INCOME DOCUMENTS module

The module enables the registration of incoming documents in the system. Invoices can be added to the records manually (e.g., VAT invoices, commercial invoices, internal invoices, corrections, receipts, bills, notes, etc.), automatically—through the mechanism for generating incoming documents from transport orders, offers, bulk invoicing, or by importing them into the system.

The main features of this module include:

• defining custom document numbering;
• generating documents in Polish, English, and German, including dual-currency printouts;
• saving printouts in any format (e.g., XLSX, PDF, JPG);
• sending documents to contractors with attachments directly from the PasCom system;
• attaching additional files to generated documents;
• payment control;
• correcting and issuing notes;
• creating advance payment documents in case of prepayment;
• ensuring security: access to the incoming document records can be restricted for individual users;
• creating reports, including planned and actual revenues, payments for financial documents, trade exchange with a specific contractor, and many others.

It is possible to extend the incoming document records with the following additional modules: KSeF Module, Data Export to Accounting Systems Module (e.g., CDN Optima, SAGE Symfonia, etc.), as well as Quotation Module or Debt Collection Module.