Difference between revisions of "Invoicing/fi"

Revision as of 15:48, 5 January 2016

Ennen laskutusta

Tarkista ensin, että kaikki tunnit on päivitetty. Käytä ohjelmaa Projekti: Raportit Tarkistuslista Aika. Päivitä sen jälkeen Oma työ, Ostot ja muut ohjelmassa Projekti: Rekisteröinti, Korjaus ja Päivitys.

Luo lasku

Erityyppisille laskuille on eri menetelmiä. Menetelmä poikkeaa myös, jos käytät Projekti: Kysymysten Lasku-välilehteä laskun luomiseen, ks. erillinen kappale. Lasku koostuu laskutekstistä ja laskun sisällöstä ja niiden pitää täsmätä keskenään.

Luo laskuteksti kun laskuteksti on valmiina

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.

Mene lasku-välilehdelle ja paina Avaa.

Sisältö

Valitse laskun lajiksi LASKU kuvan yläosassa. Laskun sisältö-välilehti näyttää oman työn veloituksen, ostot, muut ja varastossa olevan määrän. Valitse rivit, jotka haluat laskuun mukaan. Voit syventyä hintariveihin. Koko varastomäärä siltä riviltä siirtyy sarakkeeseen Tämä lasku. Ellei kaikea laskuteta, valitse rivi ja Muuta määrä. Kirjoita laskutettava määrä kenttään. Voit syventyä työntekijöihin, kategorioihin, koodeihin ja kausiin.

Muokkaus

Voit muokata varastoa niin, että sen arvo täsmää laskutettavan määrän kanssa. Voit muokata varastoa isommaksi tai pienemmäksi.

Jos lasku on auki, paina Muokkaa. Valitse Template:Bth muokkaus. Tee sen jälkeen seuraavasti:

Tulostus

Kun laskukommentti ja teksti ovat valmiita, klikkaa Tallenna. Välilehdellä Laskutus, valitse yksi tai useampi lasku ja klikkaa Tulosta. Valitse useampia pitämällä Ctrl-näppäintä alhaalla valitessasi laskuja

Create invoice without invoice text

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Go to Project:Invoicing-Adjusting. You can either open the tab Invoices and select New for a new invoice or open the tab Project and make a selection in the list:

Use the > at the far right in the heading row to select the columns that you want to see in the project list. The columns you have selected will be saved on your user name.

Select New invoice to create a new invoice. Follow the instructions about Invoice content and Adjustment, and create an invoice text with help of the following chapter

Text

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.

Select first if the amounts shall be based on estimated values ( and in that case which estimate) or on the amounts that are actual in WIP. You can also select amounts based on Invoice content.

Create pre-invoice

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.

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

Create collective invoice

Collective invoicing means that you invoice several projects on the same client on one invoice. The requirements are::

That the projects have the same client code

That all the projects have the same client number.

That collective invoicing I s allowed on the project.

That the projects have the same invoicing currency at the time of printout.

Go to one of the projects that shall be in the invoice and select Invoice type “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.

Note, that possible adjustments on the projects involved have to be made before they are put together to a collective invoice. To make an adjustment, mark the project in the search list in the Project tab and select “New adjustment” (read more in Adjusting).

Merge invoices

An alternative for collective invoices is that you prepare all invoices separately, and then merge them. This method is usable for example when you use excess invoicing, or when the project managers are writing invoice text in Frontoffice, when collective invoicing is not possible. The invoicing process is the same as when making standard invoices. When the invoices are ready, , select them and click on the button Merge. Select project. In the text tab you have now a section per project, with project name and code as heading for each section. The text is editable.

Parameters

If the project has another invoicing address then what is stated on the client, use an “invoicing client”. Invoice clients can be fetched in the tab Parameters on the project.

If you wish to allocate fees, purchases and other tyou can select a period in the Parameters tab. Note, that the function “Automatic transfer to S/L” has to be checked in System: Base registers/PRO/Parameters, under the tab Invoicing. Otherwise period cannot be chosen here. Also state an account for periodical allocation in the same tab.

Reprint invoice

It is possible to reprint invoices under the tab Printout

Select which invoices to show in the dropdown menu according to printout time. Use the quick search field for free text search

Credit invoice

To credit an invoice, go to the tab Printed invoices. Find the invoice and click on ”Credit”. A similar invoice is created, but in credit.

Select possible test print. Today's date is suggested as credit invoice date, but it can be overwritten. Select printing template and then OK.