At the top of the Invoice window is the invoice header which contains information about the invoice.
To expand/decrease the section, click on
.
Fälten är redigerbara i olika steg beroende på hur systemet är konfigurerat. Read more about this in the article Corrrection of invoice information
| Field | Description |
|---|---|
| Invoice no. | Interpreted or registered invoice number. Adjustable in New invoice review. |
| Invoice amount | Total amount of the invoice in the transaction currency. |
| Sales tax | VAT amount of the invoice. |
| Amount | The total gross amount of the invoice converted to the default currency of the system. |
| Vendor's name | Adjustable in New invoice review. To change the vendor, start typing the vendor name to be used in the box and select from the list that appears. Read more in the article Change vendor. Click on  to show the information about the vendor in your vendor register. |
| Vendor ID | The identity number of the vendor. |
| Currency | Currency of the invoice. |
| Exchange rate | The exchange rate for the current currency in relation to the system's default currency. |
| Reference | The reference value is intended to provide a link to the person who is the purchaser of the goods/services to which the invoice relates. The reference value can be a personal name or another value that is linked via the administration tool's reference register to one or more users in the system. When sending an invoice from New invoice review to coding/review, the system automatically suggests the user corresponding to the value in the reference field. |
| Invoice date | Vendor's date for issuing the invoice. |
| Due date | Date when invoice must be paid. |
| Posting date | Date on which the invoice was posted. |
| OCR no | Interpreted or registered OCR number from the invoice. Adjustable in New Invoice Review, then the field is locked for editing. |
| Verification no. | Verification number from the financial system, assigned after the invoice has been sent from New invoice review to the user for coding/review/approval. |
| ERP transaction no. | Possible serial number of the invoice assigned by the financial system. |
| Company | Receiving company for the invoice. In case of a wrong legal entity, the invoice must be invalidated and restarted. |
| Order no. | Scanned/interpreted order number on the invoice. The field is editable in Matching error. |
| Linked invoice | If the invoice is linked to another invoice (debit/credit), the invoice number of the linked invoice is presented in this field. See further in the chapter Credit memo and link credit-debit invoices |