Issuing invoices for payment in 1s. How to issue an invoice for payment: learning how to fill out an important document

Payment for the sale or purchase of goods is made by invoice. In some cases, a contract is required. Let's look at how to issue an invoice for payment and print a contract in version 3.0.

We find the "Sales" tab in the menu on the left and go to the "Accounts to customers" journal:

In the window that opens, click the "Create" button and get to the filling page:

"Counterparty" - select the name of the organization for which you want to issue an invoice.

"Agreement" - is entered automatically after selecting the counterparty, since it must be written in the counterparty's card.

"Price type" - filled in automatically based on the information entered in the counterparty card. This data can be checked by going to the contract card. To do this, click the button with two small squares to the right of the contract. And expand the "Calculations" section.

"Discount" - here you can choose options for providing discounts for this document.

For example, we will issue an invoice without a discount, so we select “not provided”.

“Payment until” - the date by which the client must pay this invoice is entered here. In the field on the right, select the status: Paid, Paid partially, Not paid or Canceled.

"Add" - through this function, select a product from the nomenclature and manually enter the required quantity. You can see that the program has automatically set prices for the specified price type. The percentage of VAT and the amount of VAT are filled in automatically for each added product, based on the data entered from the product card.

Consider the "Additional conditions" field. By clicking on the dash on the right, you can select the appropriate condition for shipment:

If you click on two squares, then we get into the description of the condition. An arbitrary text is written here, on the basis of which the goods will be shipped. This text will be displayed in the printed form of the invoice:

Next, check the "Seller Signatures" field. It indicates who will sign the documents on the part of the seller. This information will also be displayed when documents are printed. Next field"Buyer". This is the delivery address. It can be changed by clicking on the dash on the right. After filling out and checking the document, you need to conduct it by pressing the "Submit" button at the top of the screen. After posting, the "Print" button becomes active. Let's click and see that four documents can be printed based on the created invoice.

There are two types of invoices that can be printed:

"Invoice for payment" is a regular invoice for payment without signatures and without printing.

“Invoice for payment (with stamp and signatures)” is an invoice with facsimile stamps and signatures.

Let's choose the second option and consider:

Pay attention to what is displayed in the printed form.

Must be specified:

A supplier is an organization that sells a product.

The buyer is the organization that buys the product.

Reason - the number of the contract on the basis of which the sale is carried out.

Goods - name, quantity, price and total amount.

VAT - is allocated as a separate line in the total amount.

How long does it take to pay this invoice?

Terms of payment.

If everything is correct, you can print this document.

Let's return to the printed forms and select the contract:

A directory of contract templates will open:

Let's choose any and see what it consists of.

Timeliness and correctness of billing for payment is the key to the success of any company. When concluding long-term contracts that provide for periodic billing by the supplier, as well as in the absence of sales departments in the company, contract support falls entirely on the shoulders of the accounting department. Today we will tell you how to issue an invoice for payment in 1C 8.3.

An invoice for payment in 1C Accounting is formed in the submenu "Sales / Invoices to customers".

Please note that when changes are made to any 1C module, automatic news is created with detailed description and even a video tutorial regarding the introduced innovation. The system allows you to view the news immediately or, if desired, remind you later, the next time you access this module.

A log of registration of invoices issued to customers opens.

The first requisite to fill in is “Counterparty”. The system allows you to filter the list of counterparties by its name and select the desired buyer. An important advantage of the system is the automatic formation of a directory of counterparties when downloading, for example, bank statements. At the same time, 1C company products provide for automatic verification of information about the counterparty for compliance with the information contained in the unified register legal entities.

Having selected the necessary counterparty, we proceed directly to the creation of the desired document. It is possible to make an invoice for payment in 1C both as part of an advance payment and after the shipment of the goods. In our example, we'll look at both billing options.

Option #1: Prepayment

By clicking on the "Create" button, an electronic document "Invoices to the buyer (creation)" is generated.

You can issue an invoice for payment with a limited validity period, that is, with payment up to a certain date. This is provided in cases where the offer is valid until a certain date. It also provides for the possibility of choosing a settlement account, since some companies have a practice of separating sales proceeds depending on the type of product or service provision into different settlement accounts.

