Partial Invoice Rows

Each row in the invoicing plan on a quote represents a partial invoice.

Number (No.)

Here you enter the order of the partial invoice in the invoicing plan, that is, the partial invoice on row 1 will be sent first, etc. In the invoicing plan on a customer order you will also find a color coding in this column. This color coding describes if the partial invoice has been delivered or not, as well as if the invoicing is started or finished.

Partial Invoice Type

In the partial invoice type column you will see the invoice type:

• In advance - the invoice will be sent before the order is delivered. In advance invoices including VAT will be managed in a special way regarding VAT accounting. The VAT will be recorded during the payment instead of during the invoice registration. One invoice is created for each in advance partial invoice.
• Delivery - the invoice will be sent when the order is delivered. This invoice will actually be a "regular" invoice basis which is created during the delivery reporting. Partial invoices of type "Advance" and "Subsequent" will automatically be deducted from this invoice (depending on deduction). This partial invoice type may generate several invoices for the same partial invoice number. This can occur when several partial deliveries are made for a customer order and you have selected that an invoice shall be sent for each partial delivery.
• Subsequent - the invoice will be sent separately in arrears, for example when a delivery has been approved by the customer. An invoice is created for each "in arrears" partial invoice.

You can enter an optional number of partial invoices. The limitation that exists is that it is only possible to have one partial invoice of the Delivery type. Furthermore, there must be a partial invoice of the Delivery type. Orders without a partial invoice of the Delivery type can not be saved.

Service Code

A service code is linked to each partial invoice. The service code will be regarded as an invoice row when the invoice basis is created (not on the delivery invoice).

Name

The name can be seen as a description of the service code. The name entered on the service code will be shown by default, but it can be changed.

Amount

The amount shows the partial amount that will be invoiced. If the amount is changed the percentage will automatically be changed as well.

Percentage

The Percentage column indicates how large a portion of the order value that will be invoiced. If the percentage is changed the amount will automatically be changed as well.

Invoice Period

The invoice period shows a planned invoice date for the partial invoice. The invoice period can be used as a selection alternative to show what is to be invoiced.

Account

The account column shows on which account the partial invoice shall be coded. By using the C button to the right of the Account column, a coding window appears.

of