Modifying Payer Information

1. Go to the Payers folder of the preliminary invoice.
2. From the list, choose the payer whose information you want to change and double-click to open it.
3. A Payer window opens, showing the net share of the payer, possible advances, and discounts.

4. If required, you can change e.g. the payer’s address, contact person, payment term, language, taxability, currency or invoice reference. 
5. If you want to modify the information to be printed on the invoice, do it on the Printing tab. 
6. You can change the setting for creating invoice for deductible on the Insurance Information tab. All other insurance related information needs to be entered in the Parties folder of the matter before creating a preliminary invoice.
    

Modifying Payer Discount

With the Discount button on the ribbon, you can set the payer a discount in either percentages or as an amount. If the payer has a discount table defined, it can be overridden on the preliminary invoice.

If the preliminary invoice payer does not have a discount table, the Discount table option cannot be selected and 0 % is displayed as its percentage. 

If the payer has a discount table in use, the Discount Table option is selected by default. The discount percentage has been calculated based on the discount table and it cannot be edited.

If the payer has unapproved (open, reviewed or uplifted/downlifted) preliminary invoices in other matters where the payer is in a principal role, a warning icon reminds that the discount percentage may still change due to invoicing of other open preliminary invoices. 

The discount table can be bypassed by entering a discount percentage or a fixed discount amount for the preliminary invoice payer and saving the selection. 

If a discount table is defined for the preliminary invoice payer only after the preliminary invoice has been created, the default option in the Discount window is either a manually entered discount percentage or a fixed discount amount. However, the Discount table option shows the percentage calculated based on the payer’s discount table, and the option is selectable. If selected, the software saves for the preliminary invoice payer the discount percentage and discount amount according to the discount table.

The discount percentage displayed in the Discount Table option corresponds the total invoicing amount calculated at the time the window is opened. If the steps are e.g. 1) 0–10000 = 10 % and 2) 10000–20000 = 20 % and the net amount of the preliminary invoice transactions is 15000, the discount percentage is displayed as 13.33 %, i.e. (1000+1000) / 15000.

NOTE! The changes you make to the preliminary invoice will only affect the invoice generated from this pre liminary invoice. If you want the changes to affect all invoices sent to the payer from the matter in the future, make the changes also in the Parties folder of the matter.
 

Adding / Changing Payer

A new payer can be added to a preliminary invoice in the Payers folder by selecting New. You can change add payers in a preliminary invoice if its status is still open, reviewed or uplift/downlift. Adding payers of a re viewed approved preliminary invoice is no longer possible. However, before doing it, the company or private person to be added as a payer must have been added as a matter party. The payment share of a new payer is automatically 0 % / 0 €, but you can edit the share with the “Adjust Price Per Payer” action. 

If you need to change the payer on the preliminary invoice, you can do it with the “Change payer” function in the Payers folder of the preliminary invoice. This function isn’t activated until the preliminary invoice has the status “approved”. This is because the function is created for the situation where there are multiple payersona preliminary invoice, actual invoices have already been made and you need to change the payer on only one of the invoices.
 

Setting the Advance to Be Used on a Preliminary Invoice

If the payer has unused advances, you can decide on the preliminary invoice if the advance should be used on this invoice or not.

In the preliminary invoice’s Payers folder, there is a Advance suggestion field showing the net amount of the selected payer’s paid and unused advance. The suggestion is also taken into account in the Net total field so that it shows the total net amount after discounts and advance. The advance column shows the amount of advance used, after the preliminary invoice is approved. If the Use advance field is selected, the suggested advance will be used for the invoice. Otherwise, the advance will not be used for the selected preliminary invoice.