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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| − | Interest invoicing is done in Accounting: Client invoices, tab Interest invoicing. |
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| − | + | Interest invoices are created in Accounting | Client invoices, Interest Invoices tab. |
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| − | Start |
+ | 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. |
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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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| − | {{ExpandImage|KUN-INT-EN-Bild1.png}} |
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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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| − | You can check and edit the selection in the list. If there is an invoice in the selection that not shall be sent, select the row and click in the column with a lock. Click again if you want to remove the lock . |
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| + | By selecting the invoice and clicking on ‘Open’, the interest record can be edited. |
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| + | ==Delete selection== |
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| − | {{ExpandImage|KUN-INT-EN-Bild2.png}} |
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| − | == |
+ | ==Print interest invoice== |
| + | Click on Print to print the interest invoice. All invoices included in the selection will be printed. |
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| − | Select an invoice and press OPEN if you want to change the interest entry. |
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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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| + | 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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| + | ==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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+ | ==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. |
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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. All invoices in the selection will be printed. Remove the check from Test invoice to print a sharp one. |
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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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| − | 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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| − | {{ExpandImage|KUN-INT-EN-Bild3.png}} |
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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.
