engprelfaktura

OF web portal - Preliminary Invoice
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Log in the OF Web Site: [www.officefactory.se|http://www.officefactory.se].
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Go to: Preliminary Invoice
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*CREATE INVOICE*
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To create a new invoice for an existing customer press *Add new invoice*.
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Fill out the information on the invoice header.
If you choose a project, linked data such as Assignment, company, payment terms, etc. is retrieved to the invoice header.
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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
Assignment: left blank if the invoice does not affect an assignment
Company no: fill in Company no on the client
Payer: (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 in the drop down menu.
VAT code: automatically retrieved from the customer card
Currency: automatically retrieved from the customer card
Exchange rate: automatically retrieved
Language: automatically retrieved (Swedish for domestic customers
and English for foreign customers)
Seller: select the seller from the drop down menu. - 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 order date: 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 template* (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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Now the invoice is ready and can be sent to customers.
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*CREATE COMPANY / CUSTOMER*
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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 company*.
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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 foreign clients
Moms: Select *25%* for domestic customers (Sweden)
Select *0% EU* foreign customers in the EU
Select *0%* for foreign non-EU customers
Currency: Select the currency that the customer will be billed in
Clients: Select *Domestic* customers for domestic customers (Sweden)
Select *Foreign EU* For EU Customers
Select *Foreign, non-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.