Difference between revisions of "Direct invoicing/da"
From Marathon Documentation
(Updating to match new version of source page) |
|||
| Line 1: | Line 1: | ||
| + | <htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag> |
||
| − | Direktefakturering bruges til at fakturere samme beløp i intervaller. |
||
| + | == Settings == |
||
| − | = Grundoplysninger:= |
||
| + | The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab |
||
| + | {{ExpandImage|ACC-DIN-EN-Bild1.png}} |
||
| − | *Indtast nye kunder i Basisregister/SL/Kunder. En kunde med jobs bør i stedet indtastes i Basisregister/Job/Kunder/Jobs, da der er en forbindelse derfra til bogføringen. |
||
| − | *Indstil momsparametre i Basisegister/Dfa/Parametre, fanen VAT, hvis du har flere momssatser. Registrering inkl. moms betyder, at momsen er inkluderet i artikelprisen. Hvis du vil have momssatserne angivet på fakturaen, skal du bruge layout 3 i fanen Fakturering. |
||
| − | *Indtast afsender i Basisregister/Dfa/Afsender. |
||
| − | *Indtast artikler (salgskoder) i Basisregister/Dfa/Artikler. Skriv navn og evt. tekst (alle tre tekstfelter kan bruges og udskrives på fakturaen). Hvis mængde a og enhedspris skal vises på fakturaen, skal du angive det, ellers skal du bare indtaste en pris. Vælg, om der skal anvendes moms, og om det i så fald skal vises i udskriften. Vælg indtægtskonto og evt. omkostningssted/omkostningsbærer. |
||
| − | *Afsender vil blive foreslået på fakturaen, hvis afsendernavn er angivet i Basisregister/Dfa/Parametre, fanebladet Registrering. Afsender kan bruges som Vores reference. |
||
| + | * 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 == |
||
| − | = Fakturaen er lavet i Økonomi/Direktefakturering:= |
||
| + | 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 == |
||
| − | *Vælg kunde |
||
| + | Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
||
| − | *Opret ny fakturaskabelon med knappen NY i listen til højre |
||
| − | *Vælg afsender (vises som Vores reference på fakturaen) |
||
| − | *Kundekontakt er kundens referenceperson. |
||
| − | *Vælg "Første fakturadato" - hvornår den første faktura skal sendes. |
||
| − | *"Derefter repetition pr."- vælg interval for afsendelse af faktura |
||
| − | *Faktureringer - skriv 999 for fakturering indtil videre, 0 for ingen fakturering eller antal planlagte faktureringer. |
||
| − | * Kundefordringskonto, betalingsbetingelser. Kan ændres, hvis det er nødvendigt. |
||
| − | *Speciel fakturatekst - en tekst, der vises på alle fakturaer. |
||
| − | *Spærret - marker, hvis du ikke længere vil bruge skabelonen, men gemme den til fremtidig brug. |
||
| + | == Create invoice template == |
||
| − | Gå til fanen Fakturalinier for at registrere tekst og beløb |
||
| + | * 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. |
||
| + | {{ExpandImage|ACC-DIN-EN-Bild2.png}} |
||
| − | Skriv teksten ved at hente registrerede artikler, indtast antal og enhedspris (hvis det skal stå på fakturaen) og beløb. Vælg moms og indtast indtægtskonto, hvis den ikke er indtastet før. |
||
| ⚫ | |||
| + | * 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. |
||
| + | {{ExpandImage|ACC-DIN-EN-Bild3.png}} |
||
| − | Udskriv fakturaerne i fanen Fakturering. |
||
| + | |||
| + | * 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 == |
||
| − | Hvis du har valgt alternativ 1-4 i " Derefter repetition pr.", vil fakturaen også være inden for de fremtidige valg. |
||
| + | Create a new invoice template with a negative amount if an invoice is to be credited. |
||
| ⚫ | |||
| − | Foretag et valg med fakturadato. Du kan også afgrænse markeringen med afsender, kundenummer og/eller aktuelt nummer. |
||
| + | [[Category:ACC-DIN-EN]] |
||
| − | Du kan derefter redigere valget ved at fravælge fakturaer med afkrydsningsfeltet til venstre. Brug knappen Makuler, hvis du ønsker at annullere hele valget. |
||
| − | [[ |
+ | [[Category: Accounting]] |
| − | [[ |
+ | [[Category:Manuals]] |
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.
