Electronic signature documents
Expenses and income control
App Android/App iOS
Once you have logged in, click on “Register a new received invoice”.
If your supplier has issued the invoice with Contasimple, you can import their invoices automatically by clicking on the import link that you will find at the bottom of the invoice, or by entering the import code that appears at the end of the import URL from the “Import invoice” section that you will find in the left menu of the “Accounting” tab.
Within the "Accounting" tab of the start menu, you also have the "Import" option to upload all your invoices and expenses to Contasimple from a file in excel format.
More information about importing invoices
In another case, you can fill in the information on the invoice and the items through the drop-down menus on the “New received invoice” screen.
The number of the invoice received from the supplier is entered manually.
Issue date of the invoice received. By default, the program will show you today. You can change the date through the drop-down calendar.
Date on which payment of the invoice is due. By default, the program will display the expiration date as 30 days. You can also select the option to 60 days, 90 days, no date or put the date you want through the drop-down calendar.
Contasimple uses the simplified General Accounting Plan. Is the invoice for the purchase of products? You don't need to change anything.
Are you invoiced for a service? Choose option “607. Work performed by other companies» if it is not a self-employed worker. Or choose option “623. Self-employed workers services” in the dropdown if it is a self-employed person.
Other options: For example, if you are accounting for a rental invoice, choose option "621. Leases and fees (rental costs)".
Select your supplier from the dropdown list. If you have not yet created it in your supplier base, click on "New supplier".
Next time, you'll just have to select it.
It is the percentage of the invoice that will be accounted for for the calculation of taxes. Choose a value between 0 and 100.
Normally, we will impute 100% of the invoice.
Example where less than 100% would be allocated: A self-employed person carries out his economic activity in his home. When accounting for supplies, such as electricity, he only imputes the percentage of the existing proportion between the square meters of the house destined for the activity with respect to its total area.
In the event that the invoice has IRPF retention, you can select the percentage in the drop-down list.
You can write the private notes you want. Only you will see them from your account.
By clicking on the option "Mark invoice as paid" you can select the day you paid it and the payment method used. You can create new payment methods by clicking on “New method”.
In "Advanced Options" you will find other options related to the VAT tax: if the invoice is exempt or not subject to VAT, if it is an intra-community invoice or an export, among others.
You can write the concept of your supplier's product or service, or select it from your catalog if you have it entered.
More information about the catalog of products and services
Click on “Add another line” to register a new concept.
Unit price of the product or service without taxes. If you select your supplier's product or service from your catalog, it will be imported automatically.
Number of units, hours, kg, litres, km...
In the event that your supplier has stated the percentage of discount that has been applied to you on its invoice, you can reflect it through this field.
You can configure the percentage of VAT that your supplier has applied to you through the dropdown menu.
If you have selected a retention percentage applied by your supplier, it will appear automatically calculated.
Click on "Show advanced edition" if you want to add a detailed description of some or all of the concepts of your supplier's invoice.
Easily add a description by clicking on the box that will appear under each concept of your supplier's invoice.
Once you have posted all the data of your supplier's invoice, click on "Insert invoice".
Once you have completed all the fields and have inserted your supplier's invoice, it will appear in your received invoices registry. You can manage the payments of your received invoices in the same way as with the collections of your invoices issued to clients.
From your record of invoices received, you will find more options to perform on your invoice. To the right of the row where your invoice is, you will see a series of icons:
If you haven't marked the invoice as paid when you post it, it will be saved with the status "Pending". That is, it is pending payment.
To mark your invoice as paid once it has been registered, click on "Manage invoice collections" on the coin icon that you will find to the right of the same row of the invoice.
A new command will open where by default the total amount of the invoice will appear as the amount paid. If it's a partial payment, change the amount manually. In this case, when registering the payment the status will change to "Incomplete".
By default, the program will set today as the payment date. You can change it by selecting the day on the calendar.
You can create your own collection methods to appear in a drop-down menu by clicking "New Method".
Once you have filled in the details, click on "Register".
When you return to your issued invoice registry, you will see that the status of the invoice has changed to "Complete" if the collection was for the full amount of the invoice.
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