Accounting Objects
Default Invoice Settings
Reporting Parameters
Payment Reconciliation
Invoice Language
The invoice tab defines default settings related to invoicing and enables the use of accounting objects.
Accounting Objects
Accounting object types are created in the accounting objects section, which are then used in different sections of the Sales Invoices program. Actual accounting objects are added in the accounting object register Registers - Accounting Objects, from where they can be selected for customer, product, and invoice forms.
The number of accounting object types is limited to three at this stage, and they correspond to the cost center and calculation objects of Purchase Invoices and Heeros Accounting, as shown in the table below. When making an accounting transfer, it is important that the calculation object types and calculation objects are set up in the same way as in Heeros Accounting.
| New Sales Invoices | Purchase Invoices, Accounting |
| Accounting Objects 1 | Cost Center |
| Accounting Objects 2 | Calculation Object 1 |
| Accounting Objects 3 | Calculation Object 2 |
Default Invoice Settings
General default settings for invoices are defined in this section. Default selections will appear on a new sales invoice if default values are not defined behind the customer or product.
Default Payment Term - Select the default payment term to be used on sales invoices from the drop-down menu. The payment term must first be set up in the Registers - Payment Terms view in order to be available for selection.
Due Date on Weekend - This option determines whether the due date is automatically moved to the following Monday or left unchanged.
Late Payment Interest Rate - must be a numerical value. Late payment interest rate is a mandatory setting, and if necessary, the interest rate can be set to 0.00%.
Default Invoice Description and Additional Invoice Description - Default descriptions and additional descriptions can be defined for invoices. NOTE! The Finvoice file has character restrictions for description fields. The maximum number of characters for the additional description field is 80, so longer descriptions should always be written in the Description field (maximum 512 characters).
Invoice Currency - Default currency used on invoices.
Reporting Parameters
If necessary, sales representatives, customer groups, and product groups can be added to the reporting parameters. Sales representatives can be selected behind a customer in the customer register or on an invoice form when creating a new invoice. Created customer groups can be added behind customers, and product groups can be added behind products. Add a new sales representative by entering the name, for example, Maija Seller, in the Sales representatives field and selecting ENTER from the keyboard. Information is added to the Customer Groups and Product Groups fields in the same way.
Payment Reconciliation
Payment reconciliation settings are not essential at this stage, as no automation has been implemented for them yet.
Invoice Language
The invoice language setting allows for the default language of the invoice and the definition of other languages. The options are Finnish, Swedish, and English. The options defined here will be visible to the user when setting units, allowing them to be defined in different languages. These language selections can also be selected in the customer's invoice language menu.