Partial Invoice Rows
Each row in the invoicing plan on an order represents a partial invoice.
Number
Here you will see the order of the partial invoice in the invoicing plan, that is the partial invoice on row 1 will be sent first, etc. You will also find a color coding in this column according to the following:
- Green - means that the invoicing is completed (Actual invoiced amount = Planned invoiced amount).
- Yellow - means that the invoicing has started (Actual invoiced amount <> Planned invoiced amount).
- White - means that the row has not been released/delivered.
- Grey - means that the row has been released/delivered (invoicing has not started). The partial invoice row will be grey and it can not be modified or deleted when the color coding is according to the above.
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 when it comes to 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 for in advance and in arrears will automatically deducted from this invoice. This partial invoice type may generate several invoices for the same partial invoice number. This can occur when several partial deliveries are made of a customer order and you have selected that an invoice shall be sent at each partial delivery.
- In arrears - 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. However, you can only have one Delivery invoice.
Service Code
A service code is linked to each respective 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 describes 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.
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.
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.