Specify the report for printing a subscription invoice

Would you like to configure an order number or sales contact reference for a subscription in one go and view the invoices straight away? Then you configure this in the entry layout for subscriptions and in the report for subscription invoices.

If the Collect on invoice check box is selected in the sales contact profile for subscription and other invoices, Profit displays the reference number of the various subscriptions on the invoice lines, but not in the header.

To configure the order number/reference:

Add the Order number/reference field to the header of your (new) entry layout for subscriptions.
More information: Change an entry layout
The header and footer of an entry contain general data. When posting entries, first you complete the header, then the entry lines and then the footer.

The header in an entry layout is not mandatory; some entry layouts do not have a header. Maintain the header and the footer of an entry layout in the same way. The header and footer can each contain multiple tabs. You can insert both fields and images in a tab.

Add tab:
1. Go to: General / Management / Entry layout.
2. Open the entry layout.
3. Go to the tab: Header.
4. Click on:.
5. Enter the description.
6. Click on: OK.
7. You now have the following options:
  Change tab name:
  
  Delete tab:
8. Add field to a tab:
  - Drag the field from the field list onto the tab.
  - Double-click on the field in the field list.
Change field properties:
1. Go to the tab:.
2. Select a field.
3. If necessary enter any deviating field description. This is used in the entry layout instead of the default description.
4. If necessary enter any deviating tooltip.
  You enter a tooltip that applies to the organisation. When posting entries, the user can view the tooltip using F12 (not in AFAS Online).
Delete fields from a tab in the header or footer:
1. Select the field in the tab.
2. Press: Delete.
Move fields on a tab in the header or footer:
1. Select the field in the tab.
2. Use the mouse to drag the field to the correct location.
Add the Order number/reference field to your subscription invoice report. For this, you first need to add it to the available fields.
1. Click on:Modify.
2. Add the field.
See also: Add a field in a report

To add an order number/reference to a subscription:

Add a subscription.
Select the new entry layout.
In the header, enter a vlue in Order number/reference.
Complete the subscription.

Generate the subscription invoice:

More information: Invoice subscriptions automatically

You can automatically invoice subscriptions that are eligible for invoiced.

Profit determines which subscriptions are eligible on the basis of a number of criteria, such as the reference date which you enter in the selection window. Profit also checks the Invoice sales immediately and Do not invoice fields in the subscription properties.

If a subscription contains lines which are eligible for invoicing and others which are not, you still see the subscription in the wizard. In that case, Profit only prints the lines to be invoiced on the invoice.

Note:

The Remote sales VAT duty is not possible in combination with automatic invoicing. This applies to all types of automatic invoicing: in drafts, projects, courses and subscriptions.

To invoice subscriptions automatically:

Go to:
- Subscriptions / Invoicing / Invoices
- Hours/Declarations / Claim / Subscription invoices (Accountancy)
Click on the action: Invoice automatically.
If necessary, select another Administration.
If applicable, enter another Reference date.

Leave the Reference date set to today.

If applicable, enter another Invoice date.

Leave the Invoice date set to today.
Profit adds the number of days in the payment condition, e.g., 14 days, to the date of invoice, to calculate the due date (the date by which the sales contact must have paid).

Select the Start output wizard upon completion check box if you want to e-mail or print the invoices immediately.
Note:

If you choose automatic invoicing, you generate the invoices immediately, even if you decide not to e-mail or print the invoices using the Output wizard. Because this means that the creation of the invoices has been recorded for the contacts/participants, these lines are from then on longer displayed in the Invoice automatically function. In that case, you can only e-mail or print the invoices from the Invoice view.
Click on: OK.
You now see all lines that still have to be invoiced.
Select the lines for which you want to generate an invoice. Using the Ctrl+A hotkey, you can select all lines displayed in one go. You can undo this with the Ctrl+D hotkey.
Click on: Finish.

If you do not send the invoices now, you can do so later on using the Output action in the Invoices view.

If you have selected the check box for e-mailing or printing the invoices using the Output wizard, the wizard now starts. If you start the Output wizard via automatic invoicing, you cannot select invoices.

To e-mail/print:

Select the Different issue check box if you want to e-mail or print all lines in the same way and therefore do not want to take into account the Preferred issue method set for the sales/purchase contacts.
1. Select the deviating issue method which will be the same for all selected lines, namely: Print, Print and e-mail PDF or E-mail PDF. For invoices, you also have the E-mail e-invoice + PDF option.
2. Select a deviating report (other than that set in the sales and/or purchase contact profile).
3. Select a message template if you selected one of the e-mail options as a deviating supply type.
Select the Save in client record check box if you want to store the issued reports in the dossier for the contact(s).
For Sorting, select the sorting method for printing.
Select the Descending check box to sort the reports from high to low.
Click on: Next. If you are using the queue, this step is not available and you cannot display a print preview.
You now see an overview of the lines that will be issued and how this will be done.
1. Select a line with the Print issue method and click on the Print preview action to check the report.
2. Select a line with the E-mail issue method and click on the E-mail preview action.
3. Close the preview.
Click on: Finish.
Click on: OK when the message informing you that the processing is complete is displayed.
The Printed, Dossier, Mailed, Compl. proc. and Provided using eVerbinding check boxes are selected when you have completed the corresponding procedure. These fields are only visible if you have added them to the view.

View the subscription invoice:

More information: View a subscription invoice