Difference between revisions of "Pre-invoicing/nb"
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Velg kunde, mulig produkt og skriv valgfri beskrivelse. Beskrivelsen er intern og vises kun i akontofakturalisten. |
Velg kunde, mulig produkt og skriv valgfri beskrivelse. Beskrivelsen er intern og vises kun i akontofakturalisten. |
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| + | == Skap akontofaktura == |
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| − | == Create the pre-invoice invoice == |
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| + | I akontofakturaen, under overskriften Akontofaktura, velg {{btn|Ny}} og utfyll feltene Fakturadato og Forfallsdato. Referansenummeret skrivs ut på fakturaen, men er ellers ikke knyttet til budgettet sin referanse. Skriv tekst og beløp og velg eventuell Mva. Lagre. |
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| − | In the pre-invoice, under the tab Pre-invoices, select {{btn|New}} and complete the fields Invoice date and Du date. The reference number will be printed on the invoice but is otherwise not connected with the reference number of the plan. Write text and amount and select possible VAT. Save. |
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| + | Under overskriften "Avregnes mot" kan dy knytte akontofakturaen til en innrykksdato, en kampanje, et budsjett eller en ordre, som akontoen må avregnes mot. |
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| − | In ”Deduction from” you can connect the pre-invoice with insertion date, campaign, plan and order, from where the pre-invoice will be deducted. |
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| + | Feltet "Avregn alt" avregner fra alle innrykk som tilhører ordren. |
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| − | The field ”Deduct all” deducts the pre-invoice from all insertions belonging to the order. |
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| + | Huisk, at det ikke er mulig å avregne akonto fra en annen kunde. |
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| − | Note, that it is not possible to deduct a pre-invoice from another client. |
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== Print the invoice == |
== Print the invoice == |
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Revision as of 14:37, 5 February 2020
Contents
Akontofakturering
Skap nytt akonto
IMedia: Fakturering/Akontofaktura, velg Ny. Velg kunde, mulig produkt og skriv valgfri beskrivelse. Beskrivelsen er intern og vises kun i akontofakturalisten.
Skap akontofaktura
I akontofakturaen, under overskriften Akontofaktura, velg Ny og utfyll feltene Fakturadato og Forfallsdato. Referansenummeret skrivs ut på fakturaen, men er ellers ikke knyttet til budgettet sin referanse. Skriv tekst og beløp og velg eventuell Mva. Lagre. Under overskriften "Avregnes mot" kan dy knytte akontofakturaen til en innrykksdato, en kampanje, et budsjett eller en ordre, som akontoen må avregnes mot. Feltet "Avregn alt" avregner fra alle innrykk som tilhører ordren. Huisk, at det ikke er mulig å avregne akonto fra en annen kunde.
Print the invoice
Go to Media: Invoicing/Pre-invoice to print the invoice.
Deduct
In Media: Invoicing/Pre-invoice, you can see in the column ”Rem” the amount that remains to be deducted per pre-invoice. The column ”Deduction from” shows the amount for those insertions connected to the pre-invoice. It is alsp possible to see previously deducted, invoice number, description, currency, etc. There are two ways to deduct:
1
If the client agreement is set to ”Current pre-inv deduction”, the pre-invoice is deducted in Media: Invoicing/Invoicing. (Select ”Current invoicing by checking/unchecking the field). Current pre-invoice deduction is a complex function that requires attention. Otherwise the risk of unwanted pre-invoice deduction is high.
At the time of invoicing, an automatic deduction of the pre-invoiced is done. The remaining amount is saved to the next time that something connected to the pre-invoice shall be deducted. The system starts with the oldest pre-invoice. If there is nothing that corresponds with the terms for the pre-invoice, the system continues with the next one. A problem can occur if you have both general pre-invoices (not connected to certain plans/orders) and pre-invoices locked to specific plans. When deducting general pre-invoices, the system does not take the locked ones in account but deducts from everything that is possible.
The terms for pre-invoices are set per invoice only. That means that if one of the orders in the invoice agrees with the terms, the whole invoice amount will be deducted, not the order’s amount. To avoid this, you can split the invoice with settings in System: Base registers/MED/Clients/Invoicing, see image.
2
If the client agreement is not set to Current deduction of pre-invoiced, the invoice and deduction is made in Media: Invoicing/Pre-invoice deduction. Select pre-invoice to deduct. The deduction is taken from what’s stated in “Deduction from” on the pre-invoice. Possible excesses and deficits are invoices as debit- or credit invoices and the pre-invoice is set off
