Customer invoices (SO303000)

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

What to do from this window

Change customer location on customer invoice

The window toolbar

Button	Description
Actions	Provides the following actions: Release Changes the status of the document to Open. Release from credit hold Releases the document from credit hold and gives you the ability to save it with the Balanced status. Email invoice Generates an email for the invoice in accordance with the INVOICE mailing settings of the customer. Recalculate prices Opens the Recalculate prices dialog box, which you use to specify options for updating the prices and discounts for the document. Write-off Navigates to the Write-off balances and credits (AR505000) window so that you can write off the document balance. Reclassify general ledger batch Send to AutoInvoice Sends the invoice automatically to AutoInvoice Poll invoice status: Updates the AutoInvoice status and Business level status under the AutoInvoice section of the Invoice address tab. Generate e-Invoice XML draft: Generates a draft version of the PEPPOL BIS 3.0 XML, so that you have the possibility to check the content and validate that all settings are correct, before you start using the PEPPOL BIS 3.0 format for electronic invoicing. It is also possible to use this action after you have sent the invoice to AutoInvoice. The action can be used on all statuses except On hold, and becomes available if PEPPOL BIS 3.0 is activated and you have enabled the setting Send to AutoInvoice on the Invoice address tab. Note! The generated file is a draft and may not be used as a legal document.
Reports	Provides fast access to the following reports: Unreleased transactions Print invoice Preview invoice

Button

Description

Actions

Provides the following actions:

Release
Changes the status of the document to Open.
Release from credit hold
Releases the document from credit hold and gives you the ability to save it with the Balanced status.
Email invoice
Generates an email for the invoice in accordance with the INVOICE mailing settings of the customer.
Recalculate prices
Opens the Recalculate prices dialog box, which you use to specify options for updating the prices and discounts for the document.
Write-off
Navigates to the Write-off balances and credits (AR505000) window so that you can write off the document balance.
Reclassify general ledger batch
Send to AutoInvoice
Sends the invoice automatically to AutoInvoice
Poll invoice status:
Updates the AutoInvoice status and Business level status under the AutoInvoice section of the Invoice address tab.
Generate e-Invoice XML draft:
Generates a draft version of the PEPPOL BIS 3.0 XML, so that you have the possibility to check the content and validate that all settings are correct, before you start using the PEPPOL BIS 3.0 format for electronic invoicing. It is also possible to use this action after you have sent the invoice to AutoInvoice.
The action can be used on all statuses except On hold, and becomes available if PEPPOL BIS 3.0 is activated and you have enabled the setting Send to AutoInvoice on the Invoice address tab.
Note! The generated file is a draft and may not be used as a legal document.

Reports

Provides fast access to the following reports:

Unreleased transactions
Print invoice
Preview invoice

The Recalculate prices dialog box

You use this dialog box to specify the options used for updating prices and discounts for the invoice.


Column	Description
Recalculate	The way prices and discounts are recalculated. You can select one of the following options: All lines: To refresh prices and discounts for all lines Current line: To refresh prices and discounts for the selected line
Set current unit prices	A check box that indicates (if selected) that the system must update the item prices with the current prices.
Override manual prices	A check box that indicates (if selected) that the system must update the prices that have been modified manually (in the Unit price column) with the current prices. The check box is available for selection if the Set current unit prices check box is selected. After the manual prices are overridden in the document, the system clears the Manual price check boxes in the appropriate document lines.
Recalculate discounts	A check box that indicates (if selected) that the system must recalculate the discounts for the current line or for the selected lines.
Override manual line discounts	A check box that indicates (if selected) that the system should cancel the manual discounts for the current line or all lines (depending on the option selected in the Recalculate field) and search for applicable automatic discounts.
OK	Closes the dialog box and applies the selected options.

The top part

You use this part to view summary information for an existing invoice or to provide this information for a new invoice.