At the bottom of the document there are buttons "Add / Selection / Change" that allow you to enter and edit the name of the product or service in the invoice. When you click the "Add" button, a product range window opens, in which you can sequentially enter the products sold by the company (in our case, these are fuels and lubricants). The "Selection" button allows you to see the entire list of goods, as well as the quantitative balances at the current moment for each of their items in the warehouse. In turn, fill in the fields of the full and short name of the product, its item group, unit of measure. The selling price is set by default based on the price type stipulated by the contract, and can be edited if necessary.

In our example, we sell gasoline of two grades AI-95 and AI-92.

Also, the 1C system allows you to provide a discount to the buyer both for individual items of the account, and for the whole account. In our example, there is a discount for the whole account in the amount of 500 rubles.

Option #2: Invoicing after the shipment of goods

Consider the option of issuing an invoice for payment when the products are shipped. To do this, go to the "Sales / Sales (acts, invoices)" menu.

The journal of registration of consignment notes of shipped products opens. Having opened the invoice to be paid, click the "Create based on" button.

We select the line "Invoice to the buyer": the program will automatically create an invoice for payment, transferring all lines of goods sold from the invoice.

Having generated an invoice, it must be sent to the buyer. 1C Enterprise 8.3 allows you to print the created invoice by clicking the "Print" button or on open document, or in the journal of registration of invoices for payment.

If desired, the generated document can be sent directly from the system to the counterparty via e-mail. By clicking on the envelope icon, you can send the document in one of the file formats provided by 1C Enterprise 8.3.

Also, one of the advantages of 1C products is the creation electronic documents with the seal and signature of the head. To do this, in the details of the organization, you need to fill in the columns "Logo" and "Print".

This property allows you to exclude the printing of the document, affixing the seal and signature of the manager, as well as the subsequent scanning of the document for sending to the counterparty.

By selecting from the menu "Invoice for payment with a seal and signatures" we receive a document already with the specified details.

Needless to say, the company saves money and time in terms of preparing documents, especially with large sales volumes.

In conclusion, I would like to draw attention to the possibility of deleting an invoice from the system when it is formed incorrectly, and there is also no possibility of editing it. To do this, in the journal of invoices, you need to mark the required document with a checkmark for deletion and go to the "Administration / Deletion of marked objects" menu. Selecting "Automatically delete all marked objects" allows you to perform the appropriate action. If the invoice was generated on the basis of an invoice, all related documents must also be marked for deletion.

The essence of the activity of any company is the commission of purchase and sale transactions. Goods, services, raw materials and materials, even information - the transfer of all this requires the conduct of trade transactions. Most often, non-cash payment forms are used for payment: firstly, in some cases this is required by law (it is forbidden to transfer more than 100 thousand rubles in cash as part of a transaction), and secondly, it is more convenient for most legal entities. The basis for making non-cash money transfers is an invoice for payment containing a list of goods / services / other objects of sale and purchase, their cost and details of the supplier.

What information does an invoice contain?

The invoice has no legal force (if necessary, return the goods, complete or exchange them), which, however, does not detract from the importance of this document. In general, there is no unified form for its preparation approved by law, therefore, if necessary, a company can issue an invoice for payment, can draw up a document according to its own model. However, in paper form, the invoice must contain a number of mandatory details:

the name of the organization, its legal and actual address (it is also desirable to indicate the telephone and fax number);
TIN or KPP;
bank details (settlement account number, bank name, BIC and correspondent account);
number and date of the invoice;
name of the buyer;
list of goods and services, their quantity, price, total amount (preferably in tabular form);
the amount of VAT (if the organization pays it);
the line "Total payable", in which the sum of the two previous lines is entered;
invoice amount
total cost of works and services in words.

The resulting document must be certified by the signatures of authorized persons.

How to issue an invoice in 1C "Enterprise"

To issue an invoice in the 1C "Enterprise" program, you must select the "Invoice" item in the "Sales" menu. The "Account number" field must be left empty, as it will be filled in automatically - the document will be assigned the corresponding serial number. The current invoice creation date, which is set by default, can be changed if necessary. If the installed program keeps records for several companies, then in the "Organization" field, select the required one, and its details will be entered automatically.

