1. Activating invoicing
Saving a contract in Koho does not automatically start its invoicing. This makes it possible to prepare contracts well in advance, but invoicing can only start after all the preliminary steps have been completed. For example, in organizations where contracts are prepared by a different person than the person who activates them, separate billing activation is required.
After saving, the agreement opens on the agreement page. If necessary, the information can be edited with the "Edit" button. There are two ways to activate invoicing: quick activation or manual activation.
Quick Activation
Quick activation is done by clicking on the "Default activation" button. This activates contract billing without any additional settings. Koho generates invoices automatically when the invoice date has been reached. The invoice date is determined based on the delay given in the "Invoice creation" field (by default, 14 days before the end of the invoice period).
Please note: If the invoice date is in the future, the invoice will not be generated immediately after quick activation.
Activation
If you want to make more detailed settings for the contract before activation, select the "Activate" button.
On the first tab, you can edit your billing information. Check and approve the information by clicking "Confirm invoicing data".
On the Partition tab, you can divide the contract into several parts if, for example, you want to separate one-time products and recurring services. Start the division by clicking "Partition", name the new contract and select the products to be transferred.
Click "Confirm partition".
On the Invoicing tab, select the invoices that Koho will generate. If the invoice has already been handled externally, select "Invoiced externally".
Activate the contract by pressing "Activate contract".
If the partition has been made, you can also see the details of other agreements on this page.
2. Contract Invoicing terms Tab
When a contract contains products that are subject to periodic charges and its invoicing is activated, you can view the accrued invoice periods on the "Invoicing terms" tab of the agreement.
The Terms invoices section presents a summary of the services and their accruals.
The Invoice terms section shows invoice dates, periods, amounts, and invoice status.
The invoice can be edited by clicking on its row. In the edit window, you can:
edit via invoice
Create an invoice
Mark the invoice as externally invoiced
The invoice can be opened through the name. If the invoice has not yet been approved, it is marked as "Not approved". The invoice can be approved by clicking "Accept". An invoice for the upcoming period can be created by clicking "Create invoice".
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.