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Glimps can also book the invoices you send. You give it the sales invoice, and Glimps finds the customer, codes the lines on your revenue accounts, and books the invoice in your sales journal in Exact Online.
Sales invoices are available per organization. If you do not see the Sales invoices card described below, ask us to make it available for your organization.

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Switching it on

1

Open the card

Go to Settings > Booking defaults and find the Sales invoices card. Only administrators can change it.
2

Turn it on

Switch on Process sales invoices. Glimps starts to sync your customers from Exact Online at once.
3

Choose the sales journal

Pick your journal under Sales journal. Glimps books every sales invoice in it. Without a sales journal, Glimps cannot book sales invoices. If the list is empty, sync your journals with Exact Online.
The card also shows your sales address. See Getting sales invoices in.

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Getting sales invoices in

There are two ways:
  • Upload them under the Sales tab of the dashboard.
  • Email them to your sales address. It is your normal Glimps address at sales.useglimps.com. Find it on the Sales invoices card. Your purchase address with +verkoop before the at sign also works.
Glimps then checks the document itself. If the invoice comes from your own company, it is a sales invoice. If a sales invoice arrives at your purchase address, or the other way round, the document wins.
The connected mailbox (see Mailbox) only picks up purchase invoices. Send sales invoices to your sales address.

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On the dashboard

With sales invoices on, the dashboard has three tabs: Purchase (invoices you receive), Sales (invoices you send), and All. A sales invoice carries the Sales tag, and search finds it by customer or invoice number. An invoice opens in the usual invoice screen. It shows Customer and Customer information where a purchase invoice shows the supplier.

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Changing the direction

If Glimps got it wrong, open the menu in the invoice screen (where you also find Reprocess) and choose Change to sales invoice or Change to purchase invoice. Glimps then finds the right relation and codes the lines again. When an invoice goes the other way than earlier invoices with the same party, the invoice screen says so: Usually a purchase invoice or Usually a sales invoice, with the number of earlier invoices. Check the direction before you send.

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What Glimps does with a sales invoice

A sales invoice skips three things that apply to purchase invoices:
  • No approval. Your company wrote the invoice, so there is nobody to ask.
  • No purchase order matching.
  • No payment checks. You are the one who gets paid.
A relation that is both a supplier and a customer in Exact Online is one relation in Glimps. Its purchase invoices learn from purchase bookings, and its sales invoices learn from sales bookings.

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Booking automatically

A sales invoice is never booked automatically by default, whatever the automatic booking level of the relation for purchase invoices. You switch it on per customer. Go to Settings > Booking rules > Relations and switch on Book sales automatically on the row of the customer. From then on, a sales invoice to that customer that needs nothing from anybody is booked without a click.

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When Exact refuses

Exact Online checks a sales entry as well. The most common refusal is a currency: if your sales journal does not allow foreign currencies, Exact refuses an invoice in, for example, US dollars. The invoice keeps Exact’s own message. Fix it in Exact, or book that invoice by hand. See Booking errors.

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Billing and the organization overview

A booked sales invoice counts like a booked purchase invoice: it is one invoice booked in Exact, and that is what your subscription counts. See Plans and trials. The organization overview shows purchase and sales separately, per administration and in total.