Difference between revisions of "FAQ:PRO/Adjusting-Invoicing"

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{{FAQ
  
{{FAQ
 
|version=546
  
|version=546
−
|group=Project/Adjusting-Invoicing
 +
|group=Projects/Adjusting-Invoicing
 
}}
  
}}
 
<translate>
  
<translate>
   
 
<!--T:1-->
  
<!--T:1-->
  +
*How do I open a project that has been closed?
−
*Hur öppnar jag ett projekt som är stängt?
 
  +
Search the project in the Projects tab. Select status = All to see also closed projects. Select the project and click CHANGE STATUS. Press ACTIVATE and OK.
−
Sök upp projektet i fliken Projekt. Välj Status = Alla för att få med det stängda projektet. Markera projektet och tryck på {{btn|Ändra status}}. Välj Aktivera och tryck Ok.
  
   
 
<!--T:2-->
  
<!--T:2-->
  +
*Why can I not see the invoice in the Invoice tab?
−
*Varför ser jag inte fakturan i fliken Fakturor?
 
  +
Ensure that the check boxes "Only own" and "Only invoice text ready" are unchecked.
−
Kontrollera så att {{kryss|End egna}} eller {{kryss|End fakturatext klar}} inte är ikryssade.
  
   
 
<!--T:3-->
  
<!--T:3-->
  +
*I receive the message "Different sums in Invoice content and text", what does that mean?
−
*Jag får meddelandet ”Olika summor i omfattning och text”, vad betyder det?
 
  +
The amounts in the invoice content and the amounts written in the invoice text have to agree; otherwise you can't print out the invoice. Invoice content is the amounts from WIP that you have chosen to invoice.
−
Beloppen i omfattningen, och de belopp man fyllt i i fakturatexten, måste vara lika stora, annars kan fakturan inte skrivas ut. Med omfattning menas de belopp som ligger i lager, och som man valt att fakturera.
  
   
 
<!--T:4-->
  
<!--T:4-->
  +
*I receive the message "Invoice content > WIP", What does that mean?
−
*Jag får meddelandet ”Omfattning > lager”. Vad betyder det?
 
  +
The invoice content is larger than the WIP in some part of the invoice. Open the invoice and deepen into the invoice content by double clicking all checked records in the content. Adjust it on the places where it is too large.
−
Omfattningen är större än lagret i någon del av fakturan. Öppna fakturan och fördjupa dig i omfattningen genom att dubbelklicka på {{kryss|alla poster}} som är ikryssade i omfattningen. Justera omfattningen på de ställen där den är för stor.
  
   
 
<!--T:5-->
  
<!--T:5-->
  +
*I receive the error message : VAT exists (WIP) when I try to close a project.
−
*Jag får meddelandet ”Moms finns (lager)” när jag försöker stänga ett projekt.
 
  +
Probably there are registered purchases without VAT that yet have been invoiced forward with VAT. Thus the project gets a VAT discrepancy. Change the VAT code of the project to "Domestic VAT free" and then back to "VAT domestic" to solve it.
−
Troligtvis finns det inköp registrerade på projektet utan moms, men vidarefakturerade med moms. Då uppstår momsdifferens på projektet. Byt momskod på projektet till ”Inhemsk momsfri” och tillbaka till ”Inhemsk moms”, så ska det lösa problemet.
  
   
 
<!--T:6-->
  
<!--T:6-->
  +
*How do I credit/reverse an invoice?
−
*Hur krediterar jag fakturan?
 
  +
Go to the tab Printed invoices in Invoicing and adjusting. Change the date in the field "Printed" if necessary. Select the invoice and click on REVERSE.
−
Gå till fliken Utskrivna fakturor i {{ptn|Fakturering och justering}}. Ändra datumet vid fältet ”Utskriven” om det skulle behövas. Markera fakturan, och tryck på {{btn|Vänd}}.
  
   
 
<!--T:7-->
  
<!--T:7-->
  +
*I can't see any invoices in Printed invoices, why?
−
*Jag ser inga fakturor i Utskrivna fakturor, varför?
 
  +
Maybe the box "Only own" is checked, and the invoice was created by someone else. You might also have to change the "Printed" date.
−
Kanske är rutan {{kryss|End egna}} ikryssad, och fakturan inte är skapad av dig. Du kan också behöva justera datumet vid ”Utskriven”.
  
