Difference between revisions of "Pre-invoicing/sv"
(Created page with "== Skapa ett nytt aconto == I {{pth|Media/Fakturering/A-conto}}. Välj {{btn|Ny}}. Ange kund, eventuellt avdelning och lägg till en valfri beskrivning. Beskrivningen är int...") |
(Created page with "== Skapa a-contofakturan == Inne på acontot, under Acontofakturor, välj {{btn|Ny}} och fyll i fakturadatum och förfallodatum. Referensnummer skrivs ut på fakturan men kop...") |
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Ange kund, eventuellt avdelning och lägg till en valfri beskrivning. Beskrivningen är intern och syns bara här i acontolistan. |
Ange kund, eventuellt avdelning och lägg till en valfri beskrivning. Beskrivningen är intern och syns bara här i acontolistan. |
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| − | == |
+ | == Skapa a-contofakturan == |
| + | Inne på acontot, under Acontofakturor, välj {{btn|Ny}} och fyll i fakturadatum och förfallodatum. Referensnummer skrivs ut på fakturan men kopplas annars inte samman med planers referensnummer. Ange text och belopp och markera om det skall vara moms på fakturan. Spara. |
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| − | In the pre-invoice, under the tab Pre-invoices, select {{btn|New}} and complete the fields Invoice date and Du date. The reference number will be printed on the invoice but is otherwise not connected with the reference number of the plan. Write text and amount and select possible VAT. Save. |
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| + | Under ”Avräknas mot” kan acontot kopplas mot införingsdatum, kampanj, plan, order. Detta styr vad som ska avräknas. |
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| − | In ”Deduction from” you can connect the pre-invoice with insertion date, campaign, plan and order, from where the pre-invoice will be deducted. |
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| + | Fältet ”Avräkna allt” gör så att acontot avräknas mot kundens alla införanden. |
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| − | The field ”Deduct all” deducts the pre-invoice from all insertions belonging to the order. |
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| + | Observera att man inte kan räkna av ett aconto mot en annan kund. |
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| − | Note, that it is not possible to deduct a pre-invoice from another client. |
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== Print the invoice == |
== Print the invoice == |
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Revision as of 16:05, 23 January 2020
Contents
Acontofakturering
Skapa ett nytt aconto
I Media/Fakturering/A-conto. Välj Ny. Ange kund, eventuellt avdelning och lägg till en valfri beskrivning. Beskrivningen är intern och syns bara här i acontolistan.
Skapa a-contofakturan
Inne på acontot, under Acontofakturor, välj Ny och fyll i fakturadatum och förfallodatum. Referensnummer skrivs ut på fakturan men kopplas annars inte samman med planers referensnummer. Ange text och belopp och markera om det skall vara moms på fakturan. Spara. Under ”Avräknas mot” kan acontot kopplas mot införingsdatum, kampanj, plan, order. Detta styr vad som ska avräknas. Fältet ”Avräkna allt” gör så att acontot avräknas mot kundens alla införanden. Observera att man inte kan räkna av ett aconto mot en annan kund.
Print the invoice
Go to Media: Invoicing/Pre-invoice to print the invoice.
Deduct
In Media: Invoicing/Pre-invoice, you can see in the column ”Rem” the amount that remains to be deducted per pre-invoice. The column ”Deduction from” shows the amount for those insertions connected to the pre-invoice. It is alsp possible to see previously deducted, invoice number, description, currency, etc. There are two ways to deduct:
1
If the client agreement is set to ”Current pre-inv deduction”, the pre-invoice is deducted in Media: Invoicing/Invoicing. (Select ”Current invoicing by checking/unchecking the field). Current pre-invoice deduction is a complex function that requires attention. Otherwise the risk of unwanted pre-invoice deduction is high.
At the time of invoicing, an automatic deduction of the pre-invoiced is done. The remaining amount is saved to the next time that something connected to the pre-invoice shall be deducted. The system starts with the oldest pre-invoice. If there is nothing that corresponds with the terms for the pre-invoice, the system continues with the next one. A problem can occur if you have both general pre-invoices (not connected to certain plans/orders) and pre-invoices locked to specific plans. When deducting general pre-invoices, the system does not take the locked ones in account but deducts from everything that is possible.
The terms for pre-invoices are set per invoice only. That means that if one of the orders in the invoice agrees with the terms, the whole invoice amount will be deducted, not the order’s amount. To avoid this, you can split the invoice with settings in System: Base registers/MED/Clients/Invoicing, see image.
2
If the client agreement is not set to Current deduction of pre-invoiced, the invoice and deduction is made in Media: Invoicing/Pre-invoice deduction. Select pre-invoice to deduct. The deduction is taken from what’s stated in “Deduction from” on the pre-invoice. Possible excesses and deficits are invoices as debit- or credit invoices and the pre-invoice is set off