To select a counterparty, you must use the appropriate menu - the list will appear after clicking on the selection button, which is a square with three dots. To fill in the "Agreement" field, you will need a document on the basis of which the sale is carried out; the item "Type of contract" should get the value "With the buyer". To facilitate the task later, it is advisable to fill out a reference book when working with a counterparty - add details of each new agreement to the “Accounts and agreements” tab.

It is also necessary to fill in the fields “Warehouse” and “Bank account” with the relevant information. In the latter case, you need to specify the account to which the buyer will transfer funds (by default, the main account of the enterprise is set). After that, the “header” can be considered completed - and proceed to the main part of the task of how to issue an invoice for payment - drawing up a table.

To present the required information in tabular form, use the "Selection" menu on the "Products" tab. The algorithm of actions is as follows.

At the top of the page, select the parameter by which you want to make a selection (the "Selection" field, then - "Remains of the item").
In the middle part of the form, double-click to select an item group from which you want to select a product.
In the lower part of the form, double-click to set the desired item, after which all the names of goods are sequentially selected. Now "Selection" can be closed.

After the manipulations, you should put down the quantity of goods (for each), the price per unit, VAT (if the company works with it) - and the total amount will be calculated automatically.

In the case of selling services, the algorithm of actions is similar - you only need to work on the "Services" tab. By the way, when filling out the nomenclature reference book, you must not forget to mark each service entered as a service - otherwise it will be considered a product.

What else can 1C "Enterprise": automatic changes in the tabular part of the account and not only

In order to make significant changes to the table, but not to recalculate each position, there is a button "Change" in the command panel. After clicking it, a window opens, where adjustments are made, which will automatically appear in the table after selecting the “Run” item. This is how you can, for example, round prices or select their type (wholesale/retail/purchase), set the VAT rate and much more - the adjustments made will be applied immediately to all goods from the table.

So, how to make an invoice using an automated system is very clear. But the possibilities of 1C are by no means exhausted. So, on the basis of the invoice, the program can automatically create the following documents within a second:

incoming cash order,
receipt of funds to the account,
reflection of VAT deductible,
nomenclature set,
act on the provision of production services.

To take advantage of these features of the program, you just need to select the "Enter based on" item in the "Actions" menu - and thereby significantly save time on the formation of a complete package of documents for the transaction.

Analyzing the questions and problems of users of the 1C 8.3 program, we came to the conclusion that the topic of drafting documents using the 1C program is quite popular and in demand. Therefore, our article is about how to write out one of the most frequent documents - an invoice in 1C 8.3. I hope you find it interesting and useful.

Let's start with the concept and meaning of the account.

This is a document that the seller issues to the buyer to pay for the last purchased goods or to transfer an advance (prepayment) against future deliveries. Thus, the payment details of the seller must be indicated in the invoice so that the buyer can transfer funds, namely:

Number and date;
- the name of the organization or individual entrepreneur;
- TIN/KPP;
- bank details (name of the bank, BIC, correspondent/account, company account number);
- name of goods, (services), their quantity, cost, currency, unit of measure;
- the amount payable and the amount of VAT.

Note! The invoice is not a primary document, because issuing it is not a business transaction, but only an offer from the seller to the buyer. In principle, if the parties conclude an agreement between themselves, then it is not necessary to issue an invoice.

When an account is needed.

But when there is no separate agreement, then when concluding a transaction, the account can act as an offer, which sets out all the main terms of the agreement. Payment by the buyer of the offer will be confirmation of acceptance of the terms of the contract.

What is an account contract.

Increasingly, in economic activity, the concept of an invoice-agreement is encountered, which, in fact, is an analogue of an offer. The invoice-contract confirms the fact of the transaction and the preliminary agreement on its implementation. In it, in addition to the details required for the account, the terms of the contract are prescribed: the validity period, the terms of payment and delivery, the responsibility of the parties, etc. The invoice-contract requires the signature of both parties, therefore it is drawn up in two copies. By the way, many firms issue invoices-contracts in one copy with the seal and signature of the supplier only. True, in this case, the clause will be obligatory that in case of payment by the customer, the invoice-contract is considered concluded and the customer agrees with all its conditions. See sample invoice.

