Issue an invoice in the 1s 8.3 program. Periodic accounts

An invoice is a document on the basis of which buyers pay debts to sellers. It indicates the seller’s bank details, the amount of payment and the name of goods, works and services. An invoice for payment in 1C 8.2 is generated in several ways. How to issue an invoice in 1C 8.2, read this article.

An invoice for payment in 1C 8.2 can be created in two ways:

1. Manual filling;
2. Automatic filling.

In the first method, data on the buyer and the transferred goods (works, services) are entered manually. In the second method, the account is filled out automatically based on:

• Sales of goods and services;
• Sales report to the consignor.

Creating an invoice manually

Step 1. Create an invoice in 1C 8.2 for payment to the buyer

Go to the “Sale” section (1) and click on the “Account” link (2). A window will open to create an invoice for payment in 1C 8.2.

In the window that opens, click the “Add” button (3). A window will open for you to fill out the document.

Step 2. Fill out the account in 1C 8.2 with the necessary data

In the window that opens, fill in the fields:

• "Organization" (4). Please indicate your organization;
• "Counterparty" (5). Specify the buyer to whom you are billing;
• "Treaty" (6). Select an agreement with the buyer;
• "Warehouse" (7). Specify the warehouse from which you are shipping the goods.

In the “Products” tab (8), click the “+” button (9) to fill in the data on the product range. Next, click the “…” button (10) to select the required products from the “Nomenclature” directory.

In the directory that opens, click on the desired product (11) and click the “Select” button (12). The selected product will appear in the “Item” field.

For the selected item, please indicate:

• Quantity of goods (13);
• His selling price (14);
• VAT rate (15).

To save the document, click the “Save” button (16). To print the document, click “Invoice for payment” (17). A printable form will open.

Step 3. Print the invoice in 1C 8.2

In the printed form that opens, click the “Print” button (18). The document has been sent to the printer.

Creating an invoice from a document

Step 1. Create an invoice in 1C 8.2 for payment from the document “Sales of goods and services”

Go to the “Sale” section (1) and click on the “Sale of goods and services” link (2). A window will open with previously created implementations.

In the window that opens, right-click on the implementation (3) from which you want to create a document. Using the “Based on” link (4), go to the “Invoice for payment to the buyer” link (5) and click on it. The completed document form will open.

The document is fully formed. To save it, click the “Record” button (6). To print it, click the “Invoice for payment” button (7).

Step 2. Create an invoice in 1C 8.2 for payment from the document “Report to the Principal”

If you need to issue an invoice to the principal for a commission, then you can generate it from the document “Report to the principal”. To do this, go to the “Purchase” section (8) and click on the link “Report to the principal (principal)” (9). A window with previously created reports will open.

In the window that opens, select the report (10) from which you want to create a document. Click on it with the right mouse button. Using the “Based on” link (11), go to the “Invoice for payment to the buyer” link (12) and click on it. The completed invoice form will open.

The document for the committent is fully formed. To save it, click the “Record” button (13). To print it, click the “Invoice for payment” button (14).

24.04.2018 16:57:38 1C:Servistrend ru

When selling goods or services, organizations issue invoices to customers. An invoice is one type of transaction documentation that is sent from the seller to the buyer in paper or electronic form and serves as the basis for receiving payment and shipping. Invoicing is not required by law. But in practice, many organizations use these documents in accounting activities, so let’s take a closer look at the algorithm for issuing invoices.

To register an invoice for payment in the 1C: Accounting 8.3 system, you need to follow the navigation path: Sales / Invoices to the buyer.

By clicking the “Create” button on the action panel of the open list of documents or by pressing the “Insert” key on the keyboard, the person responsible for issuing invoices creates a new document “Invoice to the buyer”.

• Number (assigned when recording a document in accordance with the system numerator);
• Date (default is set to the current system date);
• Counterparty (organization to which the invoice is issued);
• Agreement;
• Discount (not provided / for individual items / for the document as a whole);
• Date of expected payment;
• Invoice payment status (depending on invoice payment/non-payment);
• Organization;
• Bank account (the main bank account is automatically inserted from the organization’s card).

To fill in the details of the “Goods and Services” tabular section, you must use the “Add” or “Select” buttons. When selecting goods, you can additionally enable the “Show only balances” option to avoid errors in quantitative accounting.

• Nomenclature;
• Quantity;
• Price;
• Amount (calculated automatically when entering quantity and unit price);
• % VAT (the required VAT rate is indicated);
• VAT (the VAT amount is calculated automatically when choosing a tax rate);
• Total (calculated automatically as the sum of the “Amount” and “VAT” fields).

• Stock;
• Additional terms;
• Manager, chief accountant (signatories from the organization’s card);
• Based on (a power of attorney of the signatory can be selected);
• Delivery address (select from the contact information of the counterparty, legal / actual / postal).

