Create manual invoice

You can invoice your customers directly from Opter. The content of invoices is normally taken from the orders that you decide to invoice when you create an invoice period, but you can also create both invoices and correction invoices manually if necessary.

These instructions describe how to create:

• Manual invoices.

• Manual correction invoices.

  (If the invoice period has not been closed, you do not need to credit an incorrect invoice; simply remove it from the period.)

Here's how

1. Click Economy > Invoices > Invoices. The window Invoices opens.

2. Click File > Manual invoice. The Create manual invoice window opens.

   

3. Fill in the invoice header:

   • Customer: Start typing your customer code or customer name to search. Select a customer from the list.

   • Region: Select your region.

     It is only mandatory to specify the region if the checkbox Separate invoice numbers for regions is selected on the Invoice settings tab in the office settings.

     If you want to add a new region to the register or make changes, press to the right of the field. This opens the window Regions. For more information, see Offices and regions.

   • Reference: (Optional.) Select or enter customer reference.

     If you want to add a new customer reference to the register or change something, press to the right of the field. This opens the window Reference. For more information, see Reference (window). (If the button () cannot be pressed, fill in field Customer first.)

   • Customer project: (Optional.) Select customer project.

     If you want to add a new letter to the register or change something, press to the right of the field. This opens the window Customer project. (Alternatively, you can click on Register > Customers, select the customer from the list on the left, and then click on or Projects at the top of the menu.)

   • Currency: The currency is automatically set to the customer's currency (according to field Currency in the customer register), but you can change the currency if you wish.

     If you want to add a new currency to the register or change something, press to the right of the field. This opens the window Currencies. For more information, see Currencies (window) and Currencies.

   • Invoice date: Select the desired invoice date. (Today's date is managed.)

   • Type: Select either Invoice (debit invoice) or Correction invoice. (For more information, see Correcting invoices.)

   • Invoice fee: Select whether to add, omit or deduct the invoice fee:

     • Yes: The invoice fee is added (as a positive amount) to the invoice, i.e. the customer is charged the fee. For more information, see Invoice fee.

     • No: No invoice fee is added to the invoice.

     • Negative: The invoice fee is added as a negative amount (deduction).

       The option Negative is therefore used to credit/deduct the invoice fee instead of debiting it. This may be relevant, for example, in the case of a correction or compensation where you want to refund the customer for a previously charged fee.

   • Invoice message: (Optional.) Enter any text you want to appear on the invoice.

4. Add invoice lines to the table at the bottom:

   • Item: Select a price item from the drop-down list.

     If you want to add new price items, click on on the left. The Items (for manual invoice) window opens.

   • Description: (Optional.) Enter a description of the item line.

   • Quantity: Enter the quantity for the price item on the line.

   • Unit price: Enter price per item.

   • Amount: Calculated automatically (Quantity x Unit price).

   If you need more rows, click on Click here to add new item at the bottom of the list to create a new row.

   To delete a row, click on the leftmost part of the row and press the Delete key.

5. Click the Save button at the bottom of the window to create the invoice.

If the fields are filled in correctly, the invoice is created and assigned an invoice number in the invoice number series for manual invoices or manual correction invoices. For more information, see Invoice types (window) and Invoice number series (window).

Export and printing are done in the same way as for normal invoices.

See also

• Invoicing

• Invoicing, overview

• Correcting invoices

• Default settings for invoices