Invoicing

Invoice type

Here you see/enter the invoice type of the invoice basis. It is possible to enter different invoice types for different invoice bases for the same order. The available options are describe below. 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.
• Correction invoice – This invoice type is used to rectify incorrect information on an invoice, for example regarding quantity, price, or VAT. The invoice type is also used if the customer returns parts or if you give the customer a discount. A separate number series is used for this invoice type. When you enter an invoice number in the field Correction of invoice number, a separate window will open. In the Correction invoice window you make the corrections needed (you enter the new information) and click OK. The procedure name Register invoice directly is shown in red to indicate that a Correction invoice is being handled. Under the Rows tab you see the original row and the correction row. On the invoice, the text "Correction invoice" will be shown. It also shows which invoice number it is correcting and all information and amount to which the correction refers. You can make additional correction invoices for earlier correction invoices. If you create a new correction invoice for an earlier correction invoice, the new correction invoice will be based on the previous correction invoice.
• 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 Correction invoice it is mandatory to enter or select a cause code. If you want to use fixed cause codes for Correction invoices, you must register these in the Cause codes procedure. It is also possible to enter a text as a cause code.

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.

Corrected by invoice number

If a correction has been made of the above mentioned invoice number, you will here see the invoice number of the correction invoice.

Correction of invoice number

If the invoice type Correction invoice has been selected, then you can here select which invoice to correct.

Comprehensive invoice

With this setting activated it means that invoice basis for all the delivered orders to the customer in question will be gathered in a comprehensive invoice. This setting is by default configured in the same way as it is configured on the customer. However, you can here change what should apply for the order in question.

In order for it to be possible to create a comprehensive invoice there is a number of criteria which has to be fulfilled. You can read more about this under the heading Comprehensive invoice in the Invoicing section of the Customer register procedure.

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.

Split payment

Here you decide if split payment should be used for this invoice or not. This setting is activated by default if Split payment is activated for the customer.