Direktefakturering

Direktefakturering bruges til at periodisere faktureringen i intervaller.

Grundoplysninger:

• 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.

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]