Visma Net
About project-specific format of invoices
For individual projects, you can configure different formats for printable pro forma invoices
and sales invoices.
The invoice format may depend on the project type; for
instance, an installation project may have one invoice format, and a repair project may have
a different invoice format.
Also, a default invoice format can be specified for particular
customers, with this format used for all projects of this customer unless the user specifies
a different format.
Defining printing window of invoices for projects
On the Mailing settings tab of the Projects (PM301000) window, you can specify a custom format and an email notification template that
should be used for the printing and emailing of the invoices prepared for the particular
project.
When you create a new project, the system copies all the predefined mailing
settings from the Mailing settings tab of the Project accounting preferences (PM101000) window, but you can override them.
You can use the
following predefined mailings:
- PROFORMA:
The mailing with this ID is used to print pro forma invoices.
By default, this mailing uses the Pro forma invoice (PM642000) for printing the pro forma invoice. - INVOICE:
The mailing with this ID is used to print customer ledger invoices that originate from the Projects module.
By default, this mailing uses the Pro forma invoice (PM642000), which is a copy of the Invoice/note (AR641000), for printing the invoice.
If you need to override the printing form of pro forma invoices or sales
invoices for a project, you edit the respective mailing setting but do not edit the mailing
identifier, which is the system setting.
For example: Suppose you need to override the
printing form of pro forma invoices for a project.
For the PROFORMA mailing of this project, you select the needed report from the Projects module in the Report column of the Mailing table on the Mailing settings tab of the Projects (PM301000) window.
Printing invoices
When you print a pro forma invoice in the Pro forma invoice (PM642000) window,
the system uses the report specified for the PROFORMA mailing of the corresponding
project on the Mailing settings tab of the Projects (PM301000) window.
If the corresponding project has no mailing
setting with the PROFORMA identifier, an error occurs.
When you print a sales invoice that originates from the Projects module in the Sales invoices (AR301000) window, the system uses one of the following reports:
- The report specified for the INVOICE mailing, if one is specified, of the corresponding project on the Mailing settings tab of the Projects (PM301000) window.
- The report specified for the customer on the Mailing settings tab
of the Customers (AR303000) window if the INVOICE mailing of
the corresponding project is not active.
- The Invoice/note (AR641000) if the INVOICE mailing of the corresponding project and the customer is not active.
Related concepts
Related reports
Pro forma invoice - Dutch (PM64205S)
Pro forma invoice - English (PM64201S)
Pro forma invoice - Finnish (PM64202S)
Pro forma invoice - Norwegian (PM64204S)
Pro forma invoice - Swedish (PM64218S)
Related windows
