One-time debtor

Version-92 In Uniconta, you can use a one-time customer. This can be used for web customers, for example, so you don't have to create a new debtor for each sale, but can reuse a debtor where data is simply saved together with the invoice. There are two ways to use the one-time debit. Both ways require you to create a debtor in your accounts.

1. A standard One Time Debitor
2. A selected one-time debtor

The first way is to create a debtor and assign it the status of a one-time debtor, after which you simply select the One-time debtor function when creating a sales order. The second way is to create a debtor and select this debtor and the One-time debtor function when creating a sales order. If you want a special account assignment for this debtor, you should create a separate debtor group and select this on the new one-off debtor(s). One-time debtor can be used with Quick Invoice and the Sales Order module. In Sales Order, you can create quotes, create orders from which you can send/print pick lists, order confirmations and delivery notes. However, sending requires you to fill in Email to Invoice.

Create a one-time debtor

Go to Accounts Receivable/Maintenance/Debtor Group and create or copy an existing group and modify it to fit the new setup. Go to Debtor/Debtor and create a debtor to use as a one-time debtor. Select the desired debtor group and only fill in the fields that will be applicable for all customers this one-off debtor will be used for.

Setting up a one-time debtor

Once the one-time debtor is created, you can assign it to your Debtor Number Series. It will then be the company's Default One-time debtor. Go to Accounts receivable/Maintenance/Number series Select the newly created debtor in the One-time customer field  

Use Standard One-Time Debtor

Select One-time customer on the small arrow to the left of the account field. A new tab will open where you can enter the information you want about the customer and click Save.

Use a selected one-time debtor

Select the one-time debitor in the account field and then select One-time customer on the small arrow to the left of the account field. After selecting One-time customer, you are given the option to enter customer information to be saved and printed with the invoice. When selling abroad, you can change the VAT zone to the desired zone. However, this requires that the debtor group is set up to use the desired VAT zone. Fill in the required fields and click Save. Fill in the order lines and invoice the customer.