Difference between revisions of "Interest invoicing"
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| + | == Interest invoicing == <!--T:1--> |
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| + | <!--T:2--> |
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| ⚫ | Start with making a preliminary selection |
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| + | Interest invoicing is done in Accounting: Client invoices, tab Interest invoicing. |
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| + | Settings for interest invoices are in Base registers/Client/Parameters, tab Parameters Interest invoicing. |
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| + | <!--T:24--> |
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| ⚫ | Start with making a preliminary selection. 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. |
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| + | <!--T:3--> |
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{{ExpandImage|KUN-INT-EN-Bild1.png}} |
{{ExpandImage|KUN-INT-EN-Bild1.png}} |
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| − | == Edit selection == |
+ | == Edit selection == <!--T:4--> |
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| − | 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. |
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| + | You can check and edit the selection in the list. If you want to deselect invoices from the selection, remove the check in the X column. A checked column means that the invoice is in the selection. |
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| + | <!--T:6--> |
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{{ExpandImage|KUN-INT-EN-Bild2.png}} |
{{ExpandImage|KUN-INT-EN-Bild2.png}} |
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| + | == Change interest entries== <!--T:25--> |
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| − | 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>. |
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| + | Select an invoice and press OPEN if you want to change the interest entry. |
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| − | The information in the window is editable. |
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| + | <!--T:10--> |
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| − | == Cancel selection == |
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| + | Click DELETE if you want to cancel the complete selection. |
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| − | In 02-62-03, the complete selection can be cancelled. |
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| − | == Print |
+ | == Print interest invoice == <!--T:13--> |
| + | <!--T:14--> |
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| − | 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. |
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| − | == |
+ | == Reprint interest invoice == <!--T:16--> |
| + | <!--T:17--> |
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| + | If you want to reprint an interest invoice, use the tab Queries in {{pth|Accounting: Client invoices}}. Find the invoice and click SHOW INVOICE. |
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| + | If you use the invoice distribution for sending the invoice, you can search for it there. |
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| − | {{ExpandImage|KUN-INT-EN-Bild4.png}} |
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| + | <!--T:20--> |
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| − | === Reprint interest invoice === |
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| + | In the list of invoices in {{pth|Accounting|Client invoices}} you can open an invoice and remove the check from Interest charge. |
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| + | You can batch change that on several invoices. Select the invoices and press CHANGE |
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| + | <!--T:26--> |
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| − | If you want to reprint the invoices, use program 02-62-07. |
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| − | == Keep in mind == |
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| − | 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. |
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| − | Delete the invoice amounts in 02-62-06. Make sure that you choose the correct date; the interest amounts can not be recaptured. |
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| − | === Credit interest invoice === |
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| − | 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. |
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| + | <!--T:27--> |
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[[Category:KUN-INT-EN]] |
[[Category:KUN-INT-EN]] |
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| + | [[Category:Manuals]] |
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| + | [[Category:Accounting]] |
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Latest revision as of 15:28, 18 October 2019
Contents
Interest invoicing
Interest invoicing is done in Accounting: Client invoices, tab Interest invoicing. Settings for interest invoices are in Base registers/Client/Parameters, tab Parameters Interest invoicing.
Start with making a preliminary selection. 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
You can check and edit the selection in the list. If you want to deselect invoices from the selection, remove the check in the X column. A checked column means that the invoice is in the selection.
Change interest entries
Select an invoice and press OPEN if you want to change the interest entry.
Cancel selection
Click DELETE if you want to cancel the complete selection.
Print interest invoice
When you are sure that the selection is OK, you are ready to print out the invoices. All invoices in the selection will be printed. Remove the check from Test invoice to print a sharp one.
Reprint interest invoice
If you want to reprint an interest invoice, use the tab Queries in Accounting: Client invoices. Find the invoice and click SHOW INVOICE. If you use the invoice distribution for sending the invoice, you can search for it there.
Old interest amounts
In the list of invoices in Accounting: Client invoices you can open an invoice and remove the check from Interest charge. You can batch change that on several invoices. Select the invoices and press CHANGE
