Visma eEkonomi Smart
Create quote with ROT/RUT deduction
To be able to create a quote 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.
- Select Sales - Quotes.
- Select New quote.
- Choose the customer you want to send a quote to.
- 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 quote rows below.
- If the order concerns ROT work, select Type of property and enter a reference.
- Enter the other details. Read more in the field explanations below to learn what the different fields mean.
- Add the articles you want to quote.
- Enter the Work type for any rows related to work.
The tax deduction amount is automatically calculated for the quote rows. A brief text is also added to the quote to inform the customer that a ROT/RUT deduction has been made.
- Do one of the following when you are done with the quote:
| Send quote by email | The quote is automatically sent to the email address specified for the customer in the customer register. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Create PDF | The quote is saved as a PDF and you are notified that it is ready for printing. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Save as a draft | The quote is not sent to the customer, but instead saved under Drafts. |
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.
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 .
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.
