FAQ:PRO/Adjusting-Invoicing
| Published | unknown |
|---|---|
| Module | Projects |
| 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 shall not 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".
- I receive an error message: " Can not invoice: account xxxx missing" when I am trying to print out an invoice.
Normally the reason is that you are invoicing a project with a VAT code that hasn't been used before. The posting depends on the VAT code. If the VAT code on the project is correct, you can register it in the chart of accounts; if not, change it on the project.
- 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.
- Why can't I delete a project?
A project can only be deleted if nothing has been registered on it. Also moved transactions count as registered.
- I want to send my invoices by e-mail, where do I find settings for that?
In System: Base registers/PRO/Clients/projects, tab Invoice distribution, field "E-mail: original". Write the e-mail address in the field and select type: E-mail in the list. After invoicing the invoice will be sent by e-mail from the Invoice distribution.
- I have changed the client's VAT code, but the old one remains on the invoice?
VAT code is not a synchronised field; you have to change it on the project as well.
- I get an error: Could not save: Exists already (client) when I try to save the invoice client. Why?
The invoice client has to have another code that the client has, otherwise saving is not possible.
