Computing invoices

Unit adminOrganisation admin

Where to find it:Invoicing›the unit›the batch

Once nothing is left to fix in the report, the batch’s second step Compute and review the invoices opens. Before computing you see a preview of how the invoices will turn out.

1. Press Compute invoices. Knuut makes a draft invoice for each invoice recipient.
2. Go through the drafts. You can download them for checking with Download drafts (PDF).
3. Change amounts or add lines if needed.

ChildrenInvoicingSettings

2. Compute and review the invoices1RecomputeDownload drafts (PDF)

Virtanen AnnaThe number is issued at finalize4Add a lineDownload invoice (PDF)

Virtanen Eetu
Own share	2From the municipality's report	€180.00
Client fee	Rule: Flat client fee	€60.00
Virtanen Iida
Own share	From the municipality's report	€180.00
Client fee	Rule: Flat client fee	€60.00
Sibling discount	Computed amount −€30.00 Reason: agreed with the family	−€60.00	3Change the amount
Total		€420.00

3. Finalize the invoices5Finalize and issue invoices

The sketch shows where things are on the screen. Knuut looks a little different, but the names are the same.Scroll the sketch sideways to see all of it.

• 1Recompute: computes the drafts again from the report and the current details.
• 2Where the line comes from: From the municipality's report is the co-payment. Rule: tells which of the unit’s client fee rules made the line.
• 3Change the amount: change the line’s amount. The computed amount and the reason stay visible.
• 4Add a line: add a line to the invoice that no rule makes.
• 5Finalize and issue invoices: the next step, see Finalizing.

Changing an amount

1. Press Change the amount on the line.
2. Enter the New amount (€) and a Reason, for example “agreed with the family”.
3. Press Save the amount.

After the change the line also shows the computed amount and the reason. Restore the original amount with Restore the computed amount. If the line should not be invoiced at all, set the amount to 0. A computed line cannot be removed.

Adding a line

1. Press Add a line on the invoice.
2. Enter the Line description and the Amount (€).
3. Under Whose block the line goes in, pick a child or No particular child.
4. Press Add the line.

An added line shows on the invoice as written. You can remove it with Remove the line.

Note!

Recompute removes amounts changed by hand and lines added by hand. Make your changes only once the report and the invoice recipients are in order.

What does the family see on the invoice?

In the drafts you see each child’s co-payment, client fee and discounts itemized. On the family’s invoice each child has one line, Share payable by the customer, plus a Discount line where a discount applies. Lines added by hand show as lines of their own. The service voucher terms do not allow the client fee to be itemized on the family’s invoice.

You can check how a single invoice looks with Download invoice (PDF).