The issuance screen, field by field
Every field, button and option on the Mekusheret issuance screen — so you know exactly what each one does.
Screen layout
The issuance screen opens from the Mekusheret tab on an item. At the top you choose the document type, below it are the customer details pulled from the board, then the line items and amounts. The issue button sits at the bottom.
The full issuance screen
An annotated screenshot of the issuance screen will go here.
The fields
Document type
Selects which document is issued (transaction invoice, tax invoice-receipt, receipt). Your choice affects which fields appear below.
Customer
The customer name and email are pulled from the columns you mapped. You can edit them manually before issuing — the edit applies to this document only.
Lines and items
The product or service description and the amount. The amount is pulled from your mapped amount column; you can edit it here if needed.
VAT and currency
Whether the amount includes VAT, and in which currency. The defaults come from your Morning account settings.