Difference between revisions of "Interest invoicing/en"
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| + | =Interest invoicing = |
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| + | Parameters for interest invoicing are in Accounting | Backoffice | Base registers, Sales ledger tab. |
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| ⚫ | Start |
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| + | Interest invoices are created in Accounting | Client invoices, Interest Invoices tab. |
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| − | {{ExpandImage|KUN-INT-EN-Bild1.png}} |
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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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| + | If the parameter Invoice accrued interest is set, unpaid invoices will be included in the selection for interest invoices. |
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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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| + | 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-EN-Bild2.png}} |
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| + | By selecting the invoice and clicking on ‘Open’, the interest record can be edited. |
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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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| − | The information in the window is editable. |
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| + | Click on Delete to remove the selection. |
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| − | {{ExpandImage|KUN-INT-EN-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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| + | Remove the check mark in Test print to print the actual invoice. |
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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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| − | In 02-62-03, the complete selection can be cancelled. |
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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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| + | ==Reverse interest invoice== |
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| − | == Print out selection == |
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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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| + | ==Delete interest amount== |
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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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| + | 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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| + | 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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| − | When you are sure that the selection is OK, you are ready to print out the invoices. Use program 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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| − | [[Category:Manuals]] |
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| − | [[Category:Accounting]] |
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Latest revision as of 10:16, 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.
