Create a test document or test payment

A Test option has been added to InvoiceOcean, allowing you to create 'test' invoicing documents and/or payments.

You can use this Test option at any time: during your trial period and throughout your use of the system to train your teams.

This Test function has been developed not only to facilitate your navigation and learning through the system but also, and more importantly, to clearly distinguish your real documents and payments from those created for testing purposes. This could be important in case of an audit by tax authorities.

It is highly recommended to use the test option if you are conducting tests and creating 'fake' documents and/or payments, in order to justify the deletion of such data.
 

Here are the important characteristics:

Marking:

• Independent numbering of test documents, with the suffix "_TEST" added to the number;
• Addition of the mention "TEST DOCUMENT" on the background of test documents;
• Addition of the word "TEST" to the names of payments.

Irreversibility:

• Once created, a test document or payment remains in Test mode.

Exclusion:

• Test documents and payments are not included in your Revenue or Expenses reports.

Activate the Test option:

• To activate the Test option, check the Test Documents/Payments option in Settings > Account Settings > Your Account (under the Other section), and don't forget to Save.

Create a Test Document

All types of invoicing documents available in the system, for both your Income (sales) and your Expenses (purchases), can be created in Test mode. You can create test invoices, as well as test estimates or test prepayments.

Manually

To create a test document, simply create a new document (Income > Add new invoice), choose the type of document, and check the Test document box located at the top of the document creation form.

A message indicating that the system has automatically changed the document number will be displayed. This specific numbering ensures that the numbering of the 'real' invoicing documents is not disrupted and allows for easy distinction in your list of documents.

Then complete the rest of the form (contact details, adding products/services, payment method, format, etc.) and Save.



Via Importation
If you create your documents by importing a file, please note that you can import them as test documents by simply adding a "Test" column to your file, which you will import under the title "Test: Test document" with a value of 1. Learn more about importing.

Modification/Deletion
You can modify or delete a Test document at any time. Indeed, test documents are not subject to any modification and/or deletion restrictions that may be enabled in your account settings. The created test documents will be added to your list of documents (from the Income or Expenses tab).

Creating a test document allows you to familiarize yourself with the system, test the different formats offered, and refine the layout of your documents through the various customization options available within the system.

Note
The Test function only applies to invoicing documents. Warehouse documents cannot be created in test mode.

 

Create a Test Payment

If you wish, you can choose the Bank payments feature (available in the Professional subscription), which allows you to centralize and manage your incoming and outgoing payments. Once the Bank payments feature is activated, you can create payments.
 

Manually

To create a test payment, simply check the Test Payment box on the payment creation form while creating the payment. Then complete the rest of the form and save.

Test payments will be added to your list of payments and can be identified by the automatic addition of the label (TEST) to the name.

Via Import

If you import your bank statements, you can import them as test payments by simply adding a Test column to your file. Import this column under the title "Test: Test Payment" with a value of 1. Learn more.

Modification/Deletion

You can modify or delete a Test payment at any time.