Invoice Lines

This tab presents the individual entries of the invoice.

It's possible to edit the invoice lines as long as the invoice draft is not locked.

NOTE! If changes are done here, it only affects the invoice basis itself and the revenue, and not the reported materials and hours on other modules in Next.

1. Add - Adds a new empty line.

2. Save - The icon is blue when there is unsaved changes.

3. Delete - Removes selected rows.

4. Add article (from Price List) - Retrieves items from the price list.

5. Edit article - Modifies the article in invoice lines.

6. Copy selected rows - Copies selected rows and adds them at the bottom of the invoice lines.

7. Update mark up/discount - Updates the markup or discount of selected rows.

8. Insert before the selected row - Inserts an empty row above the selected row.

9. Create summary row - Add a new summarising row for selected rows

10. Bold, Italic, or Underlined Text - Makes the selected text bold, italic, or underlined.

Revenue Recognition

This tab displays, checks, and adjusts the revenue recognition of the invoice. Typically managed by invoice/financial administrators. If the tab is active, it is crucial to perform a check, as it affects the accounting in the financial system.

The function enables control of revenue accounting on more dimensions than just projects, such as work/variation orders, cost centres, customer types, contractor VAT, etc. The rules for this function are set up in Admin > Accounting > Revenue recognition > Revenue recognition rule.

Invoice - General info

This tab allows additional description of the invoice and changes to details such as payment terms.

Tax Reduction Tab

This tab handles the distribution of tax reductions. This function only applies to Swedish installations at the moment.

Invoice Attachments

This tab presents the documents and images available to attach to the invoice. Available supplier invoices are displayed on the left, while other documents and images are on the right. Attachments are selected by marking them. Both available supplier invoices and other documents and images are included in the same PDF report as the invoice.