Direct invoicing - Revision history

TR at 14:04, 30 March 2026

2026-03-30T14:04:35Z

TR at 08:05, 1 September 2023

2023-09-01T08:05:11Z

TR: Marked this version for translation

2023-08-31T08:39:12Z

Marked this version for translation

TR at 08:39, 31 August 2023

2023-08-31T08:39:03Z

TR at 13:46, 30 December 2019

2019-12-30T13:46:18Z

TR: Marked this version for translation

2019-12-30T11:49:23Z

Marked this version for translation

TR: Created page with " = Company information:= *Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects..."

2019-12-30T11:48:57Z

Created page with "<translate> = Company information:= *Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects..."

New page

<translate>

= Company information:=

*Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger
*Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab.
*Enter Sender in Base registers/Din/Sender.
*Enter Articles (sales codes) in Base registers/Din/Articles. Write name and possible text (all three text fields can be used and printed out on the invoice). If quantity a and unit price shall be shown on the invoice, state it, otherwise just enter a price. Select whether VAT shall be used and in that case it if shall be shown in the printout. Select revenue account and possible cost centre/cost object.
*Sender will be suggested on the invoice if sender name has been stated in Base registers/Din/Parameters, tab Registration. Sender can be used as Our reference.

= The invoice is made in Accounting/Direct invoicing:=

*Select client
*Create new invoice template with the button NEW in the list to the right
*Select sender (shown as Our reference on the invoice)
*Client contact is the Client's reference person.
*Select “First invoice date”.
*”Thereafter repeat per”: Select one of the alternatives
{|class=mandeflist
!0
|once
|-
!1
|month, i.e. each month
|-
!2
|quarter, i.e. once every three months
|-
!3
|half year, i.e. twice a year
|-
!4
|year, i.e. once every year
|}

*Invoicings - if you have selected alternatives 1-4 above, the value in the field must be more than 1. If you write 999, it will be invoiced until you change the Blocked status on the template.

Go to the tab Invoice rows to register text and amount

Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before.

Print the invoices in the tab Invoicing.

If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well.

Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number.

You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection.
[Category:ACC-DIN-EN]
[Category: Accounting]
[category: Manuals]
</translate>

@@ Line 46: / Line 46: @@
 [[Category:ACC-DIN-EN]]
 [[Category: Accounting]]
 </translate>

← Older revision		Revision as of 08:39, 31 August 2023
Line 1:		Line 1:
	<translate>		<translate>

		+	<!--T:11-->
	Direct invoicing is useful for sending periodical invoices in certain recurring intervals.		Direct invoicing is useful for sending periodical invoices in certain recurring intervals.

@@ Line 1: / Line 1: @@
 <translate>
 = Company information:= <!--T:1-->
 <!--T:2-->
-*Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger
+*Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients/Projects since there is a connection from there to the sales ledger
 *Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab.
 *Enter Sender in Base registers/Din/Sender.

@@ Line 18: / Line 18: @@
 *Select sender (shown as Our reference on the invoice)
 *Client contact is the Client's reference person.
-*Select “First invoice date”.
+*Select “First invoice date" - when the first invoice shall be sent.
 <!--T:6-->

@@ Line 1: / Line 1: @@
 <translate>
-= Company information:=
+= Company information:= <!--T:1-->
 *Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger
 *Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab.
@@ Line 10: / Line 11: @@
-= The invoice is made in Accounting/Direct invoicing:=
+= The invoice is made in Accounting/Direct invoicing:= <!--T:3-->
 *Select client
 *Create new invoice template with the button NEW in the list to the right
@@ Line 35: / Line 37: @@
 |}
 *Invoicings - if you have selected alternatives 1-4 above, the value in the field must be more than 1. If you write 999, it will be invoiced until you change the Blocked status on the template.
 Go to the tab Invoice rows to register text and amount
 Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before.
 Print the invoices in the tab Invoicing.
 If you have chosen alternatives 1-4 in ”Thereafter repeat per”,  the invoice will be within the future selections as well.
 Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number.
 You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection.
 [Category:ACC-DIN-EN]