Sebastian de GoeijShort answer
You change purchase or sales before processing at the top left of the booking screen (Sales/Purchase). After processing you cannot: you delete the booking and queue the document again with the right type. Autoboeker picks the type from the document and the email address; a purchase address goes to purchase, a sales address to sales.
Key takeaways
- Before processing: switch Sales and Purchase at the top left.
- After processing: delete and queue again.
- The purchase or sales email address sets the first type.
- e-Boekhouden: deleting in Autoboeker does not remove the booking from the ledger.
- Every switch before processing is in the audit log.
How do I switch purchase and sales before processing?
Open the document and choose Sales or Purchase at the top left. Autoboeker adjusts journal, relation side and VAT direction. Check GL account and VAT code afterwards, because a sales booking uses different accounts than a purchase booking.
What if the booking is already processed?
After processing you cannot switch the type. Delete the booking in Autoboeker. In Exact Online, Twinfield and SnelStart that deletion is written back. In e-Boekhouden you delete the booking there yourself. Then queue the document again and pick the right type before you process.
- 1Delete the processed booking in Autoboeker.
- 2In e-Boekhouden, check that the booking is gone there too.
- 3Queue the document again.
- 4Choose the right type at the top left and process.
How do I avoid the wrong choice?
Use the purchase email address for supplier invoices and the sales email address for invoices the client sends. Connect and the Exact digital mailbox follow the same split. A mail forwarded to the wrong address you change once in the screen; an AI instruction helps if a client keeps using the wrong address.
FAQ
Questions about this topic.
No. Delete and queue again.
Yes, from the document and the channel. You can override it before processing.
The first processed booking counts. Deleting does not remove that count. The new processing counts as a new booking.
Switching in Autoboeker does. Writing the deletion back does not in e-Boekhouden.
