Overview
- Type of invoice formats
- How to edit the invoice format
How it works
Depending on your POS or e-commerce provider, you can summarise or break down your sales according to category, product or location.
- Summarised – Total sales are summarised into a single account.
- Categorised – Assign an income/revenue account for each product category.
- Products – Assign an income/revenue account for each category.
- Location – Assign an income/revenue account for each location.
Amaka’s integrations capture platform fees separately from the net settlement and is synchronised as a paid bill. This eliminates the need for manual adjustments.
How to edit the invoice format
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Sign into the Amaka dashboard.
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On the left navigation panel, click Features.
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Select the Advanced setup type and click Save + Continue.
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On the left navigation panel, click Settings → Accounts.
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Scroll down and choose the Invoice Format from the dropdown.
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If you choose the Categorised format, you will also have to choose an option from the Group by dropdown.
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Choose between Product and Category grouping. The integration will load the mapping options.
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Map your products/categories/locations to your revenue accounts in your accounting software.
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Click Save + Continue.