FAQ:PRO/Adjusting-Invoicing
| Published | unknown |
|---|---|
| Module | Project |
| Version | 546 |
| Revision | unknown |
- How do I open a project that has been closed?
Search the project in the Projects tab. Select status = All to see also closed projects. Select the project and click CHANGE STATUS. Press ACTIVATE and OK.
- Why can I not see the invoice in the Invoice tab?
Ensure that the check boxes "Only own" and "Only invoice text ready" are unchecked.
- I receive the message "Different sums in Invoice content and text", what does that mean?
The amounts in the invoice content and the amounts written in the invoice text have to agree; otherwise you can't print out the invoice. Invoice content is the amounts from WIP that you have chosen to invoice.
- I receive the message "Invoice content > WIP", What does that mean?
The invoice content is larger than the WIP in some part of the invoice. Open the invoice and deepen into the invoice content by double clicking all checked records in the content. Adjust it on the places where it is too large.
- I receive the error message : VAT exists (WIP) when I try to close a project.
Probably there are registered purchases without VAT that yet have been invoiced forward with VAT. Thus the project gets a VAT discrepancy. Change the VAT code of the project to "Domestic VAT free" and then back to "VAT domestic" to solve it.
- How do I credit/reverse an invoice?
Go to the tab Printed invoices in Invoicing and adjusting. Change the date in the field "Printed" if necessary. Select the invoice and click on REVERSE.
- I can't see any invoices in Printed invoices, why?
Maybe the box "Only own" is checked, and the invoice was created by someone else. You might also have to change the "Printed" date.
- How can I reprint an invoice?
You can do that in Invoicing and Adjusting in the tab Printed invoices. Select the invoice and click SHOW.
- Where do I adjust the WIP?
In Invoicing and Adjusting . If there already exists an invoice on the project, open it and click on ADJUST. Note that the invoice content boxes not shall be checked when adjusting. If there is no invoice, find the project, open it and click NEW ADJUSTMENT.
- Where can I see all project invoices that have been printed out during a certain period?
In Invoicing and Adjusting, tab Printed invoices. Select period in the field "Printed".
- Jag får meddelande ”Kan inte fakturera: konto XXXX saknas” när jag ska skriva ut en faktura.
Oftast beror det på att man fakturerar ett projekt med en momskod man inte använt tidigare. Konteringen styrs av momskoden. Är momskoden på projektet rätt kan du registrera kontot i kontoplanen, annars kan du byta momskod på projektet.
I receive an error message: "May not be closed: posting exists" when I try to close a project. There are one or several suppliers' invoices that has not been booked but posted on the project. Check the invoices in Accounting: Suppliers' invoices/Watch list.
- Why does the test print not show VAT?
If you haven't checked the invoice content boxes on the invoice, VAT will not be shown on test print. Also the project's VAT code could be incorrect.
- Varför kan jag inte radera ett projekt?
Ett projekt kan endast raderas om det inte finns något registrerat på projektet. Även flyttade transaktioner räknas som registrerade.
- Jag vill skicka mina fakturor per e-post, hur ställer jag in det?
I Basregister/Pro/Kunder/Projekt anger du en e-postadress på kunden i fliken Fakturadistribution, fältet E-post: original. Vid Typ väljer du E-post från listan. Fakturorna mailas efter fakturering iväg från Fakturadistribution.
- Jag har bytt momskod på kunden, men fakturan kommer ändå ut med fel moms?
Momskod är ingen synkroniserad uppgift, den måste ändras på projektet.
