engprelfaktura

Version 2 by Emil Edebo
on apr 24, 2013 13:01.

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Current by Emil Edebo
on mar 25, 2022 16:37.

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OF web portal - Provisional Invoice

Go to: Preliminary Invoice (1)

Go to: Provisional Invoice
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*CREATE INVOICE*

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* CREATE INVOICE *
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To create a new invoice for an existing customer press * Add new invoice *. invoice*.(2)

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Fill out the information on the invoice header.

If you choose a project retrieved linked data such as mission, företagsnr, paying, payment terms, etc. to 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

Mission: Assignment: left blank if the invoice does not affect an assignment

Företagsnr / ID: fill in företagsnr / id on the client

Company no: fill in Company no 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, terms in the drop down menu.

VAT code: downloaded automatically retrieved from the customer card

Currency: downloaded automatically retrieved from the customer card

Exchange rate downloaded automatically

Exchange rate: automatically retrieved

Language: downloaded automatically retrieved (Swedish for domestic customers

and English for overseas 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

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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: order date: fill in the date of order - can be left blank

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 #)

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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 * *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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Once the invoice is ready for billing press: * Insert *Mark 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 * *Preliminary* by pressing the button: * Insert preliminary *. *Set to preliminary*. Then you can make changes to the bill again. If desired, you can delete the invoice by pressing the button: * Remove invoice *. *Delete invoice*.

Once the invoice has the status * ready for billing * can preview invoice by pressing * Preview * invoice. Select the invoice template and preview the invoice.

Once the invoice has the status *ready for billing* you can preview invoice by pressing *Preview invoice*. Select the invoice template and preview the invoice.

Once the invoice is completed and translated * ready for billing * print it by pressing the button: * Print Invoice *. After this, the invoice status * Invoiced *, *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.

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* CREATE BUSINESS / CONSUMER *

*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 business *. *Add company*.

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Fill out the form

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Location: City
Country: Country

Language: Select * Swedish * *Swedish* for domestic customers (Sweden)

Select * English * *English* for overseas foreign clients

Moms: Select * 25% * *25%* for domestic customers (Sweden)

Select * 0% * EU *0% EU* foreign customers in the EU

Select * 0% * *0%* for overseas foreign non-EU customers

Currency: Select the currency that the customer will be billed in

Clients: Select * Domestic * *Domestic* customers for domestic customers (Sweden)

Select * Utlänska ** EU * *Foreign EU* For EU Customers

Select * Utlänska *, * N ** EU * for non-EU customers

Select *Foreign, non-EU* for non-EU customers

Save the Customer by pressing the * Save *. *Save*.

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Now, customers should be created and saved.
Now you can begin billing for this customer.