Last updated: 22.08.2023

Applies from: 2023.04.00 and later

Invoice template scheme, window

Economy > Invoices > Invoice design

In this window the default report (template) can be specified, and whether to make exceptions and use other reports for reminders and specific types of invoice. It is also possible to choose whether to print freight bills together with the invoice, and how attachments should be treated when the invoice is printed.

General

In the list on the left of the Invoice template scheme window, click on the invoice design for which settings are to be configured. To create a new invoice design, click on and give the invoice design a Name and select a Standard report.

FunctionDescription
Name

Give the invoice design a descriptive name.

Description

Free text field. Describe the invoice design if desired. The description is not displayed anywhere else but here.

Standard report

Specify the report (template) to be used if no report is selected for a Invoice type in the table below.

To make exceptions for reminders and special types of invoice, use the fields in the Report, Specification, Attachments and Print freight bills columns in the table. For example, it is possible to select a different report for interest invoices, define that freight bills are printed together with the invoice, and specify how attachments should be treated when the invoice is printed. Proceed as follows:

  1. In the list on the left of the Invoice template scheme window, click on the invoice design for which settings are to be configured. To create a new invoice design, click on and give the invoice design a Name and select a Standard report.

  2. Click on the field in the table to select it, click again to display a drop-down list, click again to see the options and click on the desired choice in the drop-down list.

    For the Print freight bills column: Click on the field in the table to select it, click again to display a checkbox, click again to select the checkbox.

  3. Once the settings have been finalised, click on to save all changes.

The table does not show "[Default]"/"[None]"/"" in the fields even if selected, so that the table is easier to read.

FunctionDescription
Invoice type

The type of invoice, for example manual invoice or correction invoice.

To filter the content of the column, click on the filter symbol and select filter.

Reminder type

Displays the type of reminder, for example Reminder 1 or Reminder 2.

For more information, see Invoice reminders.

Report

Select a report (template) for each Invoice type for which a different report than the Standard report entered above is required.

If [Default] is selected, the report entered in the Standard report field above will be used.

For more information, see Reports (window).

Specification

Optionally, select a specification (report) for each Invoice type for which a setting is to be made.

If a report is entered in the Report column and a specification in the Specification column, the two reports are merged. This can be useful if, for example, there is a lot of text on the front page of the invoice, but most things can usually be solved in a single report.

Attachments

Select one of the following for each Invoice type for which a setting is to be made:

  • In invoice printout: treats the invoice and its attachments as a single document when they are sent to the printer.
  • Separate printout: treats all the attachments as a single document, separate from the invoice, when they are sent to the printer.
  • Separate printout for each attachment: treats each of the attachments, and the invoice, as separate documents when they are sent to the printer.

  • [None]: Attachments are not printed separately.

Print freight bills

If shipping labels are to be printed together with invoices, select the checkbox in the Print freight bills column.

Tip

Click on the field in the table to select it, click again to display a checkbox, click again to select the checkbox. If another field is clicked, Yes is displayed instead of the selected checkbox.

See also