NolaPro Support

VAT/GST Tax Guide

NolaPro supports VAT/GST taxes. Please view our guide here or download the attachment for more information!

Deleting an Invoice

In order to delete an invoice, you must first void any payments that have been applied to said invoice: Billing -> Invoices -> Void Payments If the payment has already been submitted...

Barcode Scanner

To use the barcode scanner all you need to do is place your curser in the field for what is being scanned and scanning the barcode will insert that information. For example, scanning a barcode for an ...

Emailing Invoices

For Windows you need to install an SMTP program on your machine. An SMTP program delivers emails. NolaPro will attempt to send emails to an SMTP program that is listening on port 25 running on the sa...

Duplicate Invoice GL Entries

Why are their duplicate GL entries for some of my invoices? Whenever you edit an invoice it makes a reversing set of entries and then it creates a new set of entries for the changes. So in the GL ...

Creating invoices doesn't allow for inventory items

If you are strictly using Invoicing (not a POS/Fullfillment order) there is no field for Item Code, only Description, GL Account, Qty, etc. There is no way to use Inventory when you create or edit an ...

Process credits to a credit card

Go to Billing -> Invoices -> Void Payments. Click to void a credit card payment and the system will automatically contact Authorize.net (or another payment gateway if you have it set up in NolaPro) an...

Shipping Charges

Does Shipping Charge in Order -> Ship Order eventually hit the GL Accrued Shipping Liability account? Yes, during the Order to Invoice step. It only charges this amount if you haven't entered a sh...

Can't Select Inventory Items When Creating Invoice

If you are creating an invoice using Billing -> Invoices -> New Invoice you cannot use an inventory item. Many people invoice separate from inventory, and they don't want to be bothered with it. This...

Printing Multiple Invoices at Once

If you don't mind having several invoices contained in one pdf file you can do the following: Create a url like http://mysite.com/arinvoiceviewfpdf.php?invoiceidstr=146,147,148,149,150 Summar

Print Invoice without Customer ID Number

If you would like your invoices to print without the Customer ID number you can change the invoice format to Preprint 2. This is accessible in Admin->Setup Receivables->Company Options on the Invo...

Missing or incorrect image error when printing invoice

If you receive an error similar to: FPDF error: Missing or incorrect image file: uploads/graphic_big1.jpg, please make sure Apache has write access to the nolapro/uploads folder. Similarly, if you ...

Search Invoices by Notes

To search for invoices based on notes you may have entered, go to Billing->Invoices->Edit Invoice, enter your search words in the 'Notes' field and click Next.

Merchant Number for Processing CC Transactions

You can purchase a Credit Card Scanner that is compatible with NolaPro for accepting credit card payments. If you have a card present account set up through Authorize.net you can scan cards with ...

Recurring Billing with Payment Plans

If you want to set up recurring billing for your customers then our payment plan module is for you. This can be accessed in the Billing->Payment Plans section. For more information, please see ...

Creating Credit Refunds/Invoices

If it's an overpayment, go to Billing -> Invoices -> Refund Credit. The overpayment should appear allowing you to refund the money. If it's a refund, simply go to Billing -> Invoices -> New Invoic...

Invoice Overpayment Automatically Created

If an overpayment is automatically created when you make an invoice payment for the exact amount, please check your currency symbol. Go to Admin -> Admin Setup -> System Settings. If your currency ...

Change US States to a List of Countries

Go to: Admin -> Admin Setup -> States.

Apply a Sales Tax Code by Item?

Yes. Go to Admin -> Setup Receivables -> Sales Taxes. Click on "General Sales Tax Info". Click the "Select Which Taxes Apply To Each Item". You have the choice to tax all items on an invoice...

Printing Invoice Error

Please go to Admin -> Setup Receivables -> Company Options. Go to the tab called Invoice Formatting. Change the Invoice Format field to your requirements.

Charge POS Tax According to "Ship To" Address.

When the ship-to address is selected for taxes in POS it will use those taxes in the WalkIns section. There is a + icon next to each line item in POS that allows you to select certain taxes from th...

Recurring AP Bills

NolaPro does not offer a module for this at this time. However, you may be interested in our Recurring Ledger Entries add-on. Use the Recurring Entries for sets of transactions that need to be ...

Order Shown as Open When Billed

Please check to make sure the order was marked as complete with the last shipment. Once the order has been marked as completed it will no longer show in Open Orders.

Invoice Layout

From the Main Menu select Admin -> Setup Receivables -> Company Options. Note the tabs across the top of the screen. This allows you to access different Company Options sections. Go to "Invoice For...

Sales Report by Salesman

Go to Reports -> Billing -> Payment Report. This can be ran by salesperson.

Invoice Date and Format

There are a few different layouts and date formats available for invoices and statements. Please go to Admin -> Setup Receivables -> Company Options and click the 'Invoice Formatting' tab. For...

Cancel Credit Memo

To cancel a credit memo you will first void the refund payment. Go to Billing->Invoices->Void Payments. Enter the credit invoice number or customer name and void the refund. Now go to Billi...

