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Should you create a manual invoice without projects and assignments then these fields are left blank, please complete the following:
Project: left blank if the invoice does not relate to a project
Mission: left blank if the invoice does not affect an assignment
Företagsnr / ID: fill in företagsnr / id on the client
Payers: (insert payers if there will be another consignee)
Billing type: select Detailed
Invoice: select Manual
Payment Terms: automatically retrieved from the customer card (consignee), but can be changed just for this invoice by selecting the payment terms, the drop
VAT code: downloaded automatically from the customer card
Currency: downloaded automatically from the customer card
Exchange rate downloaded automatically
Language: downloaded automatically (Swedish for domestic customers
and English for overseas customers)
Seller: select the seller from the drop - can be left blank
Our ref: enter the reference details - can be left blank
Your ref: fill in the reference details - can be left blank
Customer order no: fill in the order code - can be left blank
First day in period: left blank
The last day of the period: left blank
Internal Text: This text is not written on the invoice - read internally
External Text: This text is printed on the invoice to the customer
Customer's best dat: fill in the date of order - can be left blank
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When finished, press the button: * Save invoice *.
The invoice saved \!
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* Create invoice lines *
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Please complete the following:
Row # 10 (not filled automatically, manually enter the row #)
Item: fill in the item if it relates to an article left blank if it does not relate to Article
Number 1 is filled automatically, change the number of desired
Rate of exchange: price is automatically retrieved from the item register if item is completed, otherwise fill in the price that smokers
Unit Code: automatically retrieved from Article Directory, st (each) filled in automatically, modify if necessary
Project: select a project from the drop-if not leave blank
External Text: this text is printed on the invoice
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When the first invoice line is finished proceed in the same way with the next invoice 20.
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Once all invoice lines are registered and ready, press save \!
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For a closer look at each invoice tap the magnifying glass. If the item is to be charged a particular cost center or account etc.. does this to enter information (see yellow arrow) on the invoice line.
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Enter the cost center as desired (see yellow arrow above).
It is also possible to add the accounting model for revenue. Select a receipt template in the dropdown list * Posting Small * (eg a billing related to three months).
Save the changes by pressing the button: * Save invoice item *.
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Back in the preliminary invoice press save.
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Once the invoice is ready for billing press: * Insert ready for billing *. Changes in the invoice can not be done when the invoice is ready for billing.
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If desired, modifications can be made separately set back to * Preliminary * by pressing the button: * Insert preliminary *. Then you can make changes to the bill again. If desired, you can delete the invoice by pressing the button: * Remove invoice *.
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Once the invoice has the status * ready for billing * can preview invoice by pressing * Preview * invoice. Select the invoice template and preview the invoice.
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Once the invoice is completed and translated * ready for billing * print it by pressing the button: * Print Invoice *. After this, the invoice status * Invoiced *, which means that the invoice is completed and invoiced, and can not be changed.
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Select the invoice template and print the invoice.
Now the invoice is ready and can be sent to customers.
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* CREATE BUSINESS / CONSUMER *
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To create the invoice, the customer must be in the customer register. Is it a new client, we must first add the customer prior to billing.
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To add a new customer press * Add business *.
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Fill out the form
Företagsnr / id: Customer (do not collide with existing customer number) {anchor: _GoBack}
Company Name: Company Name
Street Address / PO Box: Address
Zip Code: Zip Code
Location: City
Country: Country
Language: Select * Swedish * for domestic customers (Sweden)
Select * English * for overseas clients
Moms: Select * 25% * for domestic customers (Sweden)
Select * 0% * EU foreign customers in the EU
Select * 0% * for overseas non-EU customers
Currency: Select the currency that the customer will be billed in
Clients: Select * Domestic * customers for domestic customers (Sweden)
Select * Utlänska ** EU * For EU Customers
Select * Utlänska *, * N ** EU * for non-EU customers
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Save the Customer by pressing the * Save *.
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Now, customers should be created and saved.
Now you can begin billing for this customer.
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