When changes are made to the contract that affect its monthly price (e.g. changes in the number or price of products), these changes can be transferred to the invoice using Koho's Contract changes tool. The tool can be found in the Contracts menu.
Content of the instructions:
Overview of changes
The Contract changes view shows the following information:
Customer Name
Name of the contract
Change Time Span (Start to End)
Days
Size of the monthly change
By clicking on an individual row, you can see more detailed information about the change in question.
Edit the change interval
You can adjust the validity of the change from the top of the time period:
Default values: The start date is set to the date on which the change is saved, and the end date is set to the last day of the invoice period for which the invoice has already been generated.
Editing as needed: If the contract amendment has been agreed to start earlier than it has been entered into the system, change the time interval to correspond to the agreed time.
Version comparison
By clicking on the "Before" or "After" headings, you can compare the version of the agreement before and after the change.
Invoicing a single change
Select the desired change line and click the Invoice button on the right side of the line.
Choose your billing method:
New invoice
Pending invoice – Select an invoice in the "Uninvoiced" status from the drop-down menu.
Upcoming period – Select the upcoming billing period from the drop-down menu.
Press Invoice. The invoice editing view opens, where you can still make the necessary changes.
See instructions: Laskujen tarkastaminen ja siirtäminen ulkoiseen järjestelmään
Invoice multiple changes at the same time
Select all the desired contract changes.
In the upper right corner of the Contract changes page, select the billing method you want:
1 Invoice / Change
1 invoice per customer
Click Invoice selected.
text above the dividing line
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.