Element	Description
Type	The type of document, which can be one of the following options: Invoice A document used to invoice a customer for the shipped goods Debit note A document used to charge a customer for the shipped goods if undercharging or an error was detected Credit note A document used to credit the customer for returned goods Cash sale A document used for cash sales that do not update the customer's customer ledger Cash return A document used for returns on cash sales; it does not update the customer's customer ledger
Invoice no.	The reference number of the document, which is automatically generated by the system in accordance with the number series assigned to invoices and notes in the Customer ledger preferences (AR101000) window.
Status	The status of the document, which is assigned automatically and can be one of the following options: On hold, Open, or Closed.
Hold	A check box, which is unavailable for documents that are generated automatically, that indicates (if selected) that the document has a status of On Hold and cannot be released.
Credit hold	A check box that indicates (if selected) that the customer is on credit hold, and its documents cannot be processed further.
Date	The date of the document.
Post period	The financial period to post transactions generated by the document.
Customer order	The reference number of the document used by the customer.
Customer	The customer to be invoiced.
Location	(This field only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The location of the customer.
Contact	The customer contact.
Currency	The currency of the document.
Terms	The payment terms used in relations with the customer.
Due date	The due date of the document.
Cash discount date	The date up to which the cash discount is available for the document, in accordance with the payment terms.
Child	The customer's child account, where the associated order came from, if applicable.
Project	The project with which this document is associated, or the code indicating that this document is not associated with any project; the non-project code is specified in the Project accounting preferences (PM101000) window. Project appears if the Projects module has been activated.
Invoice text	A short message to include in the invoice.
VAT exempt total	(This field is available only if the VAT reporting functionality is enabled in your system.) The document total that is exempt from VAT. This total is calculated as the taxable amount for the VAT with the Include in VAT exempt total check box selected in the VAT (TX205000) window.
VAT taxable total	(This field is only available if the VAT reporting functionality is enabled in your system.) The document total that is subjected to VAT. The VAT taxable amount will only be displayed in this field if the Include in VAT taxable total check box is selected for the applicable VAT in the VAT (TX205000) window. If the check box is cleared, this field will be empty. If the document contains multiple transactions with different taxes applied and each of the applied taxes has this check box selected, the taxable amount calculated for each line of the document will be added to the VAT taxable total field of the document.
Balance	The balance of the document.
Cash discount	The cash discount amount taken or to be taken on the document.
ROT or RUT deductible document	Select this check box if the amount on this document is applicable for ROT or RUT deduction. The ROT and RUT details tab will appear and the columns RUT or ROT deductible, Item type, Type of work and Deductible amount will be displayed in the Document details tab table.

The Document details tab

This tab holds the details of the document. Use the Add order action (and its associated dialog box) to easily add shipped orders to the document.


Button	Description
Add order	Opens the Add order dialog box, which you can use to add the orders to the invoice.
View schedule	Navigates to the Deferral schedule (DR201500) window, so that you can view the details of the deferral schedule generated for the line.
Reset sorting	Sorts the invoice lines in the table by the shipment numbers and sales order numbers.

The Add order dialog box

You can use this dialog box to add shipped orders of the same customer to the invoice if sales orders of this type have not been defined to be invoiced separately.
The Invoice separately check box for order types is located in the Order types (SO201000) window.


Element	Description
Order type	The type of order to be added to the shipment.
Order no.	The reference number of the order.
Shipment no.	The reference number of the shipment made to fulfill the sales order.
Customer	The customer t receive the shipment.
Location	(This column only appears if the Business account locations functionality is enabled in your system.) The location of the customer to receive the shipment.
Shipment date	The date of the shipment.
Shipment qty.	The quantity of the item shipped.

The dialog box has the following buttons:
Add	Adds the selected shipped orders.
Add and close	Adds the selected orders and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box.

