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dropdown menu in the “‫ ”קוד תשלום‬column. Then input the last 4 digits of the
credit card used to make the payment in the column “‫כרטיס אשראי‬/‫”מס חשבון‬.
Type in the amount paid in the “‫ ”סכום לתשלום‬column. Type in “10” in the “ ‫קוד‬
‫ ”תנאי תשלום‬column.
● Click back into the “‫ ”לקוח‬box and press “‫”חשבונית סגירת‬. You will notice the
“‫ ”חשבונית‬number change from starting with a “T” to starting with a “RC”.

‫מרכזת‬

● Copy and paste the customer number into “‫ ”לקוח‬box at the top.
● Click on the “‫ ”אסמכתאות‬tab and select the correct “‫ ”סניף‬and “‫ ”סוכן‬from the

dropdown menu next to the yellow arrows. Click back onto the “‫ ”מחירים‬tab so
you can see the correct pricing as it appears.
● Click on the “‫ ”סימון קבלות חשבונית‬tab.
● Check off the box of the “‫ ”חשבוניות עסקה‬that was just paid, in the column titled
“‫”להוסיף‬.
● Click back into the “‫ ”לקוח‬box and press “‫”חשבונית סגירת‬. You will notice the
“‫ ”חשבונית‬number change from starting with a “T” to starting with a “SI”.

‫חשבונית מס קבלה‬

● Copy and paste the customer number into “‫ ”לקוח‬box at the top.
● Click on the “‫ ”אסמכתאות‬tab and select the correct “‫ ”סניף‬and “‫ ”סוכן‬from the

dropdown menu next to the yellow arrows. Click back onto the “‫ ”מחירים‬tab so
you can see the correct pricing as it appears.
● Then click on “‫קבלה‬/‫ ”פירוט חשבונית‬and click under the “‫ ”מק”ט‬column. Search
the dropdown menu for the correct product using the same method used to
search for a customer. Type in the quantity of the product in the “‫ ”כמות‬column.
Make sure to check if the product requires tax. If tax is required then make sure
the box under “‫ ”מע”מ‬column is checked off. If it doesn’t require tax then make
sure it is left unchecked. If there is a discount then insert the percentage of the
discount in the “‫ ”הנחה לשורה‬column. Select the correct “‫ ”מרכז רווח‬in the drop
down menu. Check the final price above is correct.