Create invoices (window)

Economy > Invoices > Invoices > File > Invoices

This window can be used to filter the orders that are to be invoiced in the invoice period. The invoices are created but not sent to the customer until the invoice period is closed.

Function	Description
From date	Orders with an order date from the start date are included in the invoice period. This field is shown/hidden using the Show from date as option when creating invoices option in the office settings (Invoice settings tab).
Until date	Orders with an order date up to and including the end date are included in the invoice period.
Invoice date	The invoice date is used as the transaction and accounting date, unless a specific transaction date is entered in the Accounting date field. Since it is the invoice that is booked in the accounts, not the orders themselves, all orders on the invoice have the invoice date as the accounting date, not the order date (no accrual is performed).
Accounting date	Enter a transaction date. The transaction date is also used as the accounting date. This field is shown/hidden using the Show account coding date as option when creating invoices option in the office settings (Invoice settings tab).
Payment date from	Used as the start date for calculating the due dates of invoices. The customer’s payment conditions (e.g. “10 days”) are added to the date and the result is the due date of the invoice. The due dates of invoices are shown in a list on the right. Changing this date will update the dates in the list. Example Courier Services invoices the March invoices on 7 April, but wants the invoice date to be 31 March. If the due date is calculated from the invoice date (31 March), customers with 10-day payment conditions will only have three days to pay the invoice (due date 10 April). If the due date is calculated from 7 April instead, it will be 17 April.
Region	Only invoice orders associated with a specific region. [None]: only orders with the [None] region will be invoiced. The region on the order is displayed in the Data section in order reception. [Any]: all orders are invoiced regardless of region. Orders with the [None] region are also invoiced.
No invoice fees	: no invoice charges are added to the invoices, regardless of what has been set in the customer registry. (default): the invoice fee set for each customer in the customer registry (Invoice information tab) is added to the invoices.
Only invoice customers with direct expense	All orders for customers where at least one order has a direct expense are invoiced. Orders without direct expenses are therefore also invoiced. Example Courier Services invoices customer 1, customer 2 and customer 3, who have ten orders each. They select this checkbox. Customer 1 has no direct expenses at all. Their orders are not included. Customer 2 has direct expenses on all ten orders. All their orders are included. Customer 3 has direct expenses on one of its ten orders. All their orders are included. A total of twenty orders will be invoiced (ten each for customers 2 and 3), although only eleven orders have direct expenses.
Invoice message	A message that is printed on all invoices. For example, a greeting such as “Merry Christmas” can be entered in December. The text is inserted in the invoice report with the INH_Text variable.
Smalles invoice amount	Enter a minimum amount to be reached for the invoice to be created – excluding VAT, invoice fees, late payment interest rates and reminder fees. This can be useful for preventing invoices with very small amounts being generated in a period. Instead, the customer is invoiced at longer intervals, when the minimum amount has been attained.
Invoice intervals	Only invoice orders from customers that have a specific invoice interval. Set the invoice interval in the customer registry, for example weekly and monthly customers, and filter orders for those customers here.
Service types	Only invoice orders with certain services.
Customers	Only invoice orders from certain customers.
Projects	Only invoice orders with certain projects.
Orders	Select the specific orders that are to be invoiced.
Create	An invoice period is opened and invoices are created, but they are not sent to customers until the invoice period is closed and the invoices exported.
Close	The window closes without any invoices being created, and no invoice period is opened.