Difference between revisions of "Interest invoicing/da"
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| + | =Interest invoicing = |
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| − | == Skab udvalg == |
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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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| − | Når du skal sende rentenotaer begynder du ved at gøre et udvalg i 02-62-01. I den menu kan du selektere på fakturanummer, konto og omkostningssted. Hvis du ikke foretager selektering, vil alle fakturaer parate for rentefakturering at blive valgte. Du kan også vælge at kun medtage fakturaer, der ikke skal beregnes rente ved att skrive J i ruden ”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-DA-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 udvalg == |
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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 siden kontrollere og redigere udvalget. Alle fakturaer med en stjerne til venstre er markerede og vil modtage en rentenota. Hvis du vil fjerne nogen af fakturaerne, afmarkér den ved at holde markøren på den aktuelle faktura og taste mellemslagstasten (Space). Hvis du vil markere fakturaen på nyt, gør du på den samme måde. |
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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-DA-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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| − | Ved at holde markøren på en af fakturaerne og taste F1 kan du også redigere renteposten. |
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| + | ==Delete selection== |
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| + | Click on Delete to remove the selection. |
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| − | {{ExpandImage|KUN-INT-DA-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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| − | == Makuler udvalg == |
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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 udvalget. |
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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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| − | == Udskrift udvalg == |
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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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| − | For din egne kontrol kan du vælge at udskrive en sammenstilling af det aktuelle udvalg i 02-62-04. Af denne sammenstilling kan du se hvilke fakturaer, kunden vil modtage i rentenotaen |
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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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| − | == Udskrift rentenota == |
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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 afchecket at udvalget stemmer, skriver du rentenotaerne ud. |
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| − | Dette gør du i ”Udskrift blanketter” i 02-62-05. |
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| − | {{ExpandImage|KUN-INT-DA-Bild4.png}} |
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| − | === Genudskrift rentenota === |
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| − | Vil du foretage en genudskrift, brug 02-62-07. |
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| − | == Husk == |
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| − | === Gamle rentebeløber === |
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| − | Hvis det er den første gang, du rentefakturerer, eller hvis det var en lang tid siden du gjorde det sidst, kan det være en god ide at slette gamle rentebeløber. Det gør du i 02-62-06. |
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| − | Var nøjagtig med at vælge ret dato, da rentebeløber ikke kan genskabes. Når dette foretages skal det ikke findes noget skabt forslag for rentefaktureringen. |
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| − | === Kreditering af rentenota === |
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| − | |||
| − | For at skulle kreditere en rentenota 02-62-08 trenger I en fakturaskabelon af modellen udskriftsskabelon. Kontakt supporten hvis du er usikker på type af skabelon hos jer. |
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| − | [[Category:KUN-INT-EN]] |
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Latest revision as of 11:16, 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.
