|
Key
This line was removed.
This word was removed. This word was added.
This line was added.
|
Changes (15)
View Page HistoryOF web portal - Preliminary Invoice
Go to: Preliminary Invoice (1)
\\
Log in the OF Web Site: [www.officefactory.se|http://www.officefactory.se].
\\
Go to: Preliminary Invoice
\\ !prelfaktura^worddav392ac82093b82ea971643d57d083547d.png|height=285,width=554!\\
\\
\\
\\ !prelfaktura^worddav392ac82093b82ea971643d57d083547d.png|height=285,width=554!\\
\\
\\
*CREATE INVOICE*
\\
\\
To create a new invoice for an existing customer press *Add new invoice*.(2)
!prelfaktura^worddav9a04f413c1e0cc3c84e9b3520cb8a879.png|height=53,width=174!\\ !prelfaktura^worddav5f6f8529ad797fae1f7d9c3ca6ed5162.png|height=311,width=554!\\
\\ !prelfaktura^noname.png|width=500!\\
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.
If you choose a project, linked data such as Assignment, company, payment terms, etc. is retrieved to the invoice header.
...
\\ \\
*Create invoice lines*
*Create invoice lines*
\\ !prelfaktura^worddavf4fa92263ddc5b34622e4cf86164a2c2.png|height=275,width=554!
Please complete the following:
Row # 10 (not filled automatically, manually enter the row #)
Row # 10 (not filled automatically, manually enter the row #)
...\\
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.
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.
\\ !prelfaktura^worddav55e68c09c88f054c2d6b444e709eebb0.png|height=157,width=554!
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).
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).
...\\
Back in the preliminary invoice press save.
Back in the preliminary invoice press save.
\\ !prelfaktura^worddav9f1004e5283532a2d04fec2ca2a2b93d.png|height=38,width=525!\\
Once the invoice is ready for billing press: *Mark ready for billing*. Changes in the invoice can not be done when the invoice is ready for billing.
\\ !prelfaktura^worddavac97e872b87824f144b6061f4acd98c2.png|height=37,width=554!\\
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: *Delete 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*, which means that the invoice is completed and invoiced, and can not be changed.
\\
Select the invoice template and print the invoice.
Select the invoice template and print the invoice.
...\\
Save the Customer by pressing the *Save*.
Save the Customer by pressing the *Save*.
\\ !prelfaktura^worddav56a7b9939e7459eef658dc69f0f8d72c.png|height=267,width=554!\\
Now, customers should be created and saved.
Now you can begin billing for this customer.
Now you can begin billing for this customer.