The table

Column	Description
Branch	The branch where the shipment has been created.
Shipment no.	The reference number of the shipment document included in this document.
Order type	The type of the order that the shipment is based on.
Order no.	The reference number of the order.
Item ID	The item ID of the shipped item.
Transaction descr.	The description provided for the shipment.
Warehouse	If the Multiple warehouses option is enabled in the Enable/disable functionalities (CS100000) window, the warehouse of the stock item is required for the customer invoice line. If you enter a customer invoice directly in this window, you can edit this column. For customer invoices prepared from shipments and sales orders, the system fills in this column automatically.
Location	If the Multiple locations option is enabled in the Enable/disable functionalities (CS100000) window, the location of the stock item is required for the customer invoice line. If you enter customer invoice directly in this window, you can edit this column. For customer invoices prepared from shipments and sales orders, the system fills in this column automatically.
Quantity	The quantity of items in the shipment.
UoM	The unit of measure (UoM) used for the item.
Lot/serial no.	If the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000), this column is required for customer invoice lines with lot- or serial-tracked stock items.
Expiration date	If the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000), this column is required for customer invoice lines with lot- or serial-tracked stock items.
Unit price	The price of the unit of the shipped item.
Manual price	This check box indicates (if selected) that the unit price has been specified for this line item manually, corrected, or transferred from a sales order. In the invoice generated for the sales order, this check box is selected automatically for each line of the invoice to prevent price updating if new prices are in effect on the date of the invoice. If you clear this check box, the system updates the unit price in the document line with the current price (if one is specified).
Discount percent	The percent of the line-level discount that has been applied manually or automatically to this line item. The selected Manual discount check box indicates that the percent of the discount is specified by the line-discount applied manually, or has been entered manually, or calculated based on the discount amount entered manually for this line item in the sales order or in this invoice. If the Manual discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.
Discount amount	The amount of the line-level discount that has been applied manually or automatically to this line item. The selected Manual discount check box indicates that the amount of the discount is based on the line discount applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item in the sales order on in this invoice. If the Manual discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.
Manual discount	This check box indicates (if selected) that the discount has been applied manually for this line item in the sales order or in this invoice. With this check box selected, you can enter either the discount percent or the discount amount or you can select a discount code of one of the line discounts intended for manual application. The column is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Discount code	The code of the line discount that has been applied to this line.
Discount series	The identifier of a discount series that has been applied to this line. The column is hidden by default and only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Amount	The amount of goods shipped.
Account	The sales account to be updated. See also: About suggested sales accounts.
Description	The description provided for the account.
Subaccount	The corresponding subaccount to be updated.
Project task	The particular task of the project with which this document is associated. This column appears if the Projects module has been activated and integrated with the Inventory workspace.
Salesperson ID	(This column is only available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.) The salesperson associated with the sale of the items.
Deferral code	The deferral code assigned to the document line, if the line amount should be recognized as revenue over multiple periods. You can change the deferral code in this box manually, if needed. If you change the MDA deferral code (the deferral code that defines the item as an MDA package) to any non-MDA deferral code, the system will consider this item as not a package and will ignore its components while generating deferral schedule upon release of the document. That is, the system will generate the deferral schedule according to the selected non-MDA deferral code. Note: Only active deferral codes are shown in the lookup. If you manually enter an inactive code, you will get an error message that the code is inactive.
Term start date	(This column only appears if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.) The date when the process of recognition of the deferred revenue should start for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.
Term end date	(This column appears only if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.) The default date when the process of deferred revenue recognition should finish for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.
Original deferral schedule	The schedule generated in accordance with the deferral code assigned. Recognition of the line amount as income is performed according to the schedule.
VAT category	The VAT category ID that applies to the goods. See also: About suggested VAT categories.
Commissionable	(This column is only available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.) A check box that indicates (if selected) that commissions should be calculated on this document.
External link	A read-only column displaying the external link for the line, collected from the corresponding sales order.
Orig. inv. no.	For the return lines, in this column, the system fills in a link to the original invoice.
Orig. inv. line no.	For the return lines, in this column, the system fills in a link to the original invoice line number.
Inventory doc. type	This column shows the type of the inventory document connected to the corresponding inventory issue that updated the inventory.
Inventory ref. no.	This column shows a link to the corresponding inventory issue that updated the inventory.
Ref. no.	The reference number of this document in which the line item is listed.
Trans. type	The type of this transaction (document).
Line type	The line type for the customer invoice line, which can be one of the following options: Misc. charge: for non-stock items that do not require shipment. Goods for warehouse: for stock items. Non-stock goods: for non-stock items that require shipment.
Line no.	The original order number of the document line. This number is not updated after reordering lines.
Order line no.	The order's line number that matches this line of the document.
Sort order	The order number of the document line. The system regenerates the number automatically when you reorder the lines in the table manually or by using the Reset sorting button.

The VAT details tab

The table on this tab, which is filled out automatically when you click Save, contains information about all individual VAT applied to the document lines.

