Difference between revisions of "Interest invoicing/sv"
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| + | =Interest invoicing = |
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| − | == Skapa urval == |
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| + | ==Create interest invoice== |
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| + | Parameters for interest invoicing are in Accounting | Backoffice | Base registers, Sales ledger tab. |
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| − | Börja med att göra ett grovurval i 02-62-01. Det går att selektera på kundnummer, fakturanummer, konto och kostnadsställe. Görs ingen selektering kommer alla fakturor som är färdiga att räntefaktureras med. Det går också välja att ta med de fakturor som angivits att de ej ska ränteberäknas genom att välja J i rutan ”Inkl fakt. med ränta= N” |
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| + | Interest invoices are created in Accounting | Client invoices, Interest Invoices tab. |
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| + | ==New selection== |
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| − | {{ExpandImage|KUN-INT-SV-Bild1.png}} |
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| + | Start by making a new selection. You can select by client number, invoice number, account and cost centre. If no selection is made, all invoices that are ready will be included in the interest invoice. |
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| + | You can also choose to include invoices that are specified as not subject to interest by checking the box Include invoices without interest charges. |
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| − | == Redigera urval == |
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| + | If the parameter Invoice accrued interest is set, unpaid invoices will be included in the selection for interest invoices. |
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| + | ==Edit selection== |
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| − | I 02-62-02 kan urvalet kontrolleras och redigeras. Alla fakturor med en stjärna till vänster är markerade och kommer att skickas räntefaktura för. Om någon av fakturorna ska avmarkeras kan du ställa dig på den aktuella fakturan och trycka på mellanslag så att stjärnmarkeringen försvinner. Vill du markera fakturan igen gör du på samma sätt. |
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| + | The selection can be checked and edited in the list. |
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| + | If any of the invoices in the selection are not to be sent, they can be removed by unchecking the box in the column. |
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| − | {{ExpandImage|KUN-INT-SV-Bild2.png}} |
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| + | ==Change interest record== |
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| + | By selecting the invoice and clicking on ‘Open’, the interest record can be edited. |
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| − | Genom att stå på en av fakturorna och trycka på F1 kan ränteposten redigeras. |
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| + | ==Delete selection== |
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| + | Click on Delete to remove the selection. |
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| − | {{ExpandImage|KUN-INT-SV-Bild3.png}} |
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| + | ==Print interest invoice== |
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| + | Click on Print to print the interest invoice. All invoices included in the selection will be printed. |
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| − | == Makulera urval == |
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| + | Remove the check mark in Test print to print the actual invoice. |
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| + | ==Reprint interest invoice== |
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| − | I 02-62-03 kan hela urvalet makuleras. |
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| + | Interest invoices can be reprinted in Accounting | Client invoices, under the Queries tab. Search for the invoice, select it and click on the Show invoices button. |
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| + | If the invoice is sent via invoice distribution, it can be found under the Invoice distribution tab and displayed there. |
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| − | == Utskrift urval == |
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| + | ==Reverse interest invoice== |
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| + | Under the Printed Invoices tab, the interest invoice can be reversed in whole or in part. When reversing, you can also choose to reset the interest record to zero. |
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| − | För din egen kontroll kan du välja att skriva ut en sammanställning av det aktuella urvalet i 02-62-04. Av denna sammanställning framgår de fakturor som kommer att komma med i räntefakturan till kunden. |
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| + | ==Delete interest amount== |
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| + | Interest amounts can be deleted from invoices in the Delete accumulated interest tab. Interest amounts for multiple invoices can be deleted at the same time. Deleted interest amounts cannot be undone. |
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| − | == Utskrift räntefaktura == |
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| + | In the invoice list in Accounting | Client invoices, on the Queries tab, invoices can be selected and interest charges removed. It is possible to make batch changes to several invoices at the same time. Select several invoices and click Change. |
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| − | När urvalet stämmer är det dags att skriva ut räntefakturorna. |
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| − | Detta görs i 02-62-05. |
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| − | {{ExpandImage|KUN-INT-SV-Bild4.png}} |
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| − | === Omutskrift räntefaktura === |
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| − | Om du skulle vilja skriva ut räntefakturorna igen kan det göras i 02-62-07. |
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| − | == Att tänka på == |
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| − | === Gamla räntebelopp === |
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| − | Om det är första gången du räntefakturerar eller om det var väldigt länge sedan du räntefakturerade så kan det vara bra att radera gamla räntebelopp. Dessa raderas i 02-62-06. Var noga med att välja rätt datum då det inte går att återskapa räntebeloppen. När detta görs så ska det inte ligga något skapat förslag för räntefaktureringen. |
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| − | === Kreditering av räntefaktura === |
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| − | För att kunna kreditera en räntefaktura i 02-62-08 måste man ha en fakturamall av modell utskriftsmall. Kontakta supporten om du är osäker på vilken typ du har. |
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| − | <div class="mw-translate-fuzzy"> |
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| − | [[Category:KUN-INT-SV]] |
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| − | </div> |
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Revision as of 10:15, 28 January 2026
Contents
Interest invoicing
Create interest invoice
Parameters for interest invoicing are in Accounting | Backoffice | Base registers, Sales ledger tab. Interest invoices are created in Accounting | Client invoices, Interest Invoices tab.
New selection
Start by making a new selection. You can select by client number, invoice number, account and cost centre. If no selection is made, all invoices that are ready will be included in the interest invoice. You can also choose to include invoices that are specified as not subject to interest by checking the box Include invoices without interest charges. If the parameter Invoice accrued interest is set, unpaid invoices will be included in the selection for interest invoices.
Edit selection
The selection can be checked and edited in the list. If any of the invoices in the selection are not to be sent, they can be removed by unchecking the box in the column.
Change interest record
By selecting the invoice and clicking on ‘Open’, the interest record can be edited.
Delete selection
Click on Delete to remove the selection.
Print interest invoice
Click on Print to print the interest invoice. All invoices included in the selection will be printed. Remove the check mark in Test print to print the actual invoice.
Reprint interest invoice
Interest invoices can be reprinted in Accounting | Client invoices, under the Queries tab. Search for the invoice, select it and click on the Show invoices button. If the invoice is sent via invoice distribution, it can be found under the Invoice distribution tab and displayed there.
Reverse interest invoice
Under the Printed Invoices tab, the interest invoice can be reversed in whole or in part. When reversing, you can also choose to reset the interest record to zero.
Delete interest amount
Interest amounts can be deleted from invoices in the Delete accumulated interest tab. Interest amounts for multiple invoices can be deleted at the same time. Deleted interest amounts cannot be undone. In the invoice list in Accounting | Client invoices, on the Queries tab, invoices can be selected and interest charges removed. It is possible to make batch changes to several invoices at the same time. Select several invoices and click Change.