Disable Automatic Invoice Emails

This is being emailed through osCommerce. To disable osCommerce from sending emails log into your administration account. Along the left-side menu select Configuration then Email Options. Click on ...

VAT Tax Payable and Receivable

VAT Tax Payable First, go to Admin -> Admin Setup -> System Settings. Check the box “Check to treat taxes as VAT Tax: VAT or Consumption Taxes are used outside United States” if your company...

Remove Customer ID From Invoice

Changing the Invoice Format to Preprint Option 2 under Admin -> Setup Receivables -> Company Options will give you a preprint version without the customer number. Otherwise if you would like a cus...

RMA vs. Item Returns

Item Return and RMA are basically the same thing as they result in returning an item to inventory and giving credit to the customer. RMA is used for fulfillment orders and Item Return is designed f...

Invoice Start Number

You can set the starting invoice number under Admin -> Setup -> Company Options.

Edit Invoice

If there have been payments applied to the invoice you will need to void the payments first. If you have not applied a payment there will be an "Unpost" button at the bottom. After it is unposted y...

Adding Payment Type

Payment types is not something you can edit. If this is something you would like customized for your software please submit a support ticket and we can give you a quote for this. Otherwise, when r...

Customer Terms COD Due Date

The due date will always remain in the invoice. However, if you set the COD invoice term to 0 days for net due days the due date will be the invoice issue date. If you are interested in a customizatio...

Correct or Cancel Offline CC Transaction

If you are not able to void a payment in Billing -> Invoices -> Void Payments enter an invoice for the negative amount and apply the invoices to each other by entering 0.00 for the payment amount and...

Attached Files on Invoices

Customers are not able to view files you have attached to invoices.

Barcode on Invoices

The barcode on the invoice contains the invoice number.

Re-Post Invoice

After you unpost and edit the invoice, go back to Billing -> Invoices -> Edit Invoices. Click the 'Edit' icon. At the bottom of the screen click "Post". Until you do that it remains unposted.

Void Refund Credit Check

Go to Billing -> Invoice -> Void Payments. Enter the date of the check and the customer to whom the check was written and press Next. The check will show in this list as a negative dollar amoun...

Stop Payment Plan / Edit Payment Plan

You must stop the current payment plan and create a new one with the new frequency and the new amount. To stop the old payment plan, go to Billing -> Payment Plans -> Edit Plan. Enter a "0" in ...

Credit Card Scanner / Processing

The credit card scanner is connected through a PS2 card reader. To connect plug the wedge into the keyboard port, and plug the keyboard into the connection coming out of the card reader. If you onl...

Edit Sales / VAT Tax

Use this chapter to edit or add a sales tax for Federal, State, City or Other tax districts. From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. # Select the Tax District Name ...

Add a New Sales Tax

Use this chapter to edit or add a sales tax for Federal, State, City or Other tax districts. From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. Click the Add button from the firs...

General Tax Information

From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. Click on the 'General Sales Tax Info' button on the first screen. 1. How to Apply Sales Tax to Invoice and Order Items: Y...

PayPal Payments Received

Go to Admin -> Setup Receivables -> Credit Card Options. In the Available Processors box, choose the offline manual mode. Click the green + to add new account. Fill in the information and ...

VAT Tax Groups

From the Main Menu, select Admin -> Setup Receivables -> Sales Taxes. If you do not have VAT tax type selected in Admin -> Admin Setup -> System Settings, you will not have this option. Select a...

Refund Shipping on RMA

To refund the Shipping charges when generating an RMA, create the RMA as you normally would do. Then do the following: 1. Open the Invoice in Billing -> Invoices -> New Invoice. 2. Unpost the i...

Apply Late Fees

If you set the late fee and interest rates in Admin -> Setup Receivables ->Company Options, then when running Calculate Interest in Billing -> Invoices -> Calculate Interest, if there are any invoices...

Batch Process for Printing Invoices

Currently NolaPro does not have a batch process for printing invoices.

Signature Pad

NolaPro does not have a signature pad to store an electronic signature. This would require a customization. If you would like this customized please submit a support ticket requesting a customization ...

Bank Deposit Slip PDF

The PDF was designed to be printed on a deposit ticket that already contains your information and the bank account info. It's similar to how checks can be generated in NolaPro to go on pre-printed ch...

Credit Invoice

A credit invoice can only be applied against another invoice. The credit available can't be applied against an Fulfillment Order because the Fulfillment Order isn't an invoice yet. Deposits are the on...

"Override Price"

When you see "(Override Price)" on an invoice this is because the price was changed AFTER it was already invoiced. For example, the user went to Billing -> Invoices -> Edit Invoice, unposted the...

Add Letter to Invoice Numbers

This can be done using the Invoice Number Override add-on available on The NolaPro Store. You can not input a letter in the Next Invoice Number field in

Suggested knowledgebase articles:

Knowledgebase Billing

Articles in this category

Billing