Column	Description
VAT ID	The identifier of the specific VAT applied to the document.
Description	The description of the VAT ID in clear language.
VAT rate	The VAT rate used for the tax.
Taxable amount	The taxable amount for the specific VAT calculated through the document.
VAT amount	The VAT amount for the specific tax.
Reverse VAT	A check box that indicates (if selected) that this is a reverse VAT.
Statistical VAT	A check box that indicates (if selected) that this VAT will be calculated only for statistical purposes. Or, will be reported only, but not actually paid.
Pending VAT	A check box that indicates (if selected) that this VAT is pending and will be recognised after completing the VAT recognition process.
Include in VAT exempt total	A check box that indicates (if selected) that this VAT has a zero rate and is used to calculate a document subtotal that is actually exempt from VAT.
VAT type	The type of the VAT, which can be one of the following: Sales Use VAT Withholding

The Commissions tab

This tab only appears if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.
It is not available for orders of the Transfer type.
In this tab, you can view the commissions calculated for the document, or specify salespersons who participated in sales.


Element	Description
Default salesperson	The identifier of a salesperson to be used by default for each invoice line.
Total commissionable	The total amount used to calculate commissions for all salespersons involved.
Commission amt.	The total amount of commissions on the document.

The table

Column	Description
Salesperson	The salesperson who participated in sales.
Commission (%)	The percent of commission generally earned by the salesperson.
Commission amt.	The commission amount earned by the salesperson on this sale.
Commissionable amount	The amount of the document subjected to commission.

The Freight details tab

This tab has a table with the shipments included in the invoice and all the freight charges applicable to the shipments.

The freight details are read-only except for the Premium freight amt.

To adjust the Total freight amt. in an invoice, you can specify the needed positive or negative amount in the Premium freight amt. field.

Column	Description
Shipment no.	The reference number of the shipment document.
Shipping terms	The shipping terms specified in the shipment document.
Shipping zone ID	The customer's shipping zone.
Ship via	The carrier through which shipping was performed.
Weight	The weight of the shipment.
Volume	The volume of the shipment.
Line total	The total amount on all lines of the shipment document.
Freight cost	The cost of freight for the invoice.
Freight amt.	The charges for shipping the items.
Premium freight amt.	Any additional flat charges for handling the shipments. You can use this box to adjust total freight charges for an invoice.
Total freight amt.	The total of all freight charges.
Account	The account used for recording freight charges.
Description	The description provided for the account.
Sub. ID	The corresponding subaccount.
Project task	The task of the project.
VAT category	The tax category of the freight charge.

The Financial details tab

This tab provides information about the batch generated for the document.

Element	Description
Batch no.	The reference number of the batch that contains all the transactions generated by the document. You can click the number to view the batch.
Branch	The branch where the invoice originated.
Customer ledger account	The asset account to be updated by the document amount.
Customer ledger sub	The corresponding subaccount to be used for the document.
Customer VAT zone	By default, the VAT zone associated with the customer location. If such a VAT zone is not specified, it is the VAT zone assigned to the selling branch.
Work group	The work group responsible for the shipment.
Owner	The user responsible for the shipment.

The References section

Element	Description
Accounting cost ref.	A textual value that specifies where to book the relevant data into the Buyer's financial accounts.
Originator document ref.	The identification of the call for tender or lot the invoice relates to.
Contract document ref.	The identification of a contract.
Customer project	The project number requested by the customer. When a project number is entered in this field, it will replace the internal project number when sending to AutoInvoicefor VismaXML and PEPPOL BIS. When nothing is filled in, the internal project number will be sent to AutoInvoice.

The Payment information tab

By using this tab, you can select a payment method for the invoice.

If the payment method involves credit card processing, you can initiate payment processing.

The tab provides information about processing centre transactions.


Element	Description
Payment method	The payment method of the customer to be used to pay for the invoice.
Description	The description of the payment method.
Cash account	The cash account associated with the payment method.
Payment ref.	The reference number of the payment.
Clear date	The date when the payment was cleared with the bank.
Cleared	A check box that indicates (if selected) that the payment was cleared with the bank.
Payment total	The total amount of the payment.
Amount to capture	The amount to be charged on the card.
Registered amount	The amount captured on the customer account associated with the card as the payment for the invoice.
Orig. PC ref. no.	This field is not in use.

The Invoice address tab

This tab contains the customer's invoice-to information.

The Invoice contact section

Element	Description
Override contact	A check box that you select to indicate that the default contact should not be used and to specify a new contact.
Business name	The legal business name of the customer to appear on the documents.
Attention	The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Phone 1	The default phone number of the customer.
Email	The email address of the customer as a business entity.

The Invoice address section

Element	Description
Override address	A check box that you select to indicate that the default address should not be used and to specify a new address.
Address 1	The first line of the invoicing address.
Address 2	The second line of the invoicing address.
Postcode	The postcode. An input mask for the postcode can be set in the Countries/counties/postcodes (CS20400S) window.
City	The customer's city.
Country	The customer's country.
County	The county or province of the customer.

The Print and email options section

Element	Description
Printed	A check box that you select to indicate that the invoice has been printed.
Do not print	A check box that you select to indicate that the invoice will not be printed.
Emailed	A check box that you select to indicate that the invoice hast been sent by email.
Do not email	A check box that you select to indicate that the invoice will not be sent by email.

The Report settings section

Element	Description
Show description on order confirmation and invoice	Select this check box to show the description in the Description field on both the sales order confirmation and the invoice.
Print note on external sales documents	A check box that you select to indicate that the note will be printed on external sales documents.
Print line note on internal sales documents	A check box that you select to indicate that the note will be printed on internal sales documents.

The AutoInvoice section

In this tab you find the AutoInvoice sending information. Here, you also find the invoice response message, if you have activated this functionality in the AutoInvoice settings (CS10250S) window, and the customer has activated this from their side. For more information, see: About invoice response messages.

Element	Description
Sent to AutoInvoice	A check box that indicates (if selected) that the document was sent to AutoInvoice.
Send to AutoInvoice	A check box that indicates (if selected) that the document will be sent to AutoInvoice.
Sending method	Indicates which path the AutoInvoice was sent by: Standard or Consumer.
AutoInvoice status	Shows the status of processing. Available statuses are: Sent to AutoInvoice: Awaiting processing. Pending: Awaiting delivery. Sent: The invoice is sent. Error: To check why an error occurred, you have to go to AutoInvoice.
AutoInvoice sent by	Shows how the invoice was sent. Possible values are: Sent inside home network Sent by email Sent by print Sent by print PRIORITY Sent by print WORLD Sent e-Invoice Sent to bank network Sent by N/A
Business level status	The status of the invoice as sent by the customer. It can be one of the following: Message acknowledgment In process Under query Conditionally accepted Rejected Accepted Paid To get the current status, click the Actions button and select Poll invoice status.
Reason code	The reason given by the customer to clarify the business level status. This text is predefined, see this status clarification reason list for all possible reason codes.
Reason	Text entered manually by the customer.
Action code	The action the customer wants you to take for this invoice. This text is predefined, see this status clarification action list for all possible action codes.
Action	Text entered manually by the customer.

The Discount details tab

This tab has a table that shows the details of the Group- and Document-level discounts that were applied to the document.

The table toolbar includes only standard buttons.

Column	Description
Skip discount	A check box that you select to cancel a Group- and Document-level discount for the invoice. Selecting the check box updates the document's total and the line amounts but does not remove the record of the cancelled discount from the Discount details table.
Order type	The type of the sales order.
Order no.	The reference number of the sales order.
Discount code	The identifier (code) of the discount applied to the document.
Series ID	The identifier of the discount series applied to the document.
Type	The type of discount whose sequence was applied to the document (Group, or Document).
Manual discount	This check box indicates (if selected) that the discount shown in this row has been applied manually (from the Group- or Document-level discounts marked as manual in the Discount codes (AR209000) window.
Discountable amt.	The amount used as a base for discount calculation if the discount is based on the amount.
Discountable qty.	The quantity used as a base for discount calculation if the discount is based on the item quantity.
Discount amt.	The amount of the discount.
Discount percent	The discount percent if by definition the discount is calculated as a percentage.
Free item	The item ID of the free item, if one is specified by the discount applied to the document.
Free item qty.	The quantity of the free item to be added as a discount.

The Applications tab

This tab has a table showing the payments applied to this document. This tab is not available for documents of the Cash sales and Cash return types.

Button	Description
View payment	Opens the Customer payments (AR302000) window in a pop-up window so that you can view the document details or application, depending on the document type.
Apply automatically	Automatically applies the available payments to the document. The button is available if the Invoice type is selected in the top part of this window.

