settings section to display specific Document series for Invoices?
This configuration depends on the type of invoice:
- Invoice for natural persons -> regular Club Members who joined the Club
- Invoice for Corporate Clients
- Go to the PGM -> Settings -> Dictionaries.
- Type Numbering series in the Search box on the right and select box and filter grid data.
3. Click on the Add button and display Dictionary creating form.
4. Click on the Save button and go back to the dictionary grid.
In this case, two new Dictionary values MIK, MEM were created.
5. Go back to the main PGM menu and click on Settings.
6. Select System settings section from the menu.
7. Scroll down and select the Invoices submenu.
On the right, you will see the previously created Dictionary values = Document series under a specific type for Company Invoices and Invoices displaying respectively.
These were MIK and MEM from the previous example.
It allows you to assign document series for Company Invoices and/or Invoices, which means that you can assign only Company Invoice or Invoice.
Those configured document series values will be visible in generated invoices.