In the Invoices and Payments window, Winner users can follow up the invoices and payments for a quotation. Here users can, create and print invoices, register discounts, payments, cash sales, credit notes and print payment reminders.
At Project level:
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Left-click to select the desired alternative and then select Alternative > Invoices and payments.
- For a combined quotation, select the Combined quotation tab, located alongside the Milieu tab, left-click to select the desired combined quotation and then select Combined quotation > Invoices and payments.
The Invoices and payments window will open.
Invoices and payments
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Contract
Information about the customer, such as contract number, contract amount and VAT groups used in the quotation.
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Customer - More options
Opens the Properties of customer window, where the user can view customer details.
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Contract amount - More options
Opens the VAT amount specification window, where the user can view the amount of the VAT group or groups used.
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Settings
Specify default values for calculating the due date and cash discount when registering payments. Winner will automatically use the project default values.
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Days credit
When printing an invoice with payment type Invoice due date, Winner will automatically calculate the due date based on the number of credit days in this field. -
Cash discount days
Specify for how many days the cash discount should remain valid. -
Cash discount %
Specify a percentage rate for calculating the cash discount. Winner will automatically calculate the cash discount, including VAT, based on the cash discount percentage. However, the suggested amount can be overwritten if the user specifies a percentage rate in this field, the calculated amount will be printed on the quotation, sales contract and the invoice.
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Days credit
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Payment calendar
Defines the payment plan. Winner will automatically suggest the project default. For more information, see How to change the default payment calendar for new projects.
Note: A line will be disabled if the user has created an invoice for that instalment.
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Type of payment
Click the drop-down menu to select the type of payment for the payment line.
Note: Users can create new payment types, see How to change the default payment calendar for new projects.
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Due date
When printing an invoice with payment type Invoice due date Winner will automatically calculate the due date based on the number of credit days that is defined in the field Days credit. Winner will automatically calculate the due date for invoices with payment type By acceptance, 7 days before delivery, When delivering or By end of installation. For invoices with other payment types than mentioned above, users must enter the due date manually.
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%
Specify the payment instalment in percent. Winner will automatically calculate the Amount field from this.
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Amount
If you want to overwrite the amount of a payment instalment, specify the required amount, or overwrite the percentage rate by clicking in the % field.
NOTE! When a new payment line is added, Winner will automatically allocate the remaining sum to the new line, however the user can overwrite this.
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New line
Creates a new line in the payment calendar.
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Delete line
Deletes the selected line in the payment calendar.
NOTE! If an invoice has been created for a payment line it will not be selectable. Users can delete an invoice, provided it has not been printed or sent to the customer.
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Generate invoice(s)
Click to create invoices generated automatically from the payment calendar.
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Invoices, Payments and Credit notes
Displays invoices payments, credit notes and cash discounts created by the user. Double-click on an invoice or credit note to open a new window showing more detail. For more information, see Invoice details and How to create a credit note.
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Invoice
Click to see options for creating, printing and deleting invoices.
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Register payment
Click to register a payment or a cash sale for the selected invoice.
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Credit note
Click to see options for registering and printing credit notes.
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Reminder
Click to see options for registering reminders.
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