Difference between revisions of "Direct invoicing"
From Marathon Documentation
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*Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger |
*Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger |
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*Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab. |
*Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab. |
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*Select client |
*Select client |
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*Create new invoice template with the button NEW in the list to the right |
*Create new invoice template with the button NEW in the list to the right |
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*Invoicings - if you have selected alternatives 1-4 above, the value in the field must be more than 1. If you write 999, it will be invoiced until you change the Blocked status on the template. |
*Invoicings - if you have selected alternatives 1-4 above, the value in the field must be more than 1. If you write 999, it will be invoiced until you change the Blocked status on the template. |
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Go to the tab Invoice rows to register text and amount |
Go to the tab Invoice rows to register text and amount |
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Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before. |
Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before. |
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Print the invoices in the tab Invoicing. |
Print the invoices in the tab Invoicing. |
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If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well. |
If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well. |
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Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number. |
Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number. |
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You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection. |
You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection. |
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[Category:ACC-DIN-EN] |
[Category:ACC-DIN-EN] |
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Revision as of 13:49, 30 December 2019
Company information:
- Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients /Projects since there is a connection from there to the sales ledger
- Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab.
- Enter Sender in Base registers/Din/Sender.
- Enter Articles (sales codes) in Base registers/Din/Articles. Write name and possible text (all three text fields can be used and printed out on the invoice). If quantity a and unit price shall be shown on the invoice, state it, otherwise just enter a price. Select whether VAT shall be used and in that case it if shall be shown in the printout. Select revenue account and possible cost centre/cost object.
- Sender will be suggested on the invoice if sender name has been stated in Base registers/Din/Parameters, tab Registration. Sender can be used as Our reference.
The invoice is made in Accounting/Direct invoicing:
- Select client
- Create new invoice template with the button NEW in the list to the right
- Select sender (shown as Our reference on the invoice)
- Client contact is the Client's reference person.
- Select “First invoice date”.
- ”Thereafter repeat per”: Select one of the alternatives
| 0 | once |
|---|---|
| 1 | month, i.e. each month |
| 2 | quarter, i.e. once every three months |
| 3 | half year, i.e. twice a year |
| 4 | year, i.e. once every year |
- Invoicings - if you have selected alternatives 1-4 above, the value in the field must be more than 1. If you write 999, it will be invoiced until you change the Blocked status on the template.
Go to the tab Invoice rows to register text and amount
Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before.
Print the invoices in the tab Invoicing.
If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well.
Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number.
You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection. [Category:ACC-DIN-EN] [Category: Accounting] [category: Manuals]
