Billing

Activate Dooer Billing and start invoicing and creating quotes directly.

Activate Dooer Billing

Log in to Dooer and click on Fakturering in the menu on the left. Here, you activate Dooer Billing by clicking the Kom igång button.

Configure Dooer Billing

Generella inställningar (General Settings)

Here, set up the most important settings that describe you as a seller. The information you enter here is printed on invoices and quotes.

Betalningsinformation (Payment Information)

Enter the payment methods you provide to your customers. The details you fill in will be printed on your invoices. You need to specify at least one payment method.

Faktureringsvillkor (Billing Terms)

Here, you can set an initial invoice number to be used when issuing your first invoice in the app. You only need to fill in this information if you want an invoice number series that starts with something other than 1.

You can also specify if you want the invoice number to have an OCR reference number.

Bank och betalkonton (Bank and Payment Accounts)

Add bank accounts where payments from your customers are received and sync them with Dooer to have invoices automatically reconciled. You can always manually reconcile invoices even without adding bank accounts.

Done

You are now ready to issue your first invoice or quote.

Send Invoice

Once you’ve activated and configured the app, you’re ready to send your first invoice. Below is a quick guide on how to quickly and easily create and send your first invoice.

Skapa faktura (Create Invoice)

Click the Create Invoice button to create a new invoice draft.

Select Customer to Invoice

Start by selecting the customer to whom you want to issue the invoice.

If the customer is already listed in the customer register, select them from the list. If it’s a customer you haven’t invoiced before, click on Lägg till ny kund to fill in the details of the customer you want to send the invoice to.

Add Items

Add items to be invoiced by selecting them from your item register or click Lägg till ny artikel to add an item you haven’t invoiced before.

Send

Once you are done with the invoice, click the Nästa button.

Check that the invoice is correct. The default delivery method is selected automatically, but you can change it as needed.

If everything looks good, click the Skicka och registrera button.

Done

The invoice is registered and sent.

Send Quote

Once you’ve activated and configured the app, you’re ready to send your first quote. Below is a quick guide on how to quickly and easily create and send your first quote.

Skapa offert (Create Quote)

Click the Skapa offert button to create a draft of a quote.

Select Customer to Send Quote To

Start by selecting the customer to whom you want to send the quote.

If the customer is already listed in the customer register, select them from the list. If it’s a new customer, click on Lägg till ny kund to fill in the details of the customer you want to send the quote to.

Add Items

Add items to the quote by selecting them from your item register or click Lägg till ny artikel to add a new item.

Send

Once you are done with the quote, click the Next button.

Check that the quote is correct. The default delivery method is selected automatically, but you can change it as needed.

If everything looks good, click the Skicka offert button.

Done

The quote has been sent.

FAQ

Where can I find my accounting reports?

You can find Bokföringsrapporter in the app Sales. All invoices you send with Dooer Fakturering are registered as a basis for statistics and reports under Försäljning.

How to add a discount on an invoice?

While it is possible to add items with a negative amount, currently, it is not possible to add negative entries on invoices. If you want to add a discount on an invoice, you need to do the following:

When you create or edit your invoice, activate “Rabatt” which you can find on the far right under the heading “Fakturainställningar”. You can then choose “Procent” or “Fast belopp”.

When you do this, a new column called “Rabatt” will appear in the invoice lines where you can specify how much discount you want to give.

From which address are invoices sent?

Email invoices sent with Dooer Fakturering come from the email address noreply-invoice@dooer.com.

How to change the invoice number?

You can change what the next invoice number in an invoice sequence will be by going to Fakturering —> Faktureringsinställningar in the side menu. Then select the Faktureringsvillkor tab at the top. You can then set a new next invoice number in the “Nästa fakturanummer” field.

Note, however, that it is not possible to choose a lower number than the most recently created one.

How to resend an invoice?

Click on “Fakturering” in the left side menu in Dooer. Then find the invoice in the list that you want to resend and click on the three dots (⋯) to the far right on the same row. In the menu that appears, choose the option that fits best:

1. Send via email
2. Send via SMS

… and follow the instructions there.

If you previously sent the invoice via email and the recipient cannot find it, you can ask the recipient to check their spam folder to see if the invoice ended up there.

How to turn off invoice reminders?

On the page Fakturering > Faktureringsinställningar, you can uncheck the option “Skapa påminnelser automatiskt” under the heading “Påminnelseinställningar”.

How to add a message in an invoice reminder?

Currently, it’s not possible to manually add a message to an invoice reminder.

However, it is possible to set all newly created invoices to have a standard message. Do this by going to Fakturering > Faktureringsinställningar and then choose the Faktureringsvillkor tab.

There you’ll find this setting under the heading “Förvald fakturameddelande”.

How do I invoice an item in a currency other than SEK?

To invoice one or more items in a currency different from your default currency, first ensure that the items you want to invoice have a price set in the desired currency.

You can do this by going to “Fakturering” > “Register” > “Artiklar” and clicking on the desired item. Under the “Prislista” heading, click on the link “Lägg till pris i annan valuta” and then specify the price and currency.

Afterwards, you can create an invoice in the desired currency. Go to “Fakturering” > “Skapa faktura”. In the invoice editor that appears, you can change to the desired currency on the far right under “Faktureringsinställningar”

“Valuta”. The correct price will then be retrieved for your selected items.

How to add OB compensation: English

Open the relevant month under “Löner och anställda” > “Löner” in the side menu to the left.

1. In step #1 (Godkänn löner), open the relevant employee by clicking it.
2. In the modal dialog that pops up, you get a breakdown of the salary proposal for that employee.
3. Click the link “Lägg till lönerad” and pick a relevant option for the compensation you want to add.

Why error message “Kundens momsregistreringsnummer saknas”?

When creating an invoice, you might get this message, but it’s only applicable if you use reverse charge (omvänd skattskyldighet) where the responsibility for reporting VAT shifts from you as the seller to the buyer. If you issue a regular invoice to an ordinