Invoice

INVOIC (Invoice) The INVOIC message claiming payment for goods or services supplied under conditions agreed between the seller and the buyer. General usage * A seller may invoice for one or more transactions. * An invoice may refer to goods, items or services related to one or more orders, delivery instructions, call-offs, etc. * An invoice may contain references to payment terms.

It is recommended to create an invoice from a delivery. Go to "Orders" - "Delivery". Click on the "Despatch advice number" for the delivery to be invoiced. Click "Create invoice draft". A pop-up window appears. Click "Create new invoice draft". A new pop-up window appears. Click, and enter a "New invoice number". Click "OK". An "Invoice draft" will be created. Add any values that is required by the recipient. Click "Validate" to see if the invoice will pass the recipients requirements. Click "Send". A pop-up window appears. Click "Yes" to send the invoice.

Click the pen icon under the "Supplier" tab to start editing. The fields will be editable. Scroll down to "Account". Click the "Add account" icon. An account row will be added. Click to select another "Type" if needed. Enter a "Value". Click the padlock icon to save the changes. The "Account" information will be added.

It is recommended to create an invoice from a delivery. Go to "Orders" - "Delivery". Click on the "Despatch advice number" for the delivery to be invoiced. Click "Create invoice draft". A pop-up window appears. Click "Create new invoice draft". A new pop-up window appears. Click, and enter a "New invoice number". Click "OK". An "Invoice draft" will be created.

Click "Send" to start sending the invoice. A pop-up window appears. Click "Yes" to send the invoice.

Follow these steps for a guide on how to create and send an "Invoice": * How to create an "Invoice draft" from a "Delivery"? * How to select "Invoice date" in an "Invoice draft"? * How to "Add account" to an "Invoice draft"? * How to "Set tax on all lines" in an "Invoice draft"? * How to "Validate" an "Invoice draft"? * How to "Send" an "Invoice"?

Click "Validate" to see if the invoice will pass the recipients requirements.

Click "Select date" to start selecting an "Invoice date". A calendar will be shown. It´s possible to select year and month... ...and day to select the date. The date will be selected.

To start to set tax on all lines, click "Set tax on all lines". A pop-up window appears. Enter a value for the tax to be set. Click "OK". "Tax (%)" will be added on all lines.

It´s possible to define "Terms of payment" in three ways: * Due date net * Due days net * Terms of payment in plain text Note that different recipients may require different ways of defining the payment terms. Due day net To start setting a "Due date net", click "Select date". A calendar will be shown. It´s possible to select year and month... ...and day to select the date. The date will be selected. Due days net Click the field for "Due days net" to start adding number of days. Add the number of days, manually or by using the up and down arrows. The number of days will be added. Terms of payment in plain text Click the field for "Terms of payment in plain text" to start entering a text. Enter the text. The text will be added.

It´s possible to define "Payment discount" in two ways: * Date * Number of days Adding the percentage under "Discount". Note that different recipients may require different ways of defining the payment discount. Date To start setting a "Date", click "Select date". A calendar will be shown. It´s possible to select year and month... ...and day to select the date. The date will be selected. Number of days Click the field for "Number of days" to start adding number of days. Add the number of days, manually or by using the up and down arrows. The number of days will be added. Discount Click the field for "Discount" to start adding the discount percentage. Add the discount percentage, manually or by using the up and down arrows. The discount will be added.

To start set discount on all lines, click "Set discount on all lines". A pop-up window appears. Enter a value for the discount to be set. Click "OK". "Discount (%)" will be added on all lines.

Click on the field for "Total tax amount in book keeping currency" under "Taxes". Enter the total tax amount in book keeping currency. The amount will be added.

Click on the field for "Code". Enter the code for the taxes, for example "VAT". The code will be added.