Create Invoice for Selected Amounts

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 Create invoice for Selected amounts option.

The Create Invoice for Selected Amounts function can be found in the Right-click options of the Additional Amounts tab.

In this chapter, we will present the case of Creating an Invoice for Selected Amounts in Credits and Leases.

Case summary The person responsible wishes to create an Invoice for Additional Costs on the credit document 23-DKR1-000003. This is done as follows: Opening the Credit Document Setting Parameters for Creating an Invoice Creating Invoice

1. Opening the Credit Document

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

For those 2 Additional Costs, the person responsible wants to create an invoice.

2. Setting Parameters for Creating an Invoice

The person responsible selects both positions of the additional costs using the CTRL button and the left mouse click. Then, the person responsible selects the first option in the right-click menu: Create Invoice for Selected Amounts.

The following window appears on the screen:

The person responsible defines:

• The Dates which will be used for creating the document.
• Document type: 3600 - The document type for issuing.

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3. Creating Invoice

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

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

With this action, creating an invoice for selected amounts is finished.