Sending documents from 1C via e-mail is not that difficult, but for some reason users rarely use this very convenient feature. Let's consider setting up sending mail from 1C in configurations 10.3 and 1.3.

Step one

Sending documents from 1C by mail

Each printed form: , or , - in the 1C program has a special button - sending by email:

If everything is configured correctly, the system will offer options for sending a message, where you can choose in which format to send the file, select XLS:

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After clicking OK, the system will prompt us to fill out the remaining information for the future letter:

To - can be selected from the list if the counterparty selected in the document has an email address.

On the “letter” tab, you can specify an accompanying message. To send, just click “Send”.

However! If you do not have an email client configured, the following message will pop up:

There’s nothing wrong with that, let’s look at setting up sending mail from 1C in more detail:

Setting up an email client in 1C

To send documents Invoice, Invoice, TORG12 and others by mail, the first thing you need to do is set up mail in 1C 8.3. Once in the settings menu we will see the following:

Here you must specify your settings account. If you don't know them, ask your provider or service provider. information system employee.

Once the settings have been entered, you can check that they are correct by pressing the button Check account setup.

The setup is ready!

An invoice for payment generally needs to be printed in the case when it is necessary to receive an advance payment under the contract. To do this, you need to conclude an agreement with the counterparty for the supply of goods, provision of services or performance of work (hereinafter referred to as goods), specifying the conditions for prepayment. Forming and printing it is not that difficult. Let's look at the operation of generating and printing using the program "1C: Accounting 8 version 3".

How to issue an invoice in 1C for payment?

To issue an invoice for payment in the 1c program, you must enter the “Sales” section and select the “Invoice for payment to customers” position in the “Sales” block.

We go to the journal of registration of invoices for payment. In this journal you can create an invoice for payment:

• New;
• Based on an already created document.

A new invoice is created mainly for prepayment, and if you select “Create based on”, it is created mainly for shipped goods.

The number is entered automatically and assigned uniqueness.

The date is current, but it can be changed.

The “Pay by” field is the date by which payment for the generated document must be made.

The status field displays information about the account status:

• Not paid;
• Paid;
• Partially paid;
• Canceled.

In the form that opens, fill in the following fields:

• Organization;
• Counterparty:
• Agreement.

First, select “Organization”. After this, we find the required “Counterparty” from the “Counterparties” directory. If this buyer is not in the directory, then you need to create it by clicking on the button with the “+” sign.

A card appears on the screen in which you need to fill in the following fields for the counterparty:

• Name;
• Full name;
• Member of the group;
• Country of registration;
• OGRN;
• Bank;
• Bank account number;
• Address and phone number;
• Additional Information.

To automatically fill in the details for a counterparty, you must indicate the name or TIN of the counterparty in the field where it says “Start here.” After this, a message appears saying that you need to contact online user support.

Remember that if you wrote the “Name” of the counterparty, but did not additionally indicate such details as “Region”, “City, Street”, then the entire list of organizations registered in Russia with that name will appear on the screen.

After filling out the “Counterparty” and “Organization” fields, the “Agreement” field becomes active.

When you fill in the “Agreement” field, a list of agreements with the attribute “With the buyer” will appear on the screen.

In the discount field there is a choice to fill in:

• Not provided;
• For individual positions;
• For the document as a whole.

When you select the second and third discount items, columns for the discount provided are added to the table section.

• VAT in the amount;
• VAT on top.

In the tabular part of the document you need to fill out two bookmarks:

• Goods and services;
• Returnable packaging.

After checking all the details and the correctness of the filled data, the document must be recorded and posted. After this, you can print the invoice for payment using the “Print” button. A printed form will appear on the screen, which will be printed on the printer.

You can create an invoice for payment based on, and a list of items appears:

• Provision of production services;
• Payment by payment card;
• Receipt to the current account;
• Cash receipt;
• Any electronic document;
• Implementation (deed, invoice).

The invoice for payment is not difficult to fill out, but you should remember that after filling out the fields in the document, it is better to double-check all the entered data so that there are no errors.

There are several ways to pay invoices issued by a company or individual entrepreneur for goods purchased or services used. For example, a novice entrepreneur, purchasing the initially necessary equipment, receives an invoice that is based on the generated estimate for the product of interest. When a businessman places an order, he is given an invoice that must be paid. To do this, the entrepreneur should familiarize himself with payment methods.

Payment by cash

Cash payment today is considered the simplest and most straightforward. The buyer must come to the main office or store and pay the invoice provided to him in cash.

However, using this method in some situations is difficult or even impossible. For example, when the seller is located a thousand kilometers from the buyer. Flying to the city where the seller is located in order to pay the bill is hardly advisable. Here the entrepreneur just needs to use another method - cashless payment. Statistics show that today in small businesses no more than five percent of payments made are in cash.

Payment by bank transfer

With the development of technology and the transition of the whole world to the card system of receiving wages, the topic of paying an invoice through non-cash payments has become especially relevant.

There are two types of non-cash payment:

Payment of a bill at a banking organization. Any modern invoice can be paid at the cash desk of a banking organization. However this method has its significant minus. For paying the bill, each bank sets its own commission, which the buyer must additionally pay.

The amount of such tax ranges from two to seven percent, that is, the higher the payment amount, the greater the amount of commission you will have to pay in favor of the banking institution. For example, for paying a bill in the amount of two hundred thousand rubles, the commission will be equal to four to fourteen thousand rubles. Such costs are, of course, undesirable, so the buyer can use next way calculation;

Payment to bank account. Each organization has its own current account, where funds are credited after a purchase/sale transaction is completed. An entrepreneur who opens an individual entrepreneur or is engaged in private entrepreneurship will also have to open a personal bank account where buyers will deposit payments.