Do I need to keep accounts?

A lot of questions arise from accountants about the storage of accounts. The fact is that this is not written anywhere in the legislative framework. The invoice is not a primary document, so there are no storage requirements for it. However, if it was a one-time payment and it was the invoice that was indicated as the basis, especially if it was a preliminary payment and the primary documents have not yet been received, then in disputable situations the invoice will serve as the basis for resolving the problem between the supplier and the buyer. I would advise you to keep the document until the completion of all work under the contract in accordance with which it was exhibited. With regard to the storage of invoices-contracts, they must remain in the archives of the company for five years, according to general rules storage of accounting documents.

Formation of an account in 1C 8.3.

And now let's proceed directly to the formation of an invoice for payment to customers in the program.
We go to the menu "Buying and Selling" and choose the item "Invoices to Buyers" .

We press the button "Create"

Fill in the "header" of the open document.

The invoice creation date is set by default, but if necessary, it can be adjusted.
The "Organization" field is filled in automatically.
You can select a “Counterparty” from the corresponding menu “Buyers”, or enter a new one if it is not in the database.
The number of the contract, on the basis of which the invoice is inserted, and the type of contract are indicated - in this case, the value will be “with the buyer”.

Now let's start filling in the spreadsheet.

5. Tab "Goods and services" , button "Add", then from the nomenclature group you need to select a product (service), put down the quantity of goods and cost.

Document Buyer invoice you can create:

manually from the document log Buyer invoices through section Sales – Sales – Invoices to customers.

link Periodic accounts in the document journal Buyer invoices in section Sales-Sales - Invoices to Buyers - Link Recurring Invoices.

based on other documents:
- Provision of production services ;
- Implementation (act, invoice) ;
- Report to the consignor on sales ;
- Leasing an OS .

Filling in the invoice to the buyer in 1C 8.3

Consider how to make an account in 1C 8.3 step by step using an example.

Set of curtains "Verdi" 1 pc. at a price of 7,080 rubles. (including VAT 18%);

Textile interior design worth 10,000 rubles. (including VAT 18%);

When ordering textile interior design at the same time as ordering a set of curtains, a 10% discount is provided for the curtain set.

The header of the document says:

counterparty- the name of the buyer to whom the invoice is issued. The name of the buyer is selected from .
Treaty- the basis for settlements with the buyer: contract, invoice or other document. The base is selected from .

A discount- a discount option provided to the buyer. The following options are possible:
- not provided- the total cost is indicated in the invoice;
- for individual positions- the discount is taken into account only for individual items of the invoice and is set in the tabular section;
- for the document as a whole- all items in the account are discounted; the discount amount is indicated in the header and applies to the entire list of positions in the document.

On the tab Goods and services the list of goods, works, services for which the invoice is issued is indicated.

How to issue an invoice for payment in 1C 8.3

You can invoice for payment:

in paper form, for this you need to print it;
in electronic form, for this you can:
- send directly from 1C by button More - Send via e-mail ; more details ;
- save the printable to your computer and send it via external email.

Blank Invoice for payment in 1C

To display the Invoice form, click the button Print - Invoice document Buyer's account .

Payment Terms

In the invoice for payment, you can specify the terms of payment, which are set in the field Payment before. If the field Payment before filled in, then the printed form is reflected Pay no later than...

Additional conditions in the form Invoice for payment

If additional information needs to be added to the invoice, for example, about the conditions of shipment or delivery of goods, the user can specify it in text form in the directory Additional terms and select in the field Additional terms link Details of the seller and the buyer .

Logo

To display the logo on the printed form Invoice for payment, you must set the logo image in the directory Organization - section Logo and printing - download Logo.

Fax printing and signatures

To display on the form Invoice for payment of the stamp and signature of responsible persons, you must select the checkbox Signature and seal and make the following settings in the directory Organizations :

In section Logo and seal set the corresponding drawings:

Seal ;
Manager's signature ;
Signature of the chief accountant .

For more information on downloading images, please follow the link. How to Create a Fax Signature and Stamp Instruction in the directory Organization .

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