Invoice basis and price register

Create an invoice based on the time registration you have kept in Sticos Oversikt as well as the prices you have entered in the price register. This article does not apply to Tripletex customers. 

Invoice basis

Create invoice basis

• To create an invoice basis that can be used as a basis for invoicing your customers, go to Time - Invoice basis.
• Under Not invoiced you must adjust the date interval to the desired view.
• Now you will see a list of all clients where time has been registered for which no invoice basis has been created, within the selected date range.
• Click on the customer you want to create an invoice basis for.
• Here you will see a list of hours divided by assignment, day and any tasks. Select what you want to create an invoice basis for. 
• Adjust billable time if desired. As an administrator, you can adjust billable time for other employees. 
• The price is retrieved from the price register. This can be overwritten, or you can choose to use a fixed price by selecting Fixed price. 
• Click Save basis.
• You will now find the invoice basis under Time - Invoice basis - History. Click on the three dots on the right to download the invoice basis. The information in the basis is the overview of the hours you have included in this basis and you can enter this into your billing system. 

Delete invoice basis

• To delete an invoice basis, go to Time - Invoice basis - History. 
• Click on the three dots to the right of the basis you want to delete.
• Select Delete invoice basis.
• Confirm deletion. 
• The hours in the invoice basis will now revert to Not invoiced.

Save draft of invoice basis

When you create an invoice basis, you can save it as a draft at any time.

• To save the invoice basis as a draft, select Save draft when editing the invoice basis.
• To continue working with the draft, go to Time - Invoice basis.
• Your drafts are located under Invoice drafts. 
• Click on the three dots on the right and choose between the options;
  
  • Edit invoice draft.
  • Approve invoice basis and move to history.
  • Delete invoice draft.

Price register

In the price register in Stico's Overview, you can set a standard price for each assignment, per customer. You must be an administrator or customer administrator to update the price register. 

• To enter a standard price in the price register, go to Time - Price register. 
• Enter Fixed price and/or Hourly price on the different assignments listed. 

• The change made in the price register is automatically saved.