Create Invoice for contract amount

The Additional amounts tab is used to enter potential additional costs that are connected to the loan agreement. After entering different types of cost, they can be Issued by using the option Create invoice for Contract amounts .

Function Create invoice for contract amounts can be found in the Right click options on tab Additional amounts.

In this chapter we will present the case of Creating Invoice for contract amounts in Credits and leases.

Case summary The person responsible wishes to create Invoice for contract amounts on credit document 23-DKR1-000003. This is done as follows: Opening the credit document Setting parameters for creating invoice Creating invoice

1. Opening the credit document

The person responsible selects the Financials module from the menu and opens the Credits and Leases | Given by selecting  created Document Type GKR1 / Given Credits, 23-DKR1-000003 and chooses tab Additional costs.

2. Setting parameters for creating invoice

The person responsible selects option Create invoice for Contract amounts in the right mouse menu as presented in the image below:

Following window appears on the screen:

The person responsible defines:

• Dates which will be used for creating document
• Document type: 3600 - The document type for Issuing
• Contract amount : Selects Ident defined in the register 

3. Creating invoice

By clicking the Create button, a created document with the selected criteria appears on the screen:

The information about created Invoice can be seen in tab Additional Amounts, as presented in the image below:

With this action creating Invoice for Contract amount is finished.