Set up ledger account

Every position in your invoice has to be pointed towards the proper ledger account.

  1. Go to Settings > Invoices > General ledger accounts

  2. Create all ledger accounts that you use. If you use commercial discounts, you must also set up a discount account.

  3. When you have created the accounts, you can select 'Suggest accounts using VAT rates'. You can then configure the program in a way where your invoice line automatically selects a specific account when a VAT rate is chosen.

  4. You can also quickly set up the accounts based on the VAT rates for all existing invoices in Teamleader. You no longer have to go through them manually.

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