New invoice for invoicing without assignments can be created via this invoice list view. 

(Note that: (Invoicing of assignments is performed from the job history based on the invoice status ‘Ready to invoice’. For details, see ‘History’ (chapter 6.1.0 History) 6.1.0 History . Invoicing of rentals is performed via ‘Ready to invoice’ under the menu ‘Rental’). 

Customer: Select customer from addressee register. 

Create: Invoice head number is taken out in accordance with what has been set under the menu ‘System’ → ‘Miscellaneous system settings’ → ‘Meters’ and ‘Invoice head’. 

Invoice head is automatically populated with data entered against addressee (customer card). 

Ref.: Taken from contacts on the addressee card. 

Delivery: The invoice’s delivery address is taken from the selected customer here. 

Due date: 

Department: The accounting “carrier” is not passed on by default down onto the invoice details. Accounting must be manually entered in the details. 

Description: Searchable field. 

Invoice details are inserted via + Article. Article info can be edited, and it can be linked to accounting information. Both notes and comments on the invoice detail appear by default on printed invoice (pdf). 

A note function is available for invoice details, which has an option for ‘Mass update’ of invoice details with respect to cost carriers / accounting carriers and discount. 

Invoice status: 

• Saved - Status when invoice has been created. 

• Executed - Set to executed when it has been sent to customer. 

• Cancelled - If the invoice is set to ‘Cancelled’, or put back in status for editing purposes, the status ‘Saved’ must be set. Invoices can also be deleted when they are in ‘Cancelled’ status. 

Credit note - Credit note is created. Info about date credited and invoice number on the credit note are shown in the invoice head. A [C] also shows in the list view for invoices for which there is a credit note. 

Paid / Not paid: Payment info is shown on the invoice head and in the invoice list view.