Visma eEkonomi Pro
Create order
Quotes & Orders is an additional service that gives you full control of the whole sales process, not only invoicing. If you want to create and send quotes and order confirmations to your customers you activate the functionality under the menu Apps and extensions found in the menu on the left in Visma eEkonomi Pro.
You can create an order from the Sales - Orders menu, but also when working with quotes, from the Sales - Quotes menu.
- Choose Sales - Orders.
- Select New order.
- Choose the customer you want to send an order to.
- Fill in the delivery date.
- Add the articles to be included on the order. Please note that it's not possible to create an order without an amount.
- Do one of the following when you are finished with the order:
If you want to use negative rows you can do that. Just add a minus sign to the quantity, for example -1,00. The sum will then be negative for that row. See also Discount under More useful tips for more information.
| Send order confirmation by e-mail | The order is automatically sent to the email address specified for the customer in the customer register. The subject field is pre-filled with the order number. The order is saved under Orders in progress and is given the status Processing. |
| Create order confirmation PDF | The order is saved as a PDF and you are notified that it is ready for printing. The order is saved under Orders in progress and is given the status Processing. |
| Save draft | The order is not sent to the customer, but instead saved under Drafts. |
You can also choose to create a new order by selecting Sales - Customers. If you choose this alternative, you get more information about the customer's purchases and payments.
More useful tips
Currency and language
The currency and the language used on the document is determined by the settings you made for the
If you register a sales document to a foreign customer and want the article name to be in English, there must be an English article name specified for the article in the article register. If you register a sales document in a different currency, the price of the articles is automatically converted at the current rate when the document is created.
Read more in the topic Create article.
Delivery address
If you want to make a temporary change to the postal or delivery address,
Cost centres and cost units
If you work with cost centres and cost units, you can indicate in the document header whether the entire document should be posted to the same cost centre and cost unit. If the document should be posted to several cost centres and cost units, you specify this per article line.
Standard text
If you want a standard text on your documents, you add this under Settings - Company settings in the Other settings tab.
Add a new row
Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.
Discount
If you want to offer the customer a discount, you can do this by adding negative lines to the
Note the following:
- It is not possible to set a negative value to the unit price.
- It is only possible to
- If you credit an invoice based on
On the
Attachments
You can add attachments to orders you send by email. Add the attachment by dragging and dropping it into the order, or choose a file by clicking Attach document. The attachment will be saved with the order if you choose to save it as a draft and after you have sent the order to the customer. The attachment must be a PDF file
Field explanations
Preview
If you want to see what the order looks like, you can preview it before it is sent.
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.
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.
Housing assoc. no
If the work is for a cooperative flat, you must enter the corporate identity number of the housing association.
