|
Key
This line was removed.
This word was removed. This word was added.
This line was added.
|
Changes (23)
View Page History
...
OF web portal - Preliminary Invoice \\
\\
\\
* CREATE INVOICE *
\\
To create a new invoice for an existing customer press * Add new invoice *.
!prelfaktura^worddav9a04f413c1e0cc3c84e9b3520cb8a879.png|height=53,width=174!\\ !prelfaktura^worddav5f6f8529ad797fae1f7d9c3ca6ed5162.png|height=311,width=554!\\
Fill out the information on the invoice header.
Fill out the information on the invoice header.
...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 *
\\ !prelfaktura^worddavf4fa92263ddc5b34622e4cf86164a2c2.png|height=275,width=554!
Please complete the following:
Please complete the following:
...\\ !prelfaktura^worddav55e68c09c88f054c2d6b444e709eebb0.png|height=157,width=554!
Enter the cost center as desired (see yellow arrow above).
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 *.
\\
Back in the preliminary invoice press save.
\\ !prelfaktura^worddav9f1004e5283532a2d04fec2ca2a2b93d.png|height=38,width=525!\\
Back in the preliminary invoice press save.
\\ !prelfaktura^worddav9f1004e5283532a2d04fec2ca2a2b93d.png|height=38,width=525!\\
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.
\\ !prelfaktura^worddavac97e872b87824f144b6061f4acd98c2.png|height=37,width=554!\\
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 *. *Delete invoice*.
\\
Once the invoice has the status * ready for billing * can preview invoice by pressing * Preview * invoice. *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.
\\
Select the invoice template and print the invoice.
Select the invoice template and print the invoice.
...\\
\\
\\
* CREATE BUSINESS / CONSUMER *
*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 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 business *. *Add company*.
\\
Fill out the form
Fill out the form
...Location: City
Country: Country
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*.
\\ !prelfaktura^worddav56a7b9939e7459eef658dc69f0f8d72c.png|height=267,width=554!\\
Now, customers should be created and saved.
Now, customers should be created and saved.
...