If you select Invoice or Debit note in the top part, the table columns look like this:

Column	Description
Doc. type	The type of the payment document.
Ref. no.	The reference number of the document. When you click this number, the Sales invoices (AR301000) window or the Customer payments (AR302000) opens as a pop-up depending on the document type, so that you can view the document details.
Amount paid	The amount specified by the payment document.
Cash discount taken	The amount of cash discount taken during the application of the payment.
Payment date	The date of the payment.
Balance	The balance of the invoice after payment application.
Invoice text	The description of the payment document.
Currency	The currency of the transactions.
Payment period	The period to which the payment transactions are posted.
Payment ref.	The reference number of the payment document.
Customer	The customer to which the payment document belongs.
Status	The status of the payment.

If you select Credit note in the top part, the table columns look like this:

Column	Description
Document type	The type of the document that was applied.
Reference no.	The reference number of the applied document. By clicking this number, the document details window opens.
Customer	The ID of the customer account.
Amount paid	The amount that was actually paid which is displayed in the currency of the document that is selected in the window.
Date	The date of the document.
Balance	The balance of the document after the credit note was applied.
Invoice text	The description of the document.
Currency	The currency of the document.
Post period	The period to which the document transactions are posted.
Customer order	A reference to a document of the customer, such as a purchase order number (for informational purposes).
Status	The status of the document.

The Totals tab

On the Totals tab, you can view the totals automatically calculated for the document.

Element	Description
Line total	The total amount on all document lines with stock items and non-stock items that require shipment, after Line-level discounts are applied. This total does not include the freight and premium freight amounts. This total is calculated as the sum of the amounts in the Amount column on the Document details tab for lines of the Goods for warehouse and Non-stock goods line type.
Misc. total	The total amount on all document lines with non-stock items that do not require shipment, after Line-level discounts are applied. This total is calculated as the sum of the amounts in the Amount column on the Document details tab for lines with the Misc. charge line type.
Discount total	The discount total calculated for the document. This total includes discounts of the Group and Document levels. The discounts of the Group and Document levels are listed on the Discount details tab; the Line discounts are shown on the Document details tab. This field is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
VAT total	The total amount of VAT calculated for the document.
Freight	The amount of freight charges.
Premium freight	Any additional flat charge that applies to the document for shipping and handling.
Payment total	The total amount of payments for this invoice.
Registered amount	The payment amount registered as the result of card processing.

The ROT and RUT details (Sweden) tab

This tab is displayed when you select the ROT or RUT deductible document check box in the top part of this window.

The ROT and RUT settings section

Element	Description
Distribute automatically (check box)	When this check box is selected, the amount will be distributed equally among the specified personal IDs.
RUT (check box)	Select this option if the work is related to RUT (cleaning, maintenance, laundry) deduction.
ROT (check box)	Select this check box if the work is related to ROT (repairs, conversion, extension) deduction. When you select this, you need to fill in either the Property field, or the Apartment and Corporate ID fields.
Apartment	The apartment number.
Property	The property number.
Corporate ID	The housing cooperative's ID.

The ROT and RUT distribution section

Here you can add the person(s) who will receive the tax deduction.

Column	Description
Personal ID (YYYYMMDDNNNN)	The personal ID in the format YYYYMMDDNNNN.
Amount	The amount distributed to this person. If the Distribute automatically check box is not selected, you can edit this field and manually distribute the amount among the personal IDs.
Over 65	A check box that you select to indicate that this person is over 65 years old. This is not done automatically.

The ROT and RUT totals section

Elemant	Description
Total deductible amount	The total amount that is tax deductible.
Other cost	The total amount for items of the Other cost type, including VAT.
Material cost	The total amount for items of the Material cost type, including VAT.
Work price	The total price of labour hours (items of the Service type), including VAT. This is the amount eligible for tax deduction.
Distributed amount or Undistributed amount	When the Distribute automatically check box is selected, this will display the total amount distributed among the specified personal IDs. When the Distribute automatically check box is not selected, this will display the amount still to be distributed manually among the specified personal IDs.

The Attachments tab

On this tab, you can view and send invoice attachments to AutoInvoice.

Column	Description
View file	View the selected attachment file.
Send the file to AutoInvoice	When this is selected, the file will be sent to AutoInvoice with the invoice.
Name	The name of the file.
Created by	The user who has created the file.
Creation time	The time when the file was created.
Comment	An optional comment connected with the file.
File size	The size of the file to be sent.