The final step in preparing an invoice for payment is printing the document. The responsible user clicks the "Print" button in the action bar and selects the required form.

Still have questions? We will help you issue an account statement in 1C as part of a free consultation!

An invoice for payment generally needs to be printed in the case when it is necessary to receive an advance payment under the contract. To do this, you need to conclude an agreement with the counterparty for the supply of goods, provision of services or performance of work (hereinafter referred to as goods), specifying the conditions for prepayment. Forming and printing it is not that difficult. Let's look at the operation of generating and printing using the program "1C: Accounting 8 version 3".

How to issue an invoice in 1C for payment?

To issue an invoice for payment in the 1c program, you must enter the “Sales” section and select the “Invoice for payment to customers” position in the “Sales” block.

We go to the journal of registration of invoices for payment. In this journal you can create an invoice for payment:

• New;
• Based on an already created document.

A new invoice is created mainly for prepayment, and if you select “Create based on”, it is created mainly for shipped goods.

The number is entered automatically and assigned uniqueness.

The date is current, but it can be changed.

The “Pay by” field is the date by which payment for the generated document must be made.

The status field displays information about the account status:

• Not paid;
• Paid;
• Partially paid;
• Canceled.

In the form that opens, fill in the following fields:

• Organization;
• Counterparty:
• Agreement.

First, select “Organization”. After this, we find the required “Counterparty” from the “Counterparties” directory. If this buyer is not in the directory, then you need to create it by clicking on the button with the “+” sign.

A card appears on the screen in which you need to fill in the following fields for the counterparty:

• Name;
• Full name;
• Member of the group;
• Country of registration;
• OGRN;
• Bank;
• Bank account number;
• Address and phone number;
• Additional Information.

To automatically fill in the details for the counterparty, you must indicate the name or TIN of the counterparty in the field where it says “Start here.” After this, a message appears saying that you need to contact online user support.

Remember that if you wrote the “Name” of the counterparty, but did not additionally indicate such details as “Region”, “City, Street”, then the entire list of organizations registered in Russia with that name will appear on the screen.

After filling out the “Counterparty” and “Organization” fields, the “Agreement” field becomes active.

When you fill in the “Agreement” field, a list of agreements with the attribute “With the buyer” will appear on the screen.

In the discount field there is a choice to fill in:

• Not provided;
• For individual positions;
• For the document as a whole.

When you select the second and third discount items, columns for the discount provided are added to the table section.

• VAT in the amount;
• VAT on top.

In the tabular part of the document you need to fill out two bookmarks:

• Goods and services;
• Returnable packaging.

After checking all the details and the correctness of the filled data, the document must be recorded and posted. After this, you can print the invoice for payment using the “Print” button. A printed form will appear on the screen, which will be printed on the printer.

You can create an invoice for payment based on, and a list of items appears:

• Provision of production services;
• Payment by payment card;
• Receipt to the current account;
• Cash receipt;
• Any electronic document;
• Implementation (deed, invoice).

The invoice for payment is not difficult to fill out, but you should remember that after filling out the fields in the document, it is better to double-check all the entered data so that there are no errors.

Control of payment of bills in 1C: Accounting 8 edition 3.0

The “Invoice” document is intended for preparing and printing invoices for payment for services or goods. After the buyer pays the invoice, the seller ships the goods, services or work indicated in the invoice. The 1C: Accounting 3.0 edition contains a very useful mechanism for monitoring the payment of invoices. Let's consider this possibility in more detail.

Let's create a new document “Invoice for payment to the buyer” from the “Sales” section. In the document we will indicate the “Payment Status” as “Unpaid”. This status is established at the time of the initial formation of the document.

Then we will record the payment - based on the previously issued “Invoice for payment” we will enter “Receipt to the current account”.

After filling out and posting the document “Receipt to the current account”, the payment status of the document “Invoice for payment to the buyer” automatically changes to “Paid” or to “Partially paid” in case of incomplete payment.

The "Canceled" status is used if the account should be considered cancelled.

The statuses of the document "Invoice for payment to the buyer" can be changed both in document form and in list form

In this case, accounts in the list are highlighted in color depending on their current status.

Also, to control the movement of receivables and payables, you can use the report Balance sheet for account 62 “Settlements with buyers and customers”.

In order to issue an invoice for an advance payment for a buyer in the 1C Accounting 8.3 program, you need to register the document Invoice to the buyer.

In the document Invoice to the buyer when selling goods or materials, work or services, the Goods and services tab is filled in. The Containers tab appears in the document when the functionality of the 1C 8.3 program includes the ability to account for returnable packaging.

