engprelfaktura

OF web portal - Preliminary Invoice
Log in the OF Web Site: www.officefactory.se.
Go to: Preliminary Invoice
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CREATE INVOICE
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.
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
When finished, press the button: Save invoice.
The invoice saved!

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
When the first invoice line is finished proceed in the same way with the next invoice 20.
Once all invoice lines are registered and ready, press save !
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.
Back in the preliminary invoice press save.
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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.
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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: *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 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.
Now the invoice is ready and can be sent to customers.


CREATE COMPANY / CUSTOMER
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.
To add a new customer press Add company.
Fill out the form
Företagsnr / id: Customer (do not collide with existing customer number)
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
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.