Time and invoicing > Invoicing > Invoicing upcoming bookyear

The trust version has a functionality to book invoices for the upcoming bookyear before the new bookyear is created.

In some cases creating the next bookyear is not possible, because for instance the time administration is not up to date yet.

Often, it is desirable that these invoices could already be made, but not booked until the next fiscal year.

Option: Book invoices in upcoming bookyear

This option is set at Settings Book tabpage Other.

If this option is active, the journals of invoices with a date after the ending of the bookyear will be booked in a temporary file.

When a new bookyear is created, the journals will automatically be booked in the new bookyear.

Invoice number

When a new range of invoice numbers is used per bookyear the first invoice number to be used in the new book year can be entered in menu Maintenance> Financial for each Service company.

Every invoice for the coming bookyear will increment this number by one.

By creating a new bookyear, this number will automatically be set in the settings of the new bookyear as last used invoice number.

When no number is entered for a bookkeeping, the number in the settings for the current bookyear will also be used for invoices upcoming bookyear.

This function doesn't take account with the option Different no./daybook for credit invoices.

Notes:

–When this option is set, invoices with a date in the coming year will be booked according to previous description without warning.

–All kind of invoices, also those containing time, disbursements or fixed fees can be booked in the upcoming year.

–When a new bookyear is created, this functionality can not be used anymore in the previous bookyear.

–The option must be set per bookyear. After prolongation the option is default off in the new bookyear.

Free amounts

A free amount per year can be set at debtor tabpage invoicing.

Notice that the invoicing module will calculate with the free amounts of the current year.