Main Requirements:

1. Screenshot of Business List (newly added business must be included in the list)
2. Screenshot of selected database. Make sure to complete all general instructions under the New Business/Database.
3. Screenshot of Users List (newly added users must be included in the list)
4. Screenshot of Sales Tax List (newly added sales tax must be included in the list)
5. Screenshot of Customers List (newly added customers must be included in the list)
6. Screenshot of Products List (newly added items/customers must be included in the list)
7. PDF Generated Sales Estimates and Sales Invoices
8. PDF Generated Sales Invoices
9. Screenshot of Proof of Payment

General Instructions
1. Create a Business
*Create a new business using the following information:
Company Name YourSurname - Section - Hands-on Exercises
Type of Business Retailers, Resellers and Sales
Type of Business Additional Details Store Retailers
Country United States
Business Currency USD
Type of Organization Corporation

2. Invite New User

*Invite new users using the following information:
User 1
Name Juan Dela Cruz
Email (Indicate your batstateu email adress)
Position Partner/Co-owner
Role Admin

User 2
Name Arnold Malibiran
Email ais.simulation2021@gmail.com
Position Partner/Co-owner
Role Editor
Note: Allow User # 2 to send invoices and manage payroll

3. Change Invoice and Estimate Settings

General Settings
*Accent color should be #00eaff
*Template should be Contemporary
*Display any logo of your choice

Invoice
*ChangeSettings
the Invoice Title to "Sales
Invoice"
*Change the Invoice Subheading to
TIN # 1234567890 Have a nice day
products/services!
ahead!"
*Change default terms to "FOB
Shipping Point; n/30"
Estimate Settings
*Change the Estimate Title to "Sales
Estimate"
*Change the Estimate Subheading to TIN # 1234567890
*Change the Estimate Footer to "This serves as our estimate to your planned purchases/services to our company."
*Standard memo for Sales Estimate are as follows: "This document is an estimate and not a valid invoice."

4. Add New Sales Tax

*Add the following Sales Tax:
Sales Tax # 1
Tax Name Output VAT
Abbreviation VAT
Description Output VAT
Tax Number N/A
Tax Rate (%) 12%
Description VAT on sales
Note:
Don't show tax number on invoices
Input tax is a recoverable tax.
Mark input tax as a compund tax.

Sales Tax # 2
Tax Name Zero-Rated VAT
Abbreviation VAT
Description Zero-Rated VAT
Tax Number N/A
Tax Rate (%) 0%
Description VAT on export
Don't show tax number on invoices
Input tax is a recoverable tax.
Mark input tax as a compund tax.

5. Add Customer
Customer # 1
Customer Name Malibiran Co.
Email ais.simulation2021@gmail.com
First Name Arnold
Last Name Malibiran
Currency USD
Address Line 1 9111 Sampaguita St.
Address Line 2 Sampaloc, Manila
City Manila
Country United States
Province Hawaii
Postal/Zip Code 1435
Phone +63789456123
Fax +63789456
Mobile +63789456123
Website https://www.google.com/
Shipping Address Details:
Ship to Contact Arnold Malibiran
Address Line 1 9110 Sampaguita St.
Address Line 2 Sampalocan, Manila
City Lipa City
Country Philippines
Province Batangas
Postal/Zip Code 1435
Received Item must be acknowledged by logistics personnel
by signing the Sales Order, Receiving Report and Sales
Delivery Instructions Invoice.
Phone +639557894561

Customer # 2
Customer Name Malibiran Exports
Email ais.simulation2021@gmail.com
First Name Arnold
Last Name Malibiran
Currency PHP
Address Line 1 9111 Sampaguita St.
Address Line 2 Sampaloc, Manila
City Manila
Country Philippines
Province Manila
Postal/Zip Code 7894
Phone +63789456123
Fax +63789456
Mobile +63789456123
Website https://www.yahoo.com/
Shipping Address Details:
Ship to Contact Arnold Malibiran
Address Line 1 9567 Sampaguita St.
Address Line 2 Sampalocan, Batangas
City Lipa
Country Philippines
Province Batangas
Postal/Zip Code 7894
Received Item must be acknowledged by logistics personnel
by signing the Sales Order, Receiving Report and Sales
Delivery Instructions Invoice. The shipment term is FOB shipping point.
Phone +639551234567
Internal Notes Customer for Export Activities

