Configure Sales Journal¶

Overview¶

The Sales Journal is used to record all customer invoices and sales transactions. Every sales invoice created in CURQ is posted through a Sales Journal.

You can access Sales Journals by navigating to:

Invoicing → Configuration → Journals

Select an existing Sales Journal or create a new one.

Journal Settings¶

Sales Journal Entries

Field	Description
Default Income Account	The general ledger account used when creating sales invoices. If no specific income account is configured on the product, CURQ uses this account automatically.
Dedicated Credit Invoice Sequence	Enable this option if you want credit notes to use a separate numbering sequence from regular sales invoices.
Short Code	A unique identifier for the journal. All journal entries created in this journal use this prefix. Example: `INV`, `SALES`.
Check Chronology	Enable this option to ensure journal entries are posted in chronological order. This prevents invoices from being posted in incorrect accounting periods.
Currency	Defines the default currency for the journal. In most cases, this field can remain empty. Users can select a different currency directly on the invoice when needed.

Advanced Settings¶

Sales Journal Advanced Settings

Field	Description
Allowed Accounts	Restrict this journal to specific accounts. Leave empty to allow all accounts.
Add Balance Line	Automatically adds a balancing line if the journal entry is not balanced.
Lock Date	Prevents users from creating or modifying entries before the specified date.
Lock Date for Non-Advisers	Restricts non-accounting users from editing entries before this date.
Secure Posted Entries with Hash	Protects posted entries from being modified by applying a security hash.
Auto-Check on Post	Automatically marks journal entries as checked when they are posted.

Create Invoices Upon Emails¶

Field	Description
Configure Alias Domain	Allows invoices or journal-related records to be created from incoming emails using a configured email alias.

Payment Communications¶

Field	Description
Communication Type	Defines how payment references are generated for invoices and payments.
Communication Standard	Specifies the payment reference format used, such as European standards for structured payment references.