Create an invoice

1. 1Open Fakturaer from the sidebar.
2. 2Click Opprett faktura.
3. 3Choose the customer, invoice type, description, amount and currency.
4. 4If needed, choose colleagues in Primær bruker and Sekundær bruker. These are active colleagues in the current workspace, and the invoice keeps the people you select.
5. 5Set the payment terms and, for period billing, the billing period.
6. 6Save it as a Utkast while you check it.

Open the saved invoice to check its lines. Included or free lines still show zero amounts. If lines cannot be loaded, retry the read before refreshing them from accounting; a loading failure does not mean the invoice has no lines.

Most invoices should not be created by hand. Recurring billing is generated from subscriptions, and one-off work is usually invoiced from the won opportunity, so the amounts follow the agreement rather than someone's memory of it. Reach for a manual invoice when there is genuinely nothing to generate it from.

With an accounting integration connected, creating the invoice here may produce a draft over there instead of a finished invoice. Fakturautkast opprettet i Fiken. Vennligst bekreft fakturaen i Fiken-kontoen din for å ferdigstille beløp og sende til kunde. That is working as intended: the accounting system owns the number sequence and the final amounts.

Check a draft before it goes anywhere. A wrong invoice that has been sent costs a credit note and a conversation; a wrong draft costs an edit.