Visma eEkonomi Smart
Create order from quote
- Select Sales - Quotes.
- Select the quote you want to create an order from the list under Quotes in progress.
- Select Actions - Convert to order to create an order based on the information from the quote.
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.
- Do one of the following when you are finished with the order:
| Send order confirmation by e-mail | The order is automatically sent to the email address specified for the customer in the customer register. |
| Create order confirmation PDF | The order opens as a PDF and can be printed out. |
| Save draft | The order is saved under Drafts. |
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.
Housing assoc. no
If the work is for a cooperative flat, you must enter the corporate identity number of the housing association.
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.
Related topics
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Orders |
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Create order |
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Create order with ROT/RUT deduction |
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Copy order |
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Create a back order |
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Complete order |
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Print a delivery note |
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Create invoice from order |
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Create article |
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Add/change or delete logotype |
