• How do I add purchase invoices?

    When you do bookkeeping in Animana, you will have to process all your incoming and outgoing transactions in Animana. This means that all transactions have to be linked to an invoice or receipt in Animana. A purchase invoice is an invoice you receive from your supplier that you pay. This…

  • How do I track clients with outstanding invoices?

    The “Outstanding Invoices” page provides a summary of all clients who have an outstanding balance. The table displayed provides details of the outstanding balance, the number of open invoices and the date the client last made a payment. Before you start Step-by-step instructions Go to > Financial > Outstanding invoices….

  • How do I create a new invoice template?

    By default, Animana will use a standard default invoice template. It is named “default” and cannot be removed from the system. If no other templates are defined, this template will be used. You can edit the default template, or create other invoice templates. This article will explain how to set…

  • How can a client redeem client card points?

    With the client card module, you can reward customers with points for purchases of products and services. This article will explain how a client can redeem points. Before you start Step-by-step instructions Search for the client and open the tab Uninvoiced. Select that you want to use the client card…

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