The order / invoice module in 24SevenOffice is structured in the way that it is a dashboard for the invoice module at the top of the menu on the left, where you can see the overview with graphs of sales revenue, order values, best-selling products, and the like. You can also click on Order Processing to create a new order/invoice. The Order List and Invoice List provide an overview of orders in different order statuses and invoices, respectively, while Distribution provides a detailed overview of the status of the distribution of each invoice and credit note.
Some companies have many employees who only work with invoicing, while other companies may have an employee who invoices a little in addition to many other work tasks. It is nevertheless important that a person is responsible for the layout and settings set up in advance. When invoicing, you must know, among other things, that the right products have been entered, that the products have been set up correctly in relation to the types of VAT and accounts in the account plan, that the correct invoice template is chosen so that the invoice will look correct at distribution, that the distribution process is configured with proper distribution methods, and so on.
Once an invoice has expired, you can further use the debit module to send out debits, debt collection or transfer to debt collection. If you want to avoid having to do the pure job yourself, we can recommend an integration against Hokas or Intrum Justitia who will take care of this for you.
What should I think of to get started with the invoice module?
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Enter customers / suppliers either by import or manually enter them. If the customers to be invoiced are already in, check that the company information of the customer is updated so that the information on the invoice is correct.
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Post products either by importing products and product categories, or manually inserting the products into the product management.
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Setting up fiscal years.
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Go over the chart or accounts. If you need to use a different account plan than the standard Norwegian account plan, you can import your own account plan. In this case, it must be done before any invoices or accounting documents are entered in the client.
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Review the settings in the invoice module.
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Go through the Distribution settings.
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Company settings must be set up to get the correct information on outgoing invoices. Remember to enter the organization number with VAT back if the customer is registered in the VAT register. In order to send an electronic invoice (EHF) this must also be in place.
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Order settings should also be reviewed before you begin creating orders / invoices in relation to rounding, payment time, invoice fee, aggregate invoice, and so on.
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Review invoice templates under Templates. There is a set of order templates and invoice templates in 24SevenOffice, but if you need to make any adjustments to these to fit your business, you can contact our consulting department at help@24SevenOfficeus.com and they will assist with this.
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Set up the default distribution run. See distribution settings for more information.
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In order to send an invoice via email, the following two things must be done:
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In the e-mail module in 24SevenOffice to send e-mails and to link the e-mails you have sent to customers against the CRM customer card.
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Enter invoice email addresses for customers to be able to email invoice. This is done on the settings tab of the CRM customer card.
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Go through setup. Here you can choose which fields should be displayed when an order / invoice is created, so that it will be most adapted to the company's use. You can also choose which fields to display in the order list and invoice list.