Column

Description

Created

Date when the invoice was created.

Created by

Signature of the user who created the entry.

Modified

Date when the invoice was last modified.

Modified by

Signature of the user who last modified the entry.

Warning

Indicates if there is anything in the invoice that users should review before locking the invoice. Hover over the symbol to get more information about the issue.

• Info: Some information is missing in the invoice, but no action is required by the user to proceed.

• Warning: There is incomplete or corrective information in the invoice. The invoice can be locked, but it is recommended to address the issues.

• Error: There is incomplete or incorrect information in the invoice. The invoice cannot be locked without addressing the inaccuracies.

Credit Invoice

Indicates if it is a credit invoice that has been created. Note: the credit invoice function should be used.

Invoice No

Next Project internal invoice number. Note: Also, see External Invoice No!

External Invoice No

Invoice number from the financial system. Note: Usually, the number that should be on the invoice for it to be considered correct.

Invoice Title

The header of the invoice.

Credit Invoice Reason

Specifies the reason for this credit invoice.

Comment

Comment field where additional information about, for example, the credit invoice can be provided.

Status

Describes the status of the invoice. Invoice statuses are set up under Administration.

Description

Description of the invoice.

Customer Representative

Name of the customer, retrieved from the Project Card or work order.

Customer Type

Customer type from the customer register.

Contact

Customer's contact person, retrieved from the Project Card or work order.

Customer Ref No

Customer's reference number. Retrieved from the project card, customer contact, or work order.

Customer Ref No 2

Additional customer reference, manually entered on the invoice.

Our Reference

Project manager, retrieved from the project card.

Invoice Type

E.g., EDI, email, paper. Used in conjunction with sending the invoice with the c-Invoice service.

Ready for Invoice

Checkbox, indicates that the invoice basis is ready for invoicing. See also the section on Production and Finance Workflow Tips.

Locked

Locks the invoice for editing. Provides the opportunity to send the invoice to the financial system.

Distribution Status

Shows how, when, and by whom the invoice was sent. Used in conjunction with the c-Invoice service.

Hide Mark up

Hides the markup on the invoice report.

Hide Code No

Hides the code on the invoice report.

Invoice Date

Invoice date. Can be entered manually. If the field is empty when the invoice is locked, today's date is automatically set as the invoice date.

Bookkeeping entry

Sent as the invoice date to the financial system. Used when revenue is to be booked in a month other than when it is sent to the customer. Usually, the month before creation.

Due Date

Invoice due date. Controlled by 1. Payment terms on the customer, 2. Payment terms manually specified/changed in the Invoice - Overview sub-tab.

Paid Date

Date when the invoice was paid. Retrieved back to Next Project from certain financial systems.

Subtotal (excl VAT)

Invoice amount excluding VAT.

VAT Amount

VAT amount.

Total (incl VAT)

Invoice amount including any VAT.

Tax reduction Amount

Tax reduction amount for invoices of types ROT, RUT, Green technology.

Only applies for Swedish installations

Unit Price

The amount the customer should pay.

Contractor VAT

Marked if the invoice concerns reverse charge.

No VAT

Marked if the entire invoice is VAT-free.