This section allows you to issue any kind of document, not only invoices. It is included in ZaK's Finance package, so first you need to activate the package from the link below. You'll get automatically 15 days of free trial!
↳ Useful Link: Zak > Home > Zak Subscription
Once enabled, you can proceed with the configuration from the following section:
↳ Useful Link : Zak > Settings > Configurations > Fiscal Documents
Create your Fiscal Position
First, here you need to create a fiscal position. You can choose between the specific invoicing models for these countries: Italy, France, Greece, Argentina and Chile. Otherwise, you can use the Generic Model.
Generic Model
The Generic Model can be used for all countries for which a specific model is not available. But not only!
You can use it if you only want to issue non-fiscal documents, such as non-electronic receipts, proforma or generic documents. In this case, you don't need to have a position such as "Italy - Electronic Invoicing".
If you need to, you can also add more generic models, as they don't involve any additional costs. If instead you add 2 Italian/Greek/etc fiscal positions, the cost of the Finance package will be doubled.
Configure your Fiscal Position
Once created your position, click on the pencil next to it. In this page you'll be able to configure your general settings, which will be used for any document.
Exactly, you can set up:
- Logo: upload an image of your logo, which will be inserted in all documents.
- Header: you can freely write your header, which will be displayed in all documents you issue with this fiscal position. You must enter all the necessary data, such as company name, VAT number, address, contacts, etc.
- Print Settings: adjust the print settings for the paper format, such as margins, font size, logo height and background colour of the header.
- Documents Type: here, by clicking on the pencil next to each document type, you can customize:
- Name: useful when choosing the document type to be issued.
- Short name: useful to identify the document type in the control panel.
- Prefix: it's displayed in the document before the number. You can create more prefixes to have several document series.
- Hide guests name on room description: enable this option if you want the guest name not be displayed in the document.
- Numeration do not restarts annually: by default, numeration restarts from zero every new year. Enable this option if you don't want this.
- Show values in negative: Option available only for credit notes, allows numbers to be displayed in negative as well. (This option will not be available for Greece).
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Notes: here you can configure one or more notes to be used for your documents. This way, when issuing documents, you can quickly select one of the notes already created. It will be shown at the bottom of the document.
- Footers: likewise, here you can configure one or more footers for your documents. When issuing documents, you'll be able to choose one of the already created footers. It will be shown at the bottom of the invoice, in a central position.
By following these few simple steps, you will have set up your fiscal position and you can now start issuing documents!
Can I have more headers If I have more than one VAT number?
Zak allows you to have multiple fiscal positions! If you have more than one VAT number, you can create a header for each of them and choose the one to use when issuing a document! Within each position, you can set up your data, logo, header, etc.
To take advantage of the multi-header, you need a Finance package for each header. The monthly cost will therefore be €16 per VAT number.