Difference between revisions of "Direct invoicing"
From Marathon Documentation
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| − | == Settings == |
+ | == Settings == <!--T:12--> |
The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab |
The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab |
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{{ExpandImage|ACC-DIN-EN-Bild1.png}} |
{{ExpandImage|ACC-DIN-EN-Bild1.png}} |
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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. |
* 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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* 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. |
* 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. |
* 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 == |
+ | == New clients == <!--T:15--> |
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. |
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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| − | == Prepare invoice == |
+ | == Prepare invoice == <!--T:16--> |
Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
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| − | == Create invoice template == |
+ | == Create invoice template == <!--T:17--> |
* 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. |
* 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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* The details from the article are entered and can be changed |
* The details from the article are entered and can be changed |
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* Save |
* Save |
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| − | == Print invoice == |
+ | == Print invoice == <!--T:19--> |
* Invoices are printed in the Invoicing tab. |
* 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. |
* 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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* 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. |
* 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 == |
+ | == Reverse invoice == <!--T:20--> |
Create a new invoice template with a negative amount if an invoice is to be credited. |
Create a new invoice template with a negative amount if an invoice is to be credited. |
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[[Category:ACC-DIN-EN]] |
[[Category:ACC-DIN-EN]] |
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[[Category: Accounting]] |
[[Category: Accounting]] |
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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.
