Difference between revisions of "Direct invoicing/nb"
From Marathon Documentation
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| + | <htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag> |
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| − | = Grunnopplysninger= |
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| + | == Settings == |
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| − | *Opprett nye kunder i Grunnregister/Kun/Kunder. Hvis kunden også skal ha prosjekter i PRO er det bedre at kunden opprettes der; på den måten får man inn kunden i alle registre samtidig: Grunnregister/PRO/Kunder/Prosjekt. |
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| + | The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab |
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| + | {{ExpandImage|ACC-DIN-EN-Bild1.png}} |
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| − | *Innstill mva. -parametrene i Grunnregister/Dfa/Parametrer, dersom dere bruker flere mva. - satser. Hvis du vil at Mva. -satsene skal spesifiseres på fakturaen, bruk da layout 3 (fliken Fakturering). Registrering inkl. Mva innebærer at mva: en inkluderes i artikkelprisen. |
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| + | * Register Articles. Write amount and unit price if it shall be shown on invoice; if not, write price only. Enter VAT and whether it shall be shown on invoice. Enter the revenue account to be used for the article and, if applicable, the cost centre/cost object. |
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| − | *Inntast Avsender i Grunnregister/Dfa/Avsender. |
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| + | * Enter the sender’s details and, if applicable, fill in the sender’s details in the parameters if these are to appear as a default on the invoice. |
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| + | * Set the parameters and enter the VAT parameters in the VAT tab if different VAT rates are to be applied. |
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| + | == New clients == |
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| − | *Inntast Artikler (salgskoder) i Grunnregister/Dfa/Artikler. Angi navn. Du kan bruke alle tre tekstfelter; de skrives ut på fakturaen. Du må også angi antall og á pris, hvis de skal vises på fakturaen. Ellers er det nok med kun prisen. Avkryss evt. Mva og hvis Mva:en skal vises ved utskrift. Angi den inntektskonto, som skal gjelde for artikkelen og ev Kostnadsbærer og -sted. |
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| + | Add new clients in Accounting | Backoffice | Base registers, under the Sales ledger tab. If the client is also to be included in project accounting, add them there instead, as there is a integration from there to the sales ledger. |
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| − | *Forslag avsender kommer ut på fakturaen hvis du har angitt navnet inne i 05-10-10. denne posten kan brukes f eks som Vår referanse. |
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| + | == Prepare invoice == |
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| + | Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
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| + | == Create invoice template == |
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| − | = Fakturaen skapes i Økonomi/Direktefakturering= |
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| + | * Start by selecting the client on the left and create a client invoice template by clicking the New button in the list on the right. |
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| + | {{ExpandImage|ACC-DIN-EN-Bild2.png}} |
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| − | *Velg kunde |
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| − | *Skap ny fakturamal med knappen NY i listen, til venstre |
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| + | * Select the sender who is your contact on the invoice |
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| − | *Velg avsender (vises som Vår referanse på fakturaen) |
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| + | * Client contact is the contact person at the client |
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| − | *Kundekontakt er kontaktperson hos kunden |
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| + | * Enter first invoice date |
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| − | *Skriv inn ”første fakturadato” - da den første fakturaen ska sendes. |
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| + | * Select one of the options for Thereafter repetition per |
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| − | *”Deretter repetisjon pr.”: Velg et av alternativene. |
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| + | * Enter the number of invoicing times. You can enter 999, in which case invoices will be printed until the template is deactivated by unchecking the Active box. |
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| − | *Antall faktureringer - angi 999 for fakturering inntil videre, 0 for ingen fakturering eller antall planlagte faktureringer |
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| + | * Go to the Invoice row tab to enter text and amounts. |
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| − | * Kundefordringskonto og betalingsvilkår kan endres her, hvis nødvendig. |
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| − | *Spesiell fakturatekst - tekst som vises på alle fakturaer |
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| + | {{ExpandImage|ACC-DIN-EN-Bild3.png}} |
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| − | *Sperret - kryss av dersom du ikke lenger ønsker å bruke malen, men lagre den til senere bruk |
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| − | |||
| + | * Fetch Article |
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| − | Gå til fliken Fakturarader for å registrere tekst og beløp. |
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| + | * The details from the article are entered and can be changed |
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| − | |||
| + | * Save |
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| − | Skriv inn teksten ved å hente opp registrerte artikler og angi antall og á pris (hvis det skal femgå på fakturaen)og beløp. Velg MVA og angi inntekskonto, dersom den ikke er blitt angitt før. |
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| + | == Print invoice == |
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| − | |||
| − | + | * Invoices are printed in the Invoicing tab. |
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| + | * Select New selection and enter To invoice date. Enter further details to narrow down the selection. Click Start and a suggestion will be generated. |
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| + | * The Delete button removes the entire selection. |
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| + | * Click on Print and select Test print or sharp print. When you select sharp print, the invoices are sent via the Invoice Distribution system, provided the relevant settings have been configured. |
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| + | == Reverse invoice == |
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| − | If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well. |
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| + | Create a new invoice template with a negative amount if an invoice is to be credited. |
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| − | Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number. |
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| + | [[Category:ACC-DIN-EN]] |
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| − | You can then edit the selection by deselect invoices with the checkbox to the left. Use button Cancel selection if you wish to cancel all the whole selection. |
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| − | [Category: |
+ | [[Category: Accounting]] |
| − | [Category: |
+ | [[Category:Manuals]] |
| − | [category: Manuals] |
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Latest revision as of 08:43, 30 June 2026
Contents
Settings
The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab
- Register Articles. Write amount and unit price if it shall be shown on invoice; if not, write price only. Enter VAT and whether it shall be shown on invoice. Enter the revenue account to be used for the article and, if applicable, the cost centre/cost object.
- Enter the sender’s details and, if applicable, fill in the sender’s details in the parameters if these are to appear as a default on the invoice.
- Set the parameters and enter the VAT parameters in the VAT tab if different VAT rates are to be applied.
New clients
Add new clients in Accounting | Backoffice | Base registers, under the Sales ledger tab. If the client is also to be included in project accounting, add them there instead, as there is a integration from there to the sales ledger.
Prepare invoice
Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab.
Create invoice template
- Start by selecting the client on the left and create a client invoice template by clicking the New button in the list on the right.
- Select the sender who is your contact on the invoice
- Client contact is the contact person at the client
- Enter first invoice date
- Select one of the options for Thereafter repetition per
- Enter the number of invoicing times. You can enter 999, in which case invoices will be printed until the template is deactivated by unchecking the Active box.
- Go to the Invoice row tab to enter text and amounts.
- Fetch Article
- The details from the article are entered and can be changed
- Save
Print invoice
- Invoices are printed in the Invoicing tab.
- Select New selection and enter To invoice date. Enter further details to narrow down the selection. Click Start and a suggestion will be generated.
- The Delete button removes the entire selection.
- Click on Print and select Test print or sharp print. When you select sharp print, the invoices are sent via the Invoice Distribution system, provided the relevant settings have been configured.
Reverse invoice
Create a new invoice template with a negative amount if an invoice is to be credited.
