Invoice is pending

If you check this option, the invoice basis will automatically become "pending" (status 3) when the delivery is made to the customer in question. A pending invoice cannot be approved or printed without first changing the status of the invoice basis to status 1 (For invoicing).

By using the system setting Status "Pending" as default status on invoice basis for new customers, you can decide that the checkbox Invoice is pending is activated by default for new customers.

Comprehensive invoice

Here you can choose if it should be possible to print a comprehensive invoice containing several invoice bases for the customer. For it to be possible to create a comprehensive invoice, the invoice bases must have the same:

• invoice status
• customer number, invoice
• invoice type
• currency
• exchange rate (if the orders have forward rate)
• setting regarding Invoicing charge
• payment term
• payment term text (when there is a manually entered payment term)
• credit period (when there is a manually entered payment term)
• printing method
• invoice address
• e-mail recipient (when e-mailing the invoice).

The following terms must also be fulfilled:

• the customer cannot be a stray customer (occasional customer)
• the invoices cannot be credit invoices
• the invoice bases cannot be linked to an invoicing plan (however, delivery invoice within the same order number can be used in comprehensive invoice).

Invoicing charge

Check the box if an invoicing charge should be added to the invoices to the customer. The amount of the invoicing charge is decided with the system setting Amount of invoicing charge.

Payment reminder

For new customers this setting is checked by default, meaning that payment reminders will be printed. You can modify this for the customer in question. You register payment reminder texts in the Document texts procedure.

Reminder fee

Check the box if the customer should be charged a reminder fee. With the system setting Amount of payment reminder fee you enter which amount which should apply for the reminder. A reminder fee is charged only on interest invoices to the customer.

Rounding

Determines if rounding should be applied on the amount. Decimals 1–49 will be rounded down, and decimals 50–99 will be rounded up.

By using the system setting Default rounding for new customer, you can decide that the checkbox Rounding is activated by default for new customers.

Factoring

With this setting you can determine if the customer should be invoiced via bank or via a factoring company. That is, when you e.g. sell your invoices (accounts receivable) to a bank or a company which will then take care of your claim. In the Bank settings procedure you register the factoring company’s bank account. There you can also configure if the bank account number should be shown in the document footer, and thereby replace the company’s own bank account.

A plugin for factoring must also be installed and then this setting will be activated by default when you register a new customer.

The settings for e-invoice requires that the option for e-invoice for the specific service supplier is installed. Today there is support in MONITOR G5 for Peppol BIS 3.0.

Use e-invoice

With this checkbox you determine if the customer should be invoiced via e-invoice.

E-invoice address (EIA)

Here you enter the customer's e-invoice address, based on which e-invoice address ID you select in the next field. E-invoice address can for example be the customer's Corporate ID number or the VAT number.

E-invoice address ID (EAID)

Here you select an option for the customer's e-invoice address ID. If you choose Swedish VAT number and the customer's VAT registration number has been entered in the box Miscellaneous, the number will automatically be entered in the field E-invoice address (EIA) above.