Page Comparison

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• Click Invoice and select Overview. The Invoice Overview page opens. Click Create Sales Invoice. The Sales Invoice page opens. 

• Click Invoice and select Key-In. The Sales Invoice page opens. 

1. Your supplier details such as Name, Address and Identifiers are automatically populated based on your company profile details. In addition you can select a contact person from the Supplier Contact field.

2. From the Customer drop-down menu, select the desired customer. Customer address details are populated from the customer profile. However, if your customer has not provided address details, you are requested to fill them in. 

3. In the Invoice Number field, enter a unique, continuous invoice number. For the next invoice, a new number is automatically added.

4. Click the Invoice Date field, and select the invoice date. 

5. Click the Due Date field, and select the due date.  

6. From the Currency drop-down menu, select the desired currency. 

7. From the Bank Account drop-down menu, select the desired bank account. 

8. Enter other data as necessary:

   1. Order Number field in case the invoice is related to a purchase order.

   2. Add a Bank Payment Reference field. The application automatically calculates bank payment reference in Finnish format.

   3. In case your customer is Swedish, the Buyers Referenceis mandatory field.

   4. f you want to add a free text message to to the invoice, use the Comment field. 

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1. Click the 0 document(s) link.

2. The Invoice Attachments window opens.  

3. Note that you need to save the invoice before adding attachments.  

   1. Click Upload. 

   2. Browse to the desired directory and add the attachment by clicking Open. The file is added for the invoice.

   3. If necessary, you can remove the attachment by clicking the button. You can also add another attachment by clicking Upload again. 

   4. After adding all attachments, click Close. 

Add invoice lines

The first line item is shown with fields open for editing. If you want to add more lines, click Add an invoice item.

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1. Item ID field, enter your ID, such as product code for the invoice item. 

2. In the Item Description field, enter a short description of the invoice item, such as product or service name. 

3. In the Quantity field, enter the number of units invoiced. 

4. From the Unit drop-down menu, select the correct unit. 

5. In the Net Price Per Unit field, enter the price for one unit.  

6. In the VAT% field, enter the VAT percentage. 

7. Invoice line Total amount is automatically calculated.

8. If necessary, enter surcharges as follows: 

   1. Below Line Item List, click Add a Surcharge. The surcharge-related fields open for editing. 

   2. From the drop-down menu in the first field, select the type for the surcharge: Freight, Packaging or Postage. 

   3. Add Price per unit and the VAT percentage.  

9. Click Save. The Save or Save and Send window opens.