Sales invoices

This report provides an overview of which invoices have been sent to all debtors. Note that cash sales are represented by a check mark in the 'Cash' column. This reminds the user that no entries have been created on the debtor status account. Read more here.

Buttons on the ribbon

Below is a description of the buttons on the ribbon

Button	Button description
Edit	Press the button to edit the invoice you are standing on. Here you can edit the order group, payment, delivery fields, etc. NOTE! Changes to e.g. due date do not apply to open items. Open items must be edited manually. Read more here...
Refresh	Tap the button to update all information and corrections.
Filter	Use the drop down drop down list to select what you want to filter and sort by. Read more about filter here...
Clear Filter	Resets the filtering.
Layout	You have the option to save, delete, edit or retrieve a saved layout. Described under General functions. Read more about layouts here...
Line items	All postings on the invoice are shown here.
Posted by	Shows an overview of who posted the invoice and when.
Attached files	Here you can view any attached memo or document.
Invoice lines	Shows invoice lines on the selected invoice.
View original invoice PDF	Displays the original invoice, saved in Uniconta, as a PDF. The first time you invoice, an invoice PDF is created. It is saved on the server, and all calls to view or send the PDF will now take the saved version. The new accounting law stipulates that we must save the original PDF that is sent to the customer.
View invoice	Displays a printout of the entire invoice.
Show Delivery Note	Displays a delivery note based on invoices. Uniconta can also be used with separate delivery notes. Read more here...
Send as email	Sends directly to the email address that you have set up for your debtors. If you get the error: "Operator blocked" when clicking 'Sent as email', it means that the 'Block send email' box is checked under Company/Company details. Read more here...
Send email from Outlook	Opens Outlook from where the email text and recipient can be edited.
Send as e-invoice	Sends the selected invoices through Uniconta's server. This menu item is not visible if you have deactivated NemHandel under preferences.
Log	Log of sent e-invoices and direct debits via Betalingsservice
Exporting e-invoices	Exports the selected invoices in OIOUBL format.
Create order	Here you can create a new sales order, or send a quote, or reverse the sign if you need to create a credit note. Read more here...
Previous addresses	Here you can view and edit previous addresses on the debtor. Read more at the bottom of this article
All fields	Here you can see the content of all fields in the line you are standing on.

 

Fields on the invoice list

Description of the most important fields on the invoice overview.

Field name	Field Description
Date of invoice	Invoice date
Email sent	Date the invoice was sent from Uniconta, via email
e-invoice sent	Date the invoice was sent from Uniconta, via electronic mail, OIOUBL or Peppol
Direct Debit sent	Date the invoice was collected via one of the Direct Debit solutions i.e. Betalingsservice, Leverandørservice, SEPA Direct Debit or Claims (Iceland)
Email errors	If this field is checked, the invoice has not been sent from Uniconta. Check the error log to see what the cause might be. Read more here...
e-invoice errors	If this field is checked, the invoice has not been sent via the Uniconta electronic setup. Check the Log to see what the reason might be. Read more here...
Approve	The Approves field can be inserted using the Layout/Other fields button. The field is filled in with the employee who approved the order.

Postings or invoice lines

By clicking the Postings button, you can view all postings on the individual invoice. You can also choose to view invoice lines by clicking on invoice lines. Here you can also edit the storage location and batch or serial number, as well as the variant and add or edit notes. Note! Batch or serial numbers can be removed from here. If you want to replace/add a batch or serial number, go to the stock records and find the current stock record, after which you can perform the exercise. If there are physical vouchers attached, you can click the Physical voucher button and view them, or you can choose to view the original invoice. ATTENTION! Remember that the cost price on the invoice line is only updated to the cost price model after you have recalculated cost prices manually. Read more here.

Customs number

The invoice has a customs number that can be used for import. It can also be added via the report generator on the printouts.  

Previous addresses

Under Debtor/Reports/Invoices you can see a list of previous addresses registered on the debtor. When reprinting invoices, Uniconta then looks in that directory to see if there is an address after the invoice date. GLN number has been added to previous addresses. You can create, edit and delete in the directory yourself. At the same time, the old address is automatically inserted when you edit the address in the debtor directory itself. This makes it possible to decide whether you want the new address or the old address on old invoices, simply by maintaining this directory. Note! If you change an address on the current date and want to ship with the new data the same day, you must change the field Changed to the day before, as the date of the change must be older than the current date.

Print/export multiple invoices

All invoices from the invoice archive can be exported and/or printed in one go like this:

• Filter on the invoices you want to export, e.g. by filtering on dates or similar
• Press Ctrl+A to select all invoices in the overview
• Select the View invoice button on the ribbon. This creates an on-screen printout of the selected invoices
• From the printout on the screen, you can choose to print the invoices at the top by selecting one of the printer icons. Alternatively, you can select the arrow to the left of the envelope and choose, for example, to save the printout as a PDF.