The downside is the monthly payment for using the service. Typically, the amount of such payment ranges from 500 to 2000 rubles, depending on the range of opportunities provided. However, there are also undeniable advantages. A fixed rate is charged for performing a specific operation, which on average equals 25 rubles. That is, for payment of one million rubles a commission of 25 rubles will be charged. Another advantage is the fact that information about all transfers is stored in the banking organization. The entrepreneur does not have to worry that all the data may be lost, damaged, and so on.

Payment order

Transfer Money from a personal account is carried out by settlement according to the presented payment order. This order can be either electronic or printed on paper. The payment order is typed using the bank’s specific accounting programs and printed out on paper. The most commonly used program is called 1C Enterprise.

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For a new entrepreneur, installing this program on your computer is a very profitable operation. A 1C Enterprise license costs about three thousand rubles. The program is quite simple, easy to use, and has many useful options that will be useful and understandable to a novice businessman.

The payment order can be made independently or with the help of a bank employee who maintains the current account of a particular entrepreneur. The average price for this service is one hundred rubles, which completely eliminates the need to understand an unfamiliar program. Businessman can also set special program for working with payment orders and paying them via the Internet. In this case, you won’t even have to leave the walls of your own home or office to make calculations.

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Legal entities pay for the order according to the issued invoice. Individuals can pay for the order by bank transfer through Sberbank of the Russian Federation or any other bank. The order is placed immediately after confirmation of payment. When placing an order, you indicate the method in which you want to receive an invoice. The most popular methods are email (the invoice is sent as an attachment to the letter) and fax. In addition, you can get an invoice directly from our website in your “Personal Account” (to get there you need to log in to the site by entering your username/password in the “Registration/Login” section).

Payment in cash to the courier upon receipt

You pay the order to the courier upon receipt. The courier will give you all the necessary financial documents along with your order. This form of payment is valid only upon delivery of goods from warehouse or from a retail network, items to order are delivered only after advance payment of the entire order.

Payment in cash upon pickup

You can pay for your order at the pickup point you selected when placing your order. An order consisting of items supplied from warehouse or from a retail network, you can pay directly when you receive it.

For orders containing made-to-order items, full prepayment is required. Prepayment can be made by contacting the CHIP and DIP wholesale department selected as a pick-up point, or at the box office of any of the following stores of the CHIP and DIP retail network. Check the opening hours on the relevant store page. To make an advance payment through the cash register of a retail store, you must provide the account number for your online order, which you will receive after processing your online order (by email or in your personal account on the website). Payment by bank cards is accepted.

C.O.D

This option is possible if you choose the Russian Post delivery method. You pay the cost of the goods, delivery and money transfer upon receipt of the parcel at your post office.

Electronic payments

To make a payment using one of the following methods, when placing an order in our online store, indicate the payment method "Electronic payment".

After processing your order, you will receive a notification via e-mail specified during registration inviting you to go to a special page on the site to confirm your order. The same link appears immediately after processing your order in the section My orders (Register Login- (enter login and password) - Personal Area - My orders).

By clicking on this link, you will see the number and amount to pay for your order, contact information the manager handling your order and the composition of your order. If you agree, click on the button Pay, you will be redirected to the server payment system, where you can make a secure payment.

Payment by bank cards

Bank cards of payment systems MIR, VISA, MasterCard, Maestro are accepted for payment. Payment Process by bank card occurs in a secure mode through the payment gateway of Sberbank of Russia.

In the online store and retail stores, you can pay for goods with the Halva installment card.
When purchasing up to 3000 rub. 0% installment plan available for up to 2 months.
When purchasing more than 3000 rub. 0% installment plan available for up to 4 months.

Invoice by email- a function that allows you to send invoices by email from the website service. You no longer need to save Invoices to local computer, then open your mail, compose a new letter and attach the invoice as an attachment, now all this is available with “one button”.

How to send an invoice by email?

There are two ways to send an invoice by email:

• from the list of accounts, to do this, select “Send by e-mail” from the context menu;
• from the form for editing the Invoice, Act, TORG-12 and Invoice, to do this, click the "E-mail" button, which is located at the beginning and at the end of the form.

Send Invoice by email

Before sending the Invoice, you must check the box necessary documents, and also indicate the recipient's email address (To).

• By default, one document is marked for sending. Typically this is an Account if the shipment is from a list of accounts.
• The list of recipient email addresses is taken from the Counterparty card. To add or change the recipient's email address, you must make changes to the counterparty card.
• You can also send the document to yourself, that is, to your email address with which you are registered in the service.
• If necessary email addresses You can enter it manually, separated by commas in the "Enter another e-mail" field.

Sender's address

• By default, the Sender Address is the service address website.

How to change the sender address

To be able to specify a different sender address, you must activate the “Advanced” option of the “Invoice by e-mail” service. This is what the window will look like Send email with an additional sender selection field:

Stamp and signature

When sending a document by e-mail, stamp and signature are selected by default. If necessary, you can uncheck this item.

Preview

Before sending, you can view all selected documents by clicking the button View.

To send the selected documents, click the button Send.

Extended capabilities

Activate the advanced features of the "Invoice by e-mail" function, and you will be able to:

• Change the sender's address;
• Send emails via an external SMTP server;
• Edit the subject and content of the letter.