Visma eEkonomi Pro
Create invoice with ROT/RUT deduction
Work smarter with your sales invoices
The easiest way to manage invoices is to send e-invoices, both for you and your customer. The customer then receives their invoice directly to their accounting program
To be able to create an invoice with ROT or RUT deduction, you must first enable the settings for invoicing housework. Read more in the topic Enable settings for ROT/RUT deduction. Remember that you can only create sales invoices with ROT/RUT for customers who are marked as private individuals.
The program also supports negative rows on the invoice. So if a project gets cancelled or postponed, instead of creating a separate invoice, you can add a negative row to the existing invoice. You do that by adding a minus sign to the quantity, for example -1,00. The sum will then be negative for that row.
- Select Sales - Sales invoices.
- Select New sales invoice.
- Choose the customer you want to invoice. When clicking the list icon in the field you can see your customers or add a new.
- Check the Housework or green technology box and specify whether the work relates to ROT or RUT.
The Work type column is added to the transactions rows.
- If the invoice concerns ROT work, select Type of property and fill in the mandatory fields. If the invoice concerns RUT work, fill in the Buyer's personal ID no field.
- Add the articles you want to invoice. When clicking the list icon in the field you can see your articles or add a new.
For the tax deduction to be calculated the Sales category must be set as Service X% VAT on the article.
- Enter Work type and specify Work hours and Cost of materials for the rows that concern labour. Also consider entering Other costs. Read more in the field explanations below to learn what the different fields mean.
The tax deduction amount is automatically calculated for the invoice rows. A brief text is also added to the invoice to inform the customer that a ROT/RUT deduction has been made. You cannot apply for money from the until the customer has paid their portion of the invoice.
- Do one of the following when you are finished with the invoice:
| Send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. The e-invoice is then saved under Unpaid sales invoices. |
| Create PDF | The invoice is saved as a PDF and can be printed. |
| Send as letter | The invoice is sent for printing and sent as a letter. |
| Save as a draft | The invoice is saved under Drafts. |
The program will update the ROT/RUT and green technology fields on the customer if the invoice has new information.
Field explanations
Housework or green technology
The Housework or green technology box is shown if you have indicated that you invoice housework services to private individuals under Settings - Company settings - Invoice settings.
Check the Housework or green technology box if you want to include a tax reduction on the invoice. When adding article rows with articles that have the article category services, you need to specify the work performed in the Work type column. When you do this, the tax reduction amount will be calculated.
Once the customer has paid their invoice, you register the customer's payment as a partial payment
If you have sold your invoice using the service Visma Betalt Direkt, it is not possible to apply for tax deduction at until your customer has paid the invoice to Visma Betalt Direkt. Once that is done you will be notified in the program and you can create the application file to be sent to . This applies for both ROT/RUT and green technology.
Housing assoc. no
If the work is for a cooperative flat, you must enter the corporate identity number of the housing association.
Other costs
Here you specify the costs that the customer has been charged in connection with tax deductible work, for example, despatch, transport and travel costs.
The information is included in the file sent to when you apply for payment for the work carried out. The information is not visible on the sales invoice. The information is possible to edit even after the invoice has been sent, up until the file has been exported to .
If you want to invoice the other costs to your customer, you do it by adding article rows to the invoice where you select the articles that the other costs refer to.
Type of housework
Here you indicate which type of ROT/RUT work the executed work relates to. Please note that the column is only active for articles marked as services. That is when the article category is set to Services X % VAT (with VAT codes 0, 6,12 or 25%).
When adding a new article or editing an existing one, you can set which type of ROT/RUT work it is related to. The Work type column is filled in automatically when you select the article.
The information is included in the file sent to when you apply for payment for the work carried out. The information is not visible on the sales invoice. The information is possible to edit even after the invoice has been sent, up until the file has been exported to .
Work hours
Here, you enter how many actual hours you have spent on the ROT/RUT work.
The information is included in the file sent to when you apply for payment for the work carried out. The information is not visible on the sales invoice. The information is possible to edit even after the invoice has been sent, up until the file has been exported to .
Material cost
Here you specify the material cost for the material that has been used in the production of the work for which you have specified hours.
The information is included in the file sent to when you apply for payment for the work carried out. The information is not visible on the sales invoice. The information is possible to edit even after the invoice has been sent, up until the file has been exported to .
Deducted tax reduction
The Deducted tax reduction field is shown if you have checked the Housework or green technology box.
The tax deduction amount is always updated with the latest figures from .
No VAT
The No VAT column applies if you work according to the rules for reverse charge. Mark the lines for which no VAT should be charged.
The column is shown if you marked Construction sector, VAT reverse charge rules apply under Settings - Company settings - Invoice settings and Construction sector, VAT reverse charge rules apply for the customer in the customer register.
EU intermediary, VAT triangulation rules apply
Check the EU intermediary, VAT triangulation rules apply box if the invoice relates to triangulation.
The column is shown if you checked the EU intermediary, VAT triangulation rules apply box under Settings - Company settings - Invoice settings.
