Create Invoice for selected Amounts

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

Function Create invoice for selected 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 selected amounts in Credits and leases.

Case summary The person responsible wishes to create Invoice for additional costs on credit document 23-DKR1-000002. 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-DKR1-000002 and chooses tab Additional costs.

For those 2 Additional costs, the person responsible wants to Create an Invoice.

2. Setting parameters for creating invoice

The person responsible selects both positions of Additional casts using the CTRL button and left mouse click. Then in the right mouse menu choses the first option Create invoice for selected amounts.

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

​

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 costs, as presented in the image below:

With this action creating Invoice for selected amounts is finished.