Customer # 3
Customer Name Malibiran Services
Email ais.simulation2021@gmail.com
First Name Arnold
Last Name Malibiran
Currency USD
Address Line 1 143 Ilang-ilang St.
Address Line 2 Sampaloc Mix, Batangas
City Batangas
Country United States
Province Hawaii
Postal/Zip Code 7896
Phone +63789456443
Fax +63789123
Mobile +63780000443
Website https://www.youtube.com/
Shipping Address Details: N/A
Internal Notes Customer for Systems Installation

6. Add Products and Services

Product # 1
Name ITEM001
Description Keyboard
Price 20 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 2
Name ITEM002
Description Mouse
Price 10 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 3
Name ITEM003
Description USB Connector
Price 15 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 4
Name ITEM004
Description Mouse Pad
Price 5 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 5
Name ITEM005
Description Ring Light
Price 25 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 6
Name ITEM006
Description Laptop Charger
Price 30 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Product # 7
Name ITEM007
Description CP Charger
Price 23 USD
Income Account Product Sales
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

Service # 1
Name SERV001
Description Installation Services
Price 40 USD
Income Account Services
Expense Account Computer - Hardware
Sales Item? Yes
Purchase Item? Yes

7. Add Sales Estimate Document

*Details of Sales Estimate are as follows:

Sales Estimate # 1
Customer: Malibiran Co.
PO/SO Reference: PURCH001
Sales Estimate Date: (Date Today)
Sales Estimate Expiration Date: (Date Today)
Items Quantity
ITEM001 100
 ITEM003 50
ITEM004 20
ITEM006 30
NOTE:
Sales tax for all items above should be Output VAT

Sales Estimate # 2
Customer: Malibiran Exports
PO/SO Reference: PUR001
Conversion Rate: 1 USD = PHP 50
Sales Estimate Date: (Date Today)
Sales Estimate Expiration Date: March 30, 2021
Items Quantity
ITEM002 100
ITEM003 50
ITEM005 40
ITEM007 30
NOTE:
Sales Estimate document should be presented in PHP
Sales tax for all items above should be Zero-Rated VAT

Sales Estimate # 3
Customer: Malibiran Services
PO/SO Reference: SERV001
Sales Estimate Date: (Date Today)
Sales Estimate Expiration Date: March 15, 2021
Items Quantity
SERV001 5
NOTE:
This transaction is VAT-exempt.

8. Add Sales Invoice Document

Sales Invoice # 1
Customer: Malibiran Co.
PO/SO Reference: PURCH001
Invoice Date (Date Today)
Payment Due (Date Today)
Items Quantity
ITEM001 100
ITEM003 50
ITEM004 20
ITEM006 30
NOTE:
Sales tax for all items above should be Output VAT

Sales Estimate # 2
Customer: Malibiran Exports
PO/SO Reference: PUR001
Conversion Rate: 1 USD = PHP 50
Invoice Date (Date Today)
Payment Due March 30, 2021
Items Quantity
ITEM002 100
ITEM003 50
ITEM005 40
ITEM007 30
NOTE:
Sales Estimate document should be presented in PHP
Sales tax for all items above should be Zero-Rated VAT

Sales Estimate # 3
Customer: Malibiran Services
PO/SO Reference: SERV001
Sales Estimate Date: March 8, 2021
Sales Estimate Expiration Date: March 30, 2021
Items Quantity
SERV001 5
NOTE:
This transaction is VAT-exempt.

9. Add Payment from Customer

Payment Date (Date Today)

Amount (Equivalent to Total Invoice Amount)
Payment Method Cash
Payment Account Cash on Hand (USD)
Collections from Malibiran Co. with Transaction Number
Memo/Notes 12345
er the New Business/Database.
s/services to our company."
not a valid invoice."
Price Amount
19 1900
 14 700
4 80
29 870

Price (in USD) Amount

11 1100
16 800
24 960
23 690

Price Amount
40 200

Price Amount
19 1900
14 700
4 80
29 870
Price (in USD) Amount
11 1100
16 800
24 960
23 690

Price Amount
40 200