Difference between revisions of "Interest invoicing/en"

Revision as of 17:52, 12 April 2016

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).

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.

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.

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.

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.