Difference between revisions of "Interest invoicing"
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Settings for interest invoices are in Base registers/Client/Parameters, tab Parameters Interest invoicing. |
Settings for interest invoices are in Base registers/Client/Parameters, tab Parameters Interest invoicing. |
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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. |
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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| − | You can check and edit the selection in the list. If |
+ | 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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{{ExpandImage|KUN-INT-EN-Bild2.png}} |
{{ExpandImage|KUN-INT-EN-Bild2.png}} |
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+ | == Change interest entries== <!--T:25--> |
| − | == Change interest entries== |
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Select an invoice and press OPEN if you want to change the interest entry. |
Select an invoice and press OPEN if you want to change the interest entry. |
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| − | + | == Reprint interest invoice == <!--T:16--> |
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If you use the invoice distribution for sending the invoice, you can search for it there. |
If you use the invoice distribution for sending the invoice, you can search for it there. |
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You can batch change that on several invoices. Select the invoices and press CHANGE |
You can batch change that on several invoices. Select the invoices and press CHANGE |
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[[Category:KUN-INT-EN]] |
[[Category:KUN-INT-EN]] |
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[[Category:Manuals]] |
[[Category:Manuals]] |
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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
