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*.

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

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