Invoicing

Invoice type

Here you decide which invoice type that should be used when the order is invoiced. The available options are: Invoice, Internal invoice, Cash receipt, and Interest invoice. The default invoice type is determined by the order type and the payment terms registered in the Terms procedure.

• Invoice – A normal customer invoice.
• Internal – This invoice type is for internal use to handle sales of internal customer orders. For example when withdrawing goods for an exhibition or a trade fair, and you want to create a stock withdrawal and a delivery note for this. But you only want to record the invoice as internal sales and not send it to the customer. In many cases you use an internal customer number on the order (referring to the own company or departments in the company). You might also use it when dealing with internal invoicing between group companies.
• Cash receipt – This invoice type is used when making sales where you receive payment directly in connection to when you approve and print the invoice, for example when selling in a store. It can also concern orders where the customer pays using credit cards. For this invoice type you must also select a payment method. If you select Cash receipt you must also select a payment method in the next field.
• Service – This invoice type is used for service tax invoice.
• Debit note – This invoice type is used for e.g. price adjustment.
• Interest – This invoice type is used to charge interest. Read more about charging interest in the topic Interest invoicing.

Payment method

If the invoicing should be done as cash receipt, select one of the payment methods of the Manual payment type. This field is mandatory.

Cause code

For the invoice type Debit note, you must select a cause code. Cause codes for Debit note must first be registered in the Cause codes procedure.

Credit

Here you determine if the invoice should be a credit invoice. If you check this box, the field Crediting of invoice number will become activated, and you can select the invoice to be credited.

Partial invoice type

If the invoice is included in an invoicing plan, you will here see the type of the partial invoice. The following partial invoice types are available: Advance, Delivery, and In arrears.

Invoice number

The invoice number is displayed here for an existing invoice basis which has been approved for invoicing.

Credited by invoice number

If the above mentioned invoice number is credited, you will here see the invoice number of the credit invoice.

Crediting of invoice number

If the Credit setting is activated, you can here select the invoice which will be credited. A window will then open where you can select the invoice rows to be credited and enter a new price if the price is to be credited. Rows selected in the window will be copied to the credit invoice and you can then adjust most of the main information and invoice rows, e.g. if the quantity on a row should be credited. If you try to credit an invoice which has already been credited, a warning will appear in the validation window.

Comprehensive invoice

With this setting you can decide if all delivered orders for the customer in question should be gathered in one single invoice. This setting is activated by default if it is activated for the customer in the customer register. However, you can change this for an invoice you are registering.

Invoicing charge

With this checkbox you determine is an invoicing charge should be added on the invoice. This setting is activated by default if it is activated for the customer in the customer register. However, you can change this for the invoice you are registering. The amount of the invoicing charge is entered by the system setting Amount of invoicing charge. With the system setting Only apply invoicing charge if invoice value is less than you determine that an invoicing charge only will be added to invoices where the invoice amount is less than what is entered in the field.