Please note that if suspended VAT is used it will in this case cause an incorrect reporting in the VAT report. This must then be corrected manually via an accounting order. In this section, you will find settings that apply to invoicing plans.
Manage invoicing plans for quotes/customer orders
With this setting you can activate the functionality for invoicing plans. A separate tab for invoicing plans will then appear in the Register Quote and Register Customer Order procedures and also other functionality that is used for this. This setting is by default not activated.
Code suspended output VAT when invoicing in advance
Using this setting you can select whether or not the suspended output VAT should be recorded when invoicing advances. This setting is activated by default.
Round-off amounts automatically in the invoicing plan
Using this setting you can decide whether or not the amounts of the partial invoices in the invoicing plan should be rounded-off to a whole number of the company currency. This setting is by default not activated.
Use separate accounts for invoiced and paid advances
With this setting you can select if you want to use two accounts for advances (one account for the invoiced advance and one for paid advance invoices). This way it is possible to get the VAT report to show the turnover in connection with the payment of the invoice, if desired. This setting is by default not activated.
There are three standard accounts for paid advances from customers (in Sweden, in the EU and other export) that should be selected in the Chart of Accounts / Standard Accounts. These accounts are also used when deducting partial invoices for advances in connection with invoicing of deliveries.
Check of unpaid advance invoices when invoicing delivery
This setting is intended to make the user aware that the delivery is being made before the advance invoice has been paid. The alternative No check is default.
Please note that if suspended VAT is used it will in this case cause an incorrect reporting in the VAT report. This must then be corrected manually via an accounting order.
Automatically activate Forward rate on C-orders with invoicing plan
Using this setting all invoices in the invoicing plan will be invoiced at the same rate which prevents rest amounts from being created on the advance account after the completed invoicing. Such rest amounts occur when the exchange rate of the invoiced currency is changed in the time between the recording and the offset coding of the advance account. This setting is by default not activated.