Invoice Fee

"Invoice fee" is administrated on the tab Administration - Settings - Invoice - Invoice fee.

Here you can determine how the fee should be named on the invoice. You can have a name in Swedish and in English. For the most common integrations, it is required to add at least one article. The article handle the VAT rate.

If you have different VAT rates, you need to add an article for each. The articles you can choose from are added among the others on the tab Administration - Settings - Invoice - Articles.

You can specifying the invoicing fee per invoicing method. That is, E-mail, E-invoice, Letter and Other. You can set an amount per currency used in the system. On each line you can also see the exchange rate set in the system and what the amount will be in SEK. Do not forget to save.

NOTE! The exchange rate is the value set in the system. It is not updated automatically but is set on the tab Administration - Settings - Currency.

Customer card

On the customer card you set the invoice fee that will apply to the customer. You can find it at the bottom under “Accounting & Terms & conditions”. The different options are:

• None - No billing fee will appear on the invoice.

• Global - The fee is based on the information entered on the tab Administration - Settings - Invoice - Invoice fee.

• Customer specific - Set a custom amount that only applies to invoices for this customer and is not affected by the global amount.

If you choose “Global”, the price is set based on the invoice method and currency set for the customer.

Invoice tab

When the project report reaches the invoice tab in the invoicing process, the invoicing fee will not be included in the invoice lines on the tab Content. However, it will appear on the PDF (click on the icon directly to the left of the invoice number). If you want to adjust, remove or add the invoicing fee, do this on the tab Settings at the top left.

You adjust or add an amount in the “Invoicing fee” field at the bottom right. If you want to delete the invoicing fee, you empty the field or write 0 in the field. The row will then be automatically removed from the invoice because it has no value, then save the changes.

NOTE! What is done under “Settings” on the invoice tab only affects the individual invoice. If you want to make a change for all invoices on the customer in the future, you need to go to the customer card and make your changes.