Opening Invoice Creation Tool in VinAR-ERP

The Opening Invoice Creation Tool helps businesses import outstanding sales and purchase invoices when setting up VinAR-ERP. Unlike the general Data Import Tool, this tool focuses on outstanding balances without requiring detailed item data.

Why Use This Tool?

✅ Quickly transfer unpaid invoices from your old system.
✅ Ensure accurate tracking of receivables (customers) and payables (suppliers).
✅ Avoid manual data entry errors.

How to Import Opening Invoices

1. Access the Tool

Go to: Home > Accounting > Opening and Closing > Opening Invoice Creation Tool

2. Select Import Options

🔹 Company: Choose the company where invoices will be imported.
🔹 Invoice Type: Select Sales (for customer invoices) or Purchase (for supplier invoices).
🔹 Create Missing Party: Enable this option to automatically create customers or suppliers if they don’t already exist.

3. Fill in Invoice Details

In the Invoices Table, enter the following:

📌 Party – Select an existing Customer/Supplier or enter a new name (auto-created if missing).
📌 Posting Date – The date when the invoice should be recorded.
📌 Due Date – The date after which the invoice will be overdue.
📌 Item Name (Optional) – A descriptive label for the invoice.
📌 Outstanding Amount – The unpaid amount to be recorded.
📌 Invoice Number – Reference number from your previous system (if left blank, VinAR-ERP will auto-generate one).

🚀 By using the Opening Invoice Creation Tool, you can ensure a smooth transition to VinAR-ERP with accurate financial records—without needing to manually recreate old invoices!