Clicking on the Special situations button will open the sales invoice's Special situations page, on which you can revert the invoice status to Unfinished, create a credit invoice for the invoice, change the invoice's due date, process the invoice Notes, and mark the invoice as Paid or Partly paid, if the invoice has not been paid as a reference payment. Such situations can include cash payments, credit loss and allocation to an existing credit invoice.
The Special situations button on sales invoices opens the Special situations view of the invoice. You can navigate directly to the view by selecting Special situations after clicking on the More actions button in Search.
The special situations page cannot be accessed until the sales invoice has been Approved.
By clicking on the Revert to unfinished button, you can revert a sales invoice with a status of Not sent and an invoice channel other than No sending to Unfinished status. If external financing has been used for the invoice, it cannot be reverted to Unfinished status.
Clicking on the Create credit invoice button launches the Credit invoice function, which can be used to create a credit invoice for the sales invoice, set the status of both invoices as Marked paid, or create a purchase invoice for returning an incorrect payment to the customer.
By clicking on the Invoice button, you can access the options Invoice, which opens the sales invoice editing view, Accounting, which opens the receipt’s accounting page, and Preview, which opens the invoice in PDF or HTML format.
You can use the Attachments button to add attachments to or remove attachments from the invoice.
You can provide a new due date for the invoice in the New due date field. This will not change the due date in the invoice information, but will be displayed in the Due date column on the Search page. The new due date will be used when searching for overdue/due invoices or invoices by due date. If you are using automatic calculation of Collection and penal expenses, penal interest will be calculated according to the new due date.
In the Notes field, you can edit the information in the Seller’s note field on the invoice, even if the invoice status does not permit other editing. You can enter the notes directly into the field or click on the button after the field, which will open a window for editing the information. If you use the button, you can also use line breaks, which will be displayed as \ characters in the field. The length of notes is unlimited.
Clicking on the Save invoice data button will save changes made to the due date and notes.
Payment transactions allocated to the sales invoice, such as reference payments, are displayed on the Special situations page. When a reference payment has been allocated to the invoice, this will be indicated by a Reference payment transaction.
You can also add payment transactions to the sales invoice yourself, if necessary. Clicking on the Add transaction button will open a window in which you can enter the data of the new payment transaction to be allocated to the invoice.
By default, the program suggests the current date as the payment date, the open sum as the sum for the Payment field, and “bank transfer from elsewhere” as the payment method.
You can select the payment method from the drop-down menu. This data item is provided for information only and has no impact on processing. The data item will be displayed on the Sales transaction report, which can be found in Payment reports.
You can enter 94 characters of free-form additional information into the Transactions description field. Description will be displayed on the Sales transaction report found in Payment reports.
You can also mark an invoice as paid on the Special situations page if an extra payment has been allocated to the invoice (the open sum is negative), after which the payment will be returned or allocated to another invoice.
If you try to enter a date before the invoice date as the payment date, the program will notify you of this, but accept the payment entry regardless. The payment date cannot during a closed fiscal year or tracking period.
After you have entered the information, click on the Continue button. The payment transaction information will be saved automatically.
When the invoice’s Open sum is zero, the invoice status will change to Marked paid, and the invoice will be removed from the list of open invoices. A payment marking in Special situations will not generate accounting entries. Any accounting entries required must be made using a journal.
You can delete payment transactions entered on the Special situations page by clicking on the Remove payment transaction button. You can select which payment transaction to delete, and the transactions do not have to be deleted in any particular order.