Difference between revisions of "Interest invoicing/nb"
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| + | =Interest invoicing = |
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| − | == Skap utvalg == |
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| + | Parameters for interest invoicing are in Accounting | Backoffice | Base registers, Sales ledger tab. |
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| − | Begynn med å gjøre et grovutvalg i 02-62-01. Du kan selektere på kundenummer, fakturanummer, konto og kostnadssted. Hvis du ikke gjør noen selektering, vil alle fakturaer som er ferdige komme med i rentefaktureringen. Du kan også inkludere de fakturaer som er angitte som ”ikke renteberegnede” ved å skrive J i ruten ”Inkl fakt. med rente= 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-NO-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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| − | == Rediger utvalg == |
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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 du deretter kontrollere og redigere utvalget. Alle fakturaer med en asterisk til venstre er markerte og vill bli rentefakturerte. Vill du fjerne noen av fakturaene kan du taste på <Space> på den aktuelle raden så fjernes markeringen. På samme måte kan du legge til en markering på nytt. |
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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-NO-Bild2.png}} |
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| + | By selecting the invoice and clicking on ‘Open’, the interest record can be edited. |
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| − | Du kan redigere renteposten ved å stille markøren på en av fakturaene og taste F1 |
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| + | ==Delete selection== |
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| + | Click on Delete to remove the selection. |
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| − | {{ExpandImage|KUN-INT-NO-Bild3.png}} |
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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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| − | == Makuler utvalg == |
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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 du makulere hele utvalget. |
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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 utvalg == |
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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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| − | Du kan skrive ut utvalget i 02-62-04. Listen viser alle fakturaer, som kommer med i rentenotaen til 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 rentefaktura == |
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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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| − | Når du har sjekket at utvalget stemmer, skriv ut fakturaene i ”Utskrift blanketter” i 02-62-05. |
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| − | {{ExpandImage|KUN-INT-EN-Bild4.png}} |
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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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| − | 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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| − | [[Category:KUN-INT-EN]] |
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Latest revision as of 11:15, 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.