Step 1 – Issuing an invoice to the buyer

We register the document Invoice to the buyer: section Sales – Sales – Invoices to buyers:

Press the button Create:

Fill out the header of the Invoice to buyer form:

• In the line Number– document number generated by the program;
• In field From– document date;
• In field Paid before– final date for payment of the invoice;
• In field Status– possible account status: Unpaid, Paid, Partially Paid, Canceled;
• In field Counterparty- buyer;
• In the column Agreement– it is necessary to indicate the agreement with the buyer;

Attention! When selecting a contract, those contracts for which the contract attribute “With the buyer” is set will be displayed:

If the basis for payment is not an agreement, but this invoice, then the agreement can be quickly created using the button New:

Step 2 – Formation and verification of correct filling of the “Goods and Services” table

We check the parameters for entering amounts into the tabular section. Click the hyperlink at the top forms Prices with/without VAT.

In the Price type field, set a specific type of price at which the sale will be carried out. Prices can be filled in a document with the price type specified in the buyer's agreement and only if the required price is determined when setting the price type.

In the VAT field, select the method of reflecting VAT in the document amount: VAT in total or VAT on top:

We fill out the Goods and Services tab of the account in 1C. By button Add We enter the nomenclature, indicate the quantity of goods or services sold, check the established price, amount, % VAT and VAT amount and adjust if necessary:

The document Invoice to the buyer does not generate movements in accounting, but when generating reports in management accounting, only posted documents are taken into account. We post the generated document Invoice to the buyer using the button Conduct:

Step 3 – Printing a printed invoice form for payment in 1C 8.3

To view a printed form of the document, click the button Seal and select the printed form Invoice for payment:

The prepayment invoice is filled in with all the necessary details:

Invoice for payment with stamp and signatures in 1C 8.3 - instructions

We will illustrate step by step how to add a company logo, seal and signatures of responsible persons to the printed form of the Buyer Invoice document.

Step 1 – Print and scan the signatures and seal.

Let's open the card of the organization Argo LLC. Let's go to the area Logo and seal. In the Name used when printing documents field, we can select the short or full name of the organization. This is what will have to be substituted when printing documents:

In the Invoice document, the buyer is allowed to use a facsimile signature of the head of the enterprise and the accountant. A company logo and seal can also be added to the document. For this purpose, the 1C 8.3 program has four fields where you can upload the necessary graphic images.

The developers of the 1C Accounting 8.3 program have prepared detailed recommendations “How to create a facsimile signature and seal,” which can be found at the link of the same name:

• print a sheet of A4 format;
• put a stamp and signatures in specially designated places;
• scan this sheet;
• cut out each image in any graphic editor and save it in jpg format;
• upload images of the seal and signatures to the organization card:

Step 2 – Cut out the images of the seal and signatures and save each into a separate file.

Users have the most questions about image processing in a graphics editor. Let's take a closer look at this point.

Let's cut out the graphic image of the seal using the Paint graphic editor, since Paint is a standard program for any version of Windows OS. For this:

1. Open the folder with the scanned document. Right-click on the document – ​​Open with – Paint:

Press the button Select and use a rectangular frame to highlight the organization’s seal:

Copy the selected fragment to the clipboard using the button Copy:

Let's create a new document in Paint using the button Create:

Paste the selected fragment from the clipboard into a new document using the button Insert:

Without removing the selection from the fragment, press the button Trim:

Let's save the resulting image in jpg format: open in Paint Main menu - Save as - Image in JPEG format:

Specify the folder where we save the document, the file name “Print.jpg”, press the button Save:

To obtain files with signatures and logo, we repeat the same operations in Paint. The result should be four separate files:

Step 3 – Upload an image of the seal, signatures and logo to the organization’s card

Open the organization card and follow the link Download print. In the Select Picture window, specify the folder with the saved images, select the “Print” file and click the button Open:

Similarly, we load the logo, the signature of the head of the organization (for example, the director) and the signature of the chief accountant into the appropriate fields. Save changes in the Organization card using the button Write down:

Now in the 1C Accounting 8.3 program it is possible to print an invoice for payment in two types:

1. Invoice for payment – ​​where only the logo is reflected from the added images:

Step 4 – Additional conditions that must be reflected in the Invoice for payment

Quite often, the prepayment invoice requires you to indicate some additional conditions, for example, the terms of shipment or delivery of goods. For these purposes, in the 1C Accounting 8.3 program there is a directory Additional Conditions, in which you can register several wording options for these conditions or change existing ones.

By default, the Additional Conditions directory is filled with the most common wording of conditions for different situations:

Select the wording “Sale and delivery of goods” and adjust it using the button Open:

We introduce a new clause into the text of the conditions: “Unloading of vehicles is carried out by the Buyer and at his expense” and save the document.