Revision as of 10:02, 31 August 2023

Direktefakturering bruges til at periodisere faktureringen i intervaller.

Company information:

• Enter new clients in Base registers/SL/Clients. A client with projects should instead be entered in Base register/Pro/Clients/Projects since there is a connection from there to the sales ledger
• Set VAT parameters in Base registers/Din/Parameters, tab VAT, in case you have several VAT rates. Registration includes VAT means that VAT is included in the article price. If you want the VAT rates to be specified on the invoice, use layout 3 in the Invoicing tab.
• Enter Sender in Base registers/Din/Sender.
• Enter Articles (sales codes) in Base registers/Din/Articles. Write name and possible text (all three text fields can be used and printed out on the invoice). If quantity a and unit price shall be shown on the invoice, state it, otherwise just enter a price. Select whether VAT shall be used and in that case it if shall be shown in the printout. Select revenue account and possible cost centre/cost object.
• Sender will be suggested on the invoice if sender name has been stated in Base registers/Din/Parameters, tab Registration. Sender can be used as Our reference.

The invoice is made in Accounting/Direct invoicing:

• Select client
• Create new invoice template with the button NEW in the list to the right
• Select sender (shown as Our reference on the invoice)
• Client contact is the Client's reference person.
• Select “First invoice date" - when the first invoice shall be sent.
• "Thereafter repetition per"- select interval for sending invoice
• Invoicings - write 999 for invoicing until further notice, 0 for no invoicing or number of planned invoicings
• Trade debtor's account, terms of payment. Can be changed if necessary.
• Special invoice text - a text that will be shown on all invoices
• Blocked - check if you no longer want to use the template but save it for future usage

Go to the tab Invoice rows to register text and amount

Write the text by fetching registered articles, enter quantity and unit price (if it shall be on the in-voice) and amount. Select VAT and enter revenue account, if it hasn’t been entered before.

Print the invoices in the tab Invoicing.

If you have chosen alternatives 1-4 in ”Thereafter repeat per”, the invoice will be within the future selections as well.

Make a selection with invoice date. You can also delimit the selection with sender, client number and/or current number.

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. [Category:ACC-DIN-EN] [Category: Accounting] [category: Manuals]