Header in New invoice

Doc type

In the Doc type field, you can select between preprepared document types.

In PANTHEON Web Light, you cannot add new or change predefined document types. You can only add and change them with PANTHEON licenses SE, ME and MF.

Warning Authorizations for Document types are set in PANTHEON. Read more about setting authorizations at this link.

Customer/ Payer

Person to whom you sell goods or services. In this field, you can search the client by their tax ID number and/or name. If the client is not in the register yet, you can add the client to subjects by clicking on this button: .

Payment method

Select the payment method from the drop-down menu. The Payment methods register is predefined in the database. In PANTHEON Web Light, you cannot add new or change existing payment methods. You can only add or change them with PANTHEON licenses LT, LX, SE, ME and MF.

Status

Select the status from the drop-down menu taken from the Statuses register.

There two predefined statuses:

• Not approved – Document has not been approved by a responsible person yet.
• Approved – Document has been approved by a responsible person. If a document is approved and you want to change data, the program issues a warning: "Document already confirmed. Continue?"

Number

This is a unique document number, consisting of: a two-digit year code, a three-digit document type code (same as in the Document Types register) and a six-digit consecutive document number. The number is automatically generated by the program and cannot be changed.

You can only define the numbering of documents with PANTHEON licenses LT, LX, SE, ME and MF.