Difference between revisions of "Direct invoicing/sv"
From Marathon Documentation
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| − | Direktfakturering används för att fakturera samma belopp i återkommande intervall. |
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| + | == Settings == |
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| − | = Grunduppgifter:= |
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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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| − | *Lägg upp nya kunder i Basregister/Kun/Kunder. Om kunden även ska finnas i projektredovisningen, så läggs den upp i Basregister/Pro/Kunder/Projekt istället eftersom det finns en koppling därifrån till kundreskontran. |
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| − | *Ställ in momsparametrar i Basregister/Dfa/Paramterar i fliken Moms om det är så att du har flera momssatser. Registrering inkl. moms innebär att momsen inkluderas i artikelpriset. Om du vill att momssatserna ska specificeras på fakturan ska layout 3 (flik Fakturering i Parametrarna) användas. |
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| − | *Registrera in Avsändare i Basregister/Dfa/Avsändare. |
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| − | *Registrera in Artiklar i Basregister/Dfa/Artiklar. Ange benämning och eventuell text (alla tre textfält kan användas och skrivs ut på fakturan). Om antal och á-pris skall visas på fakturan fyller du i det, annars bara ett pris. Ange moms och om momsen skall visas vid utskrift. Ange det intäktskonto som skall gälla för artikeln och ev. kostnadsställe/kostnadsbärare. |
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| − | *Förslag avsändare kommer ut på fakturan om man fyllt i namnet inne i Basregister/Dfa/Parametrar fliken Registrering. Denna post kan användas som vår referens. |
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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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| + | * 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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| − | = Fakturan görs i Ekonomi/Direktfakturering:= |
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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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| + | == Prepare invoice == |
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| − | *Markera kunden |
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| + | Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
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| − | *Skapa en fakturamall genom att trycka Ny i listan till höger. |
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| − | *Välj avsändare (avsändare blir Vår referens på fakturan) |
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| − | *Kundkontakt är kundens kontaktperson |
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| − | *Nästa fält som ska fyllas i är ”första fakturadatum” - när den första fakturan ska skickas iväg |
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| − | *Därefter repetition per - med vilket intervall fakturan ska skickas |
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| − | *Antal faktureringar - skriv 999 för fakturering tills vidare, 0 för ingen fakturering eller det antal faktureringar som planeras att göras |
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| − | *Kundfordringskonto, Betalningsvillkor - kan ändras om det ska vara annorlunda än kundens normalinställning |
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| − | *Spärrad - kryssa i om fakturamallen inte ska användas längre men ända sparas för framtida bruk |
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| + | == Create invoice template == |
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| − | Gå till fliken Fakturarader för att registrera text och belopp. |
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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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| − | Fyll i texten genom att hämta upp registrerade artiklar, ange antal och á-pris (om det ska visas på fakturan) och belopp. Välj moms och ange intäktskonto om det inte redan är ifyllt. |
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| + | |||
| + | * Select the sender who is your contact on the invoice |
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| + | * Client contact is the contact person at the client |
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| + | * Enter first invoice date |
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| + | * Select one of the options for Thereafter repetition per |
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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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| + | * Go to the Invoice row tab to enter text and amounts. |
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| + | {{ExpandImage|ACC-DIN-EN-Bild3.png}} |
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| − | Skriv ut fakturorna i fliken Fakturering. |
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| + | |||
| + | * Fetch Article |
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| + | * The details from the article are entered and can be changed |
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| + | * Save |
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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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| − | Gör ett urval där du anger t o m fakturadatum. Du kan också specificera ditt urval ytterligare om du vill, genom att ange avsändare, kundnummer och/eller löpnummer |
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| + | Create a new invoice template with a negative amount if an invoice is to be credited. |
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| − | Du har sedan möjlighet att redigera urvalet genom att kryssa ur rutan till vänster om fakturorna i listan. Med knappen Makulera tas hela urvalet bort. |
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[[Category: Accounting]] |
[[Category: Accounting]] |
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| + | [[Category:Manuals]] |
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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.
