Last updated: 31.07.2023

Applies from: 2020.06.00 and later

Invoicing

Prepare the invoice by:

Proceed as follows:

  1. Click on Order > Order check.
  2. In order check, specify the date range and other criteria for the orders you want to invoice and click on Search.
  3. Review the orders in the list. Make sure that the orders you want to invoice have the Ready for invoicing/crediting checkbox selected. If the checkbox is not selected, select it.

  4. Click on to save all changes.

Tips!

You can mark multiple orders as being ready for invoicing at the same time. For more information, click here.

Some of the orders that are to be invoiced may have no price or a price of zero. In Opter, the general rule is that:

  • Orders with a price of zero are invoiced.
  • Orders without a price are not invoiced.

Proceed as follows to find orders with no price or with a price of zero:

  1. Click on Order > Order reception.
  2. In the search bar on the left, first select Zero price (to be invoiced) and then No price, to be invoiced under the INVOICING heading.
  3. Check if there are orders that need to be corrected in these searches.
  4. Make any required corrections. Click on to save all changes.

Creating invoices

Once you have prepared the orders you want to invoice, proceed as follows:

  1. Click on Economy > Invoices > Invoices.

  2. Click on File > Invoices.

  3. Adjust the settings as required and click on Create. The window closes and a new invoice period has been created at the top of the list of invoice periods. If that is clicked on, all the invoices that have been created will be displayed at the bottom of the window.

For more information about the settings in the Create invoices window, see Create invoices (window).

Reviewing and correcting invoices

Click on Economy > Invoices > Invoices. You can review an invoice directly in the invoice viewer by double-clicking on it, exporting it to PDF or printing it.

Correcting an invoice by correcting its order

If, during a review, you see that you need to change something on an invoice, you can make the change on the order and then recalculate the prices on the invoice. Proceed as follows:

  1. Click on Order > Order reception.
  2. Find the order you want to change in the search bar on the left and make the desired changes to it.

  3. Deselect the Use saved price checkbox so that the price is updated when you save the order.

    Use saved price is automatically selected when the order is invoiced. This is a security measure to reduce the risk of another user modifying the invoice after it has been sent to the customer, if for some reason the invoice period has not been closed.

  4. Click on to save all changes.
  5. Open the invoice viewer, right-click on the invoice you changed and select Recalculate prices.

Close the invoice period and send the invoices to the customer

To close an invoice period and send the invoices to the customers, proceed as follows:

  1. Right-click on the invoice period and select Close in the context menu.

  2. Select the account coding scheme and click on Ok.

  3. Select the desired invoice export and click on Export and send.

Related

Create a PDF file containing an invoice as follows:

  1. Double-click on the invoice in the lower list

  2. In the window that opens, click on View as PDF in the top left corner.

How to create a PDF file containing all invoices:

  1. Right-click on the relevant invoice period

  2. Select Create PDF from the right-click (context) menu.

Print all the invoices by clicking on above the invoice list or print one invoice by clicking on it and then on .

Delete invoices by right-clicking on them and selecting Delete from the right-click (context) menu. Invoices can only be deleted in open invoice periods.

If you are working with several invoice periods open at the same time, it is not possible to delete individual invoices. It is only possible to delete the invoice period that was opened last.

If you discover an error in an invoice in a closed period, create a correction invoice to correct the error.

See also