TABLE OF CONTENTS
1. Activating contract invoicing
1. Activating contract invoicing
Saving a confirmed contract doesn't automatically start contract invoicing in Koho. There can be contracts that cannot be invoiced before the agreed preparation work has been completed. In bigger organisations one person might create the contract and another person checks and approves the contract for invoicing. For these reasons, the invoicing of confirmed contracts must be activated before the automatic contract invoicing begins. There are two options for activation: the more straightforward default activation and activation where you can make further definitions to the invoicing of the contract.
2. Default activation
If you want to activate contract invoicing without further definitions, you can click the "Default activation" button on the contract page or preview. Default activation activates the contract and creates invoices automatically according to the invoice generation setting of the contract. E.g. if the invoice generation is set to 14 days prior to the billing date, Koho creates the contract invoices 14 days before the billing date. Note that the first contract invoice will not be generated when doing the default activation if the activation is done before the defined invoice generation date.
3. Activation
If you want to make further definitions to the invoicing of the contract, you can click the "Activation" button on the contract to start the activation process.
On the first tab of the activation you can edit the invoicing information of the contract. After you have checked that the information is correct, you can click the "Confirm invoicing data" button on the bottom of the page.
On the partition tab you can divide the contract into multiple contracts, if necessary. If you don't need to partition the contract, you can click the "Confirm partition" button.
Partition might be needed e.g. if it is necessary to partition the recurring and non-recurring products of the contract to different invoicing contracts for accounting and invoicing purposes. Start partitioning by clicking the "+Partition" button.
Next you can give the new contract a name and define which products are partitioned to that contract.
After you have partitioned the contract, you can click the "Confirm partition" button and Koho creates the new contracts.
On the "Invoicing" tab you can choose which invoices Koho creates as you activate the contract. If an invoice has been invoiced prior to activation, you can select the "Invoiced externally" option. Lastly click the "Activate contract" button. If you have partitioned the contract, you'll see the information of all contracts that were created during the partition.
4. Invoicing terms
If a contract has recurring products and the invoicing of the contract has been activated, you can view how the invoicing terms of the contract are formed by clicking the "Invoicing terms" button on the contract page.
On the "Invoice terms" page you can see a summary of the contract's invoicing information, services and term breaks.
Lower on the page you can see a list of the contract invoices and their billing dates, terms, net sums and invoice statuses. You can preview and edit an invoice by clicking the invoice row. On the edit window you can edit the invoice term, create the invoice or mark the invoice as externally invoiced. Click the "Edit" button to save the changes.
If the invoice of an invoice term has been created, you can open the invoice by clicking its name. On the right side of the name, you can see the status of the invoice. If you want to create an invoice for future terms, click the "Create invoice" link.
Do you need help with contract invoicing? Please contact our customer service at asiakaspalvelu@kohosales.com.