Invoicing/en - Revision history

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@@ Line 119: / Line 119: @@
 |}
-=== Sending queue ===
+== Sending queue ==
 When an invoice with email distribution has been sent from invoice distribution, it ends up in System | Sending queue.
 The sending queue shows the status of the invoice and all previous transmissions, including payment reminders. Here you can see if something has gone wrong during the transmission. If, for example, the email address is incorrect, the invoice should be cancelled in the sending queue and corrected in the invoice distribution system, then sent again.

@@ Line 96: / Line 96: @@
 {{ExpandImage|PRO-INV-EN-Bild15.png}}
-[|class=mandeflist
+{|class=mandeflist
 |'''Show'''
 |Invoice in Pdf format

@@ Line 19: / Line 19: @@
 {{ExpandImage|PRO-INV-EN-Bild1.png}}
 == Select invoice content ==
 * Go to tabs Fees, Purchases, Other and | or Pre-invoice, depending on what shall be invoiced.
 * If needed, change Deepening. In Fees you can deepen on Employee, Category, Code or Period. Double click on a row to see details about it.
@@ Line 90: / Line 90: @@
 |Field for optional text. If you print out several invoices, it will be printed on all of them.
 |}
 == Create invoice without invoice text ready ==

← Older revision		Revision as of 13:17, 15 September 2021
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		+

	This manual describes how to proceed in project invoicing. From preparation and adjusting to printing and reprinting. It also covers how to create a pre-invoice, a credit invoice, invoice in foreign currency and how to merge invoices. Also some of the most common parameters are described here		This manual describes how to proceed in project invoicing. From preparation and adjusting to printing and reprinting. It also covers how to create a pre-invoice, a credit invoice, invoice in foreign currency and how to merge invoices. Also some of the most common parameters are described here

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 <htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>
-This manual describes how to proceed in project invoicing. From preparation and adjusting to printing and reprinting. It also covers how to create a pre-invoice, a credit invoice, invoice in foreign currency and how to merge invoices. Also some of the most common parameters are described here.
+This manual describes how to proceed in project invoicing. From preparation and adjusting to printing and reprinting. It also covers how to create a pre-invoice, a credit invoice, invoice in foreign currency and how to merge invoices. Also some of the most common parameters are described here
 == Preparations ==

← Older revision		Revision as of 09:52, 15 September 2021
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		+	This manual describes how to proceed in project invoicing. From preparation and adjusting to printing and reprinting. It also covers how to create a pre-invoice, a credit invoice, invoice in foreign currency and how to merge invoices. Also some of the most common parameters are described here.
−

	== Preparations ==		== Preparations ==

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 == Create invoice when invoice text exist ==
-The invoicing is done in  {{pth|Project|Invoicing and adjusting}}The tab Invoices is shown in red when there is one or several invoice texts created in Project: Queries and/or when there are unprinted invoices on a project.
+The invoicing is done in  {{pth|Project|Invoicing and adjusting
 Open the tab Invoices, select an invoice and click Open.
-{{ExpandImage|PRO-IN-EN-grafik1.png}}
+{{ExpandImage|PRO-IN-EN-Bild1.png}}
 === Invoice content ===
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 |}
-{{ExpandImage|PRO-IN-EN-grafik2.png}}
+{{ExpandImage|PRO-IN-EN-Bild2.png}}
 === Adjusting ===
@@ Line 70: / Line 72: @@
 |}
-{{ExpandImage|PRO-IN-EN-grafik4.png}}
+{{ExpandImage|PRO-IN-EN-Bild3.png}}
 {| class=mandeflist
@@ Line 99: / Line 101: @@
 Save the invoice when the text and the invoice content are ready. Saving takes you to the Invoice tab. Select Printout. You can select several invoices (by pressing down the Ctrl key while selecting and print them out at one time
-{{ExpandImage|PRO-IN-EN-grafik7.png}}
+{{ExpandImage|PRO-IN-EN-Bild4.png}}
 {| class=mandeflist
@@ Line 173: / Line 175: @@
 You can either write own text and amount or use a text suggestion. You can edit the suggested text. You can also add own rows and subtotals and write new text and amounts.
-{{ExpandImage|PRO-IN-EN-grafik3.png}}
+{{ExpandImage|PRO-IN-EN-Bild5.png}}
 {| class=mandeflist
@@ Line 203: / Line 205: @@
 Under the pre-invoiced tab, you can register the amounts that shall be pre-invoiced as invoice content. State the amount to be invoices in the column “This invoice”. It is possible to invoice pre-invoice amounts together with amounts from WIP in the same invoice.
-{{ExpandImage|PRO-IN-EN-grafik8.png}}
+{{ExpandImage|PRO-IN-EN-Bild6.png}}
 If pre-invoicing has been set to be divided in fees, purchases and other (in the parameters), they are separated. This can be of interest in different reports
@@ Line 225: / Line 227: @@
 Go to one of the projects that shall be in the invoice and select  “Collective Invoice” in the tab Collective invoice. Open the tab Collective invoice. Then fetch the other projects that shall be in the same invoice. Select also the one that you currently have opened.
-In Invoice content you can now see all the WIP: s of the projects together. Select what to invoice. Check Deepening Project to see the content of the different projects.
+In Invoice content you can now see all the WIP: s of the projects together. Select what to invoice. Check Deepening Project to see teh content of th edifferent projects.
 Note, that possible adjustments on the projects involved have to be made <u>before</u>
@@ Line 237: / Line 240: @@
 == Invoices in foreign currency ==
 The invoicing currency is selectable on the project in {{pth|System|Base registers/PRO/Clients and projects}}, tab Invoicing. The currency rate is updated in {{pth|System|Base registers/General/Currencies}}
-On the invoice, only the invoice text is written in the foreign currency. The invoice content is always in the company's base currency. Marathon recalculates the amounts according to today's currency rate. On the invoice, the amounts are shown differently depanding on what tab you are in. In the text tab the amounts on the upper right corners are shown in the invoicing currency.
+On the invoice, only the invoice text is written in the foreign currency. The invoice content is always in the company's base currency. Marathon recalculates the amounts according to today's currency rate. On teh invoice, the amounts are shown differently depanding on what tab you are in. In the text tab the amounts on the upper right corners are shown in the invoicing currency.
 In the tabs for invoice content/fees, purchases, other or pre-invoice, all amounts including the text, are shown in the base currency.
-Minor discrepancies between text and content are allowed on invoices in foreign currency since the currency rate can vary from one day to another. The parameter for setting discrepancy limit is in {{pth|System|Base registers/PRO/Parameters}} tab invoicing and is called "Max. currency discr on foreign invoice text"
+Minor discrepancies between text and content are allowed on invoices in foreign currency since the currency rate can vary from one day to another. The parameter for setting discrepancy limit ia in {{pth|System|Base registers/PRO/Parameters}} tab invoicing and is called "Max. currency discr on foreign invoice text"
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 Find the invoice and click on ”Credit”. A similar invoice is created, but in credit.
-{{ExpandImage|PRO-IN-EN-Bild1.png}}
+{{ExpandImage|PRO-IN-EN-Bild9.png}}
 Select possible test print. Today&apos;s date is suggested as credit invoice date, but it can be overwritten. Select printing template and then OK.