Visma Net
Run contract invoicing (CT501000)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You can use this window to perform invoicing for contracts.
Invoices are generated for each
contract and for each customer involved.
For details on the settings and methods
used in contract invoicing, see: Contract invoicing.
| Element | Description |
|---|---|
| Process | Initiates invoicing processing for the contracts that you have included by selecting the unlabelled check boxes in the table. |
| Process all | Initiates invoicing processing for all the contracts listed in the table. |
The top part
You use this area to configure the criteria for selecting contracts that you may want to invoice.
| Element | Description |
|---|---|
|
Invoicing date |
The date that determines the contracts to be shown; contracts with a next invoicing date
that is before or on the date you have selected here are to be
displayed. The selected date serves as the invoice date for contracts with the invoicing period set to On demand. |
|
Contract template |
The contract template that the contracts to be listed were based
on. Leave the field blank to view contracts based on all templates. |
|
Customer class |
The customer class of the contracts to be listed. Leave the field blank to view the contracts of customers of all classes. |
| Customer | The customer whose contracts you want to invoice. Leave the field blank to see the contracts of all customers of the class (or all customers of all classes). |
The table
This table contains the list of contracts matching the criteria specified in the top part.
Only contracts with at least one not yet invoiced (but completed) invoicing period are
displayed.
If multiple invoicing periods were not invoiced for the contract, you should
run the invoicing process once for each not yet invoiced period.
You can select contracts by
using the check boxes in the first column.
| Column | Description |
|---|---|
|
Contract ID |
The contract identifier. |
| Description | A description of the contract. |
| Customer | The customer associated with the contract. |
| Customer name | The name of the customer. |
|
Last invoicing date |
The date when the contract was last invoiced. |
|
Next invoicing date |
The date when the contract is to be invoiced next time. |
|
Expiration date |
The date when the contract expires. |
|
Contract template |
The contract template that the contract is based on. |
