invoice and your items list, click +Add new . If you haven't already set tax rates for your products/services, you have to select one for every line in the items list. Type your items manually Set how the

Whether a template is saved, you make some changes, archive or delete this template. Edit templates Either it is the default template or a template that you have created by following the steps of the previous guide, you are able

Stock management can be activated for your organization's products, provided that there is at least one Warehouse available. Warehouse creation, as well as management, is possible by navigating from the main menu under Settings > Warehouses . An organization may need

To add a new product or service, from the main menu select Products > Add . Subsequently, a form will be displayed, consisting of the following fields. Product / service details entry Title In this field, you enter the name of the product

Editing a Product/Service To edit a Product/Service , go to the main menu and select Products . This will display a list of the Products/Services you have recorded. Click on the item you want to edit to view its

To bulk import the desired products or services, select Products > Bulk import from the main menu of Elorus. Note In case you used a different application before Elorus, it's likely that you can export your product or service data

Every new Elorus account comes with a default template titled Default , which you can edit and use right away. All settings related to the appearance of your documents are saved through templates, allowing you to customize how your documents look

effectively reducing the total amount payable. If there are no Withholding taxes defined in your Tax settings, this section will be entirely missing from the self-billed invoice form. Appearance settings Template The Template defines the appearance (layout, company logo

You can monitor and manage the stock for every product you’ve registered. To activate this feature, go to the main menu, select Products , and then click on your desired product to open its view page. To enable this feature

General reports give you access to key financial data for your business, organized into the following categories: Client balances Supplier balances Product/Service activity Product stock To access these reports, go to Reports > All Reports and select the one you

To add Bills, go to the main menu of Elorus and click ...More > Bills > Add > Record a supplier bill . The same steps apply when creating a Self-billed invoice . Create a bill Supplier Before entering any product lines, select the

Elorus supports three calculation methods for Invoices and Bills to match your organization's workflow. Tax exclusive : The user enters the unit price (net price); taxes and discounts are calculated separately. Tax inclusive, after discounts : User enters the final unit

To set the application settings go to Settings > Application settings. It is highly recommended that you set the following preferences before you officially start using Elorus . Settings Invoice, estimate & credit note settings Amounts Are Controls how values are calculated when

Elorus allows you to override template-level display settings on a per-document basis, without modifying the default configuration defined under the Templates menu. This functionality is useful when document-specific adjustments are required — for example, when issuing a document

In Elorus, you can register the Products/Services your business offers, aiming for faster invoicing, warehouse stock control, and monitoring of sales and purchases for Products/Services. Registering Products/Services You can register Products/Services with their net sales or

Issuing (sales) credit notes is essentially the same process as issuing invoices , with only slight alterations. You may issue sales credit notes in case: you wish to cancel an already issued sales document. your clients return a sale or you

Let's say that your client wants to know exactly how much you will charge them for your services, so they can compare with your competitors and decide whether they will do business with you. The "Estimates" function will come

Why should I issue a Delivery note? A Delivery note is a document that accompanies the transport of uninvoiced goods, ensuring proper control upon receipt. It serves to record and legitimize the transaction, while verifying that the delivered products match

before their subscription expires. Send for > Recurring invoices That > are about to expire When (days before) > 5 days Language > English Audience > Client Client channels > Email Example 4 Reminder to customers and team for those who have not yet responded to

There are many bills that are issued at regular intervals. In Elorus, you can define these documents as ''recurring''. By doing this you will save time on creating the bill as well as when you try to organize them. You