   
 
<!--T:8-->
  
<!--T:8-->
  +
*How can I reprint an invoice?
−
*Hur kan jag göra en omutskrift av en faktura?
 
  +
You can do that in Invoicing and Adjusting in the tab Printed invoices. Select the invoice and click SHOW.
−
Det kan du göra i {{pth|Fakturering och Justering}} i fliken Utskrivna fakturor genom att markera fakturan och trycka på {{btn|Visa}}.
  
   
 
<!--T:9-->
  
<!--T:9-->
  +
*Where do I adjust the WIP?
−
*Var justerar jag lagret?
 
  +
In Invoicing and Adjusting . If there already exists an invoice on the project, open it and click on ADJUST. Note that the "invoice content" boxes shall not be checked when adjusting. If there is no invoice, find the project, open it and click NEW ADJUSTMENT.
−
I Fakturering och justering. Om det redan finns en faktura på projektet kan du öppna den, och trycka på Justera. Observera att omfattningen inte ska vara ikryssad när du justerar. Om det inte finns en faktura söker du upp projektet, markerar det och trycker på Ny justering.
  
   
 
<!--T:10-->
  
<!--T:10-->
  +
*Where can I see all project invoices that have been printed out during a certain period?
−
*Var ser jag alla projektfakturor utskrivna under en viss period?
 
  +
In Invoicing and Adjusting, tab Printed invoices. Select period in the field "Printed".
−
I Fakturering och justering, fliken Utskrivna fakturor. Ange perioden i fältet ”Utskriven”.
  
   
 
<!--T:11-->
  
<!--T:11-->
  +
*I receive an error message: " Can not invoice: account xxxx missing" when I am trying to print out an invoice.
−
*Jag får meddelande ”Kan inte fakturera: konto XXXX saknas” när jag ska skriva ut en faktura.
 
  +
Normally the reason is that you are invoicing a project with a VAT code that hasn't been used before. The posting depends on the VAT code. If the VAT code on the project is correct, you can register it in the chart of accounts; if not, change it on the project.
−
Oftast beror det på att man fakturerar ett projekt med en momskod man inte använt tidigare.
 
−
Konteringen styrs av momskoden. Är momskoden på projektet rätt kan du registrera kontot i kontoplanen, annars kan du byta momskod på projektet.
 
   
 
<!--T:12-->
  
<!--T:12-->
  +
*I receive an error message: "May not be closed: posting exists" when I try to close a project.
−
*Jag får meddelandet ”Får ej stoppas: Kontering finns” när jag ska stänga ett projekt.
 
  +
There are one or several suppliers' invoices that has not been booked but posted on the project. Check the invoices in Accounting/Suppliers' invoices/Watch list.
−
Det finns en eller flera ej bokförda leverantörsfakturor med inköp konterade på projektet. Kontrollera leverantörsfakturorna i Ekonomi/Leverantörsfakturor/Attestbevakning.
  
   
 
<!--T:13-->
  
<!--T:13-->
  +
*Why does the test print not show VAT?
−
*Varför visas ingen moms på provutskriften?
 
  +
If you haven't checked the "invoice content" boxes on the invoice, VAT will not be shown on test print. Also the project's VAT code could be incorrect.
−
Om man inte kryssat i någon omfattning i fakturan, så visas provutskriften utan moms. Det kan också vara fel momskod på projektet.
  
   
 
<!--T:14-->
  
<!--T:14-->
  +
*Why can't I delete a project?
−
*Varför kan jag inte radera ett projekt?
 
  +
A project can only be deleted if nothing has been registered on it. Also moved transactions count as registered.
−
Ett projekt kan endast raderas om det inte finns något registrerat på projektet. Även flyttade transaktioner räknas som registrerade.
  
   
 
<!--T:15-->
  
<!--T:15-->
  +
*I want to send my invoices by e-mail, where do I find settings for that?
−
*Jag vill skicka mina fakturor per e-post, hur ställer jag in det?
 
  +
In System: Base registers/PRO/Clients/projects, tab Invoice distribution, field "E-mail: original". Write the e-mail address in the field and select type: E-mail in the list. After invoicing the invoice will be sent by e-mail from the Invoice distribution.
−
I Basregister/Pro/Kunder/Projekt anger du en e-postadress på kunden i fliken Fakturadistribution, fältet E-post: original. Vid Typ väljer du E-post från listan. Fakturorna mailas efter fakturering iväg från Fakturadistribution.
  
