- https://aktiva.merit.ee/#sales:customers Sales>Customers
-
- Customer name: Legal Name or Business use autocomplete (test Karin Eegreid)
Normal person check the Natural person checkmark
E-Mail: billing email > where invoices go
Reference No. base: Unique number YYYYMMDDXX - internal magix veri important very needed !!!!
Invoice language: Estonian or English
Bank information on an invoice : LHV2
Mass sending channel: E-mail (unless asked e-invoice)
- https://aktiva.merit.ee/#sales:perinvoice
-
- Customer: Search for existing name
- Date for the next invoice: should be start of current month (prepayment)
- Invoice payment day: 27
- IF Recurrance if YEAR then collect money front
- Invoice for: Current pertiod (default)
- Items/Services: liikm.XXX
never change Price. Use Disc.% or Quantity
When first creating then press "Save and create invoice"
Upper right corner has E-Mail icon. Press it to show preview and send the invoice out.
- https://aktiva.merit.ee/#sales:perinvoice (Sales > Recurring Invoices)
- Right top corner "Generate invoices up to"
Should be current date (default)
If you are creating for future invoice then change the date to future
otherwise no invoices will be generated and a popup message will be shown
- Press "Preview"
- Press "Create Invoices" > "Yes"
- You will now be redirected to different page (Sales > Invoices) https://aktiva.merit.ee/#sales:invoices
- Right top corner "Mass sending"
Starting and Ending date == all not yet sent.
Output: E-mail
- "Preview"
- "Send invoices with e-mail"
- Repeat "Mass sending" but use Output: E-invoices instead of E-mail
NB: if invoices have not been sent out timely for multible months then do this
flow as many times untill no more invoices are generated (steps 1 to 4).
Email sending can be done at once.
- https://aktiva.merit.ee/#sales:perinvoice (Sales > Recurring Invoices)
- Look up customer (IF searching for terminated then switch Active filter to All invoices)
- Edit Left Top corner
- Terminated CHECK BOX
- Reason for termination: Avaldus
- Contract end: End of month date not beginning of new one
- "Save"
- Date: The end of previous month
- The Detail: General
- Get report
- Harass people how has unpaid invoices
- if 2 months wihtout payment close floor access
- Sales / Customers
- Select Customer
- Scroll down > Invoices and payments
- Right top corner PDF
NB: This only shows approved imported payments witch might be present in LHV
NB: Never press recurring invoices
Also check doorboy logs for usage https://inventory.k-space.ee/m/doorboy/log