Interest invoicing/en - Revision history

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2019-10-18T14:36:57Z

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TR at 11:53, 5 July 2019

2019-07-05T11:53:05Z

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2019-06-07T14:11:33Z

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2017-07-21T11:28:13Z

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TR at 11:07, 21 July 2017

2017-07-21T11:07:39Z

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2017-06-12T18:30:59Z

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TR: Created page with "Start with making a preliminary selection in program 02-62-01. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make..."

2016-04-12T15:52:24Z

Created page with "Start with making a preliminary selection in program 02-62-01. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make..."

TR: Created page with "Interest invoicing"

2016-04-12T15:52:07Z

Created page with "Interest invoicing"

New page

== Create selection ==

Start with making a preliminary selection in program 02-62-01. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make any selection, all invoices that are ready for interest invoicing are included. You can also choose to include the invoices that have been set to “no interest charge” (interest=N.

{{ExpandImage|KUN-INT-EN-Bild1.png}}

== Edit selection ==

After the preliminary selection you can edit and check it in program 02-62-02.The invoices with an asterisk (*) on the left side in the list are ready and will be sent to the client. You can deselect an invoice. Move the indicator to the invoice in the list and press <space>. If you press one more time, the invoice will be reselected.

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You can also see the interest information of a certain invoice. Select the invoice (use arrows to move the indicator to it) and press <F1>.
The information in the window is editable.

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== Cancel selection ==

In 02-62-03, the complete selection can be cancelled.

== Print out selection ==

To print out the selection is not a necessary thing to do, but if you prefer to see the selection on paper or as a PDF file, you can do it in 02-62-04.

== Print interest invoice ==

When you are sure that the selection is OK, you are ready to print out the invoices. Use program 02-62-05.

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=== Reprint interest invoice ===

If you want to reprint the invoices, use program 02-62-07.

== Keep in mind ==

=== Old interest amounts ===

If it is your first interest invoicing, or if much time has passed since the last time, delete old interest amounts. No client would be happy to receive an interest invoice they may have paid over a year ago.
Delete the invoice amounts in 02-62-06. Make sure that you choose the correct date; the interest amounts can not be recaptured.

=== Credit interest invoice ===

For crediting an interest invoice in 02-62-08, your company must use invoice templates with type ”printout template”. Contact our support if you are not sure of your template type.

[[Category:KUN-INT-EN]]

@@ Line 1: / Line 1: @@
-== Interest invoicing ==
+=Interest invoicing =
-Settings for interest invoices are in Base registers/Client/Parameters, tab Parameters Interest invoicing.
+Interest invoices are created in Accounting | Client invoices, Interest Invoices tab.
-Start with making a preliminary selection. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make any selection, all invoices that are ready for interest invoicing are included. You can also choose to include the invoices that have been set to “no interest charge” (interest=N.
+Start by making a new selection. You can select by client number, invoice number, account and cost centre. If no selection is made, all invoices that are ready will be included in the interest invoice.
-== Change interest entries==
+==Print interest invoice==
-== Print interest invoice ==
+==Delete interest amount==

@@ Line 11: / Line 11: @@
 == Edit selection ==
-You can check and edit the selection in the list. If there is an invoice in the selection that not shall be sent, select the row and click in the column with a X. Click again to undo.
+You can check and edit the selection in the list. If you want to deselect invoices from the selection, remove the check in the X column. A checked column means that the invoice is in the selection.
 {{ExpandImage|KUN-INT-EN-Bild2.png}}

@@ Line 11: / Line 11: @@
 == Edit selection ==
-You can check and edit the selection in the list. If there is an invoice in the selection that not shall be sent, select the row and click in the column with a lock. Click again if you want to remove the lock .
+You can check and edit the selection in the list. If there is an invoice in the selection that not shall be sent, select the row and click in the column with a X. Click again to undo.
 {{ExpandImage|KUN-INT-EN-Bild2.png}}

← Older revision		Revision as of 11:28, 21 July 2017
Line 47:		Line 47:

	[[Category:KUN-INT-EN]]		[[Category:KUN-INT-EN]]
		+	[[Category:Manuals]]
		+	[[Category:Accounting]]

@@ Line 1: / Line 1: @@
-== Create selection ==
+== Interest invoicing ==
 {{ExpandImage|KUN-INT-EN-Bild1.png}}
@@ Line 8: / Line 11: @@
 == Edit selection ==
-After the preliminary selection you can edit and check it in program 02-62-02.The invoices with an asterisk (*) on the left side in the list are ready and will be sent to the client. You can deselect an invoice. Move the indicator to the invoice in the list and press &lt;space&gt;. If you press one more time, the invoice will be reselected.
+You can check and edit the selection in the list. If there is an invoice in the selection that not shall be sent, select the row and click in the column with a lock. Click again if you want to remove the lock .
 {{ExpandImage|KUN-INT-EN-Bild2.png}}
 == Cancel selection ==
 == Print interest invoice ==
-When you are sure that the selection is OK, you are ready to print out the invoices. Use program 02-62-05.
+When you are sure that the selection is OK, you are ready to print out the invoices. All invoices in the selection will be printed. Remove the check from Test invoice to print a sharp one.
 [[Category:KUN-INT-EN]]

@@ Line 2: / Line 2: @@
 == Create selection ==
-Start with making a preliminary selection in program 02-62-01. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make any selection, all invoices that are ready for interest invoicing are included. You can also choose to include the invoices that have been set to “no interest charge” (interest=N).
+Start with making a preliminary selection in program 02-62-01. The criteria for your selection are: client number, invoice number, account and cost centre. If you don’t make any selection, all invoices that are ready for interest invoicing are included. You can also choose to include the invoices that have been set to “no interest charge” (interest=N.
 {{ExpandImage|KUN-INT-EN-Bild1.png}}