   
 
<!--T:16-->
  
<!--T:16-->
  +
*I have changed the client's VAT code, but the old one remains on the invoice?
−
*Jag har bytt momskod på kunden, men fakturan kommer ändå ut med fel moms?
 
  +
VAT code is not a synchronised field; you have to change it on the project as well.
−
Momskod är ingen synkroniserad uppgift, den måste ändras på projektet.
  
   
  +
  +
<!--T:17-->
  +
*I get an error: Could not save: Exists already (client) when I try to save the invoice client. Why?
  +
The invoice client has to have another code that the client has, otherwise saving is not possible.
   
 
</translate>
  
</translate>

Latest revision as of 14:19, 22 August 2018

FAQ item
Published unknown
Module Projects
Version 546
Revision unknown
  • How do I open a project that has been closed?

Search the project in the Projects tab. Select status = All to see also closed projects. Select the project and click CHANGE STATUS. Press ACTIVATE and OK.

  • Why can I not see the invoice in the Invoice tab?

Ensure that the check boxes "Only own" and "Only invoice text ready" are unchecked.

  • I receive the message "Different sums in Invoice content and text", what does that mean?

The amounts in the invoice content and the amounts written in the invoice text have to agree; otherwise you can't print out the invoice. Invoice content is the amounts from WIP that you have chosen to invoice.

  • I receive the message "Invoice content > WIP", What does that mean?

The invoice content is larger than the WIP in some part of the invoice. Open the invoice and deepen into the invoice content by double clicking all checked records in the content. Adjust it on the places where it is too large.

  • I receive the error message : VAT exists (WIP) when I try to close a project.

Probably there are registered purchases without VAT that yet have been invoiced forward with VAT. Thus the project gets a VAT discrepancy. Change the VAT code of the project to "Domestic VAT free" and then back to "VAT domestic" to solve it.

  • How do I credit/reverse an invoice?

Go to the tab Printed invoices in Invoicing and adjusting. Change the date in the field "Printed" if necessary. Select the invoice and click on REVERSE.

  • I can't see any invoices in Printed invoices, why?

Maybe the box "Only own" is checked, and the invoice was created by someone else. You might also have to change the "Printed" date.

  • How can I reprint an invoice?

You can do that in Invoicing and Adjusting in the tab Printed invoices. Select the invoice and click SHOW.

  • Where do I adjust the WIP?

In Invoicing and Adjusting . If there already exists an invoice on the project, open it and click on ADJUST. Note that the "invoice content" boxes shall not be checked when adjusting. If there is no invoice, find the project, open it and click NEW ADJUSTMENT.

  • Where can I see all project invoices that have been printed out during a certain period?

In Invoicing and Adjusting, tab Printed invoices. Select period in the field "Printed".

  • I receive an error message: " Can not invoice: account xxxx missing" when I am trying to print out an invoice.

Normally the reason is that you are invoicing a project with a VAT code that hasn't been used before. The posting depends on the VAT code. If the VAT code on the project is correct, you can register it in the chart of accounts; if not, change it on the project.

  • I receive an error message: "May not be closed: posting exists" when I try to close a project.

There are one or several suppliers' invoices that has not been booked but posted on the project. Check the invoices in Accounting/Suppliers' invoices/Watch list.

  • Why does the test print not show VAT?

If you haven't checked the "invoice content" boxes on the invoice, VAT will not be shown on test print. Also the project's VAT code could be incorrect.

  • Why can't I delete a project?

A project can only be deleted if nothing has been registered on it. Also moved transactions count as registered.

  • I want to send my invoices by e-mail, where do I find settings for that?

In System: Base registers/PRO/Clients/projects, tab Invoice distribution, field "E-mail: original". Write the e-mail address in the field and select type: E-mail in the list. After invoicing the invoice will be sent by e-mail from the Invoice distribution.

  • I have changed the client's VAT code, but the old one remains on the invoice?

VAT code is not a synchronised field; you have to change it on the project as well.


  • I get an error: Could not save: Exists already (client) when I try to save the invoice client. Why?

The invoice client has to have another code that the client has, otherwise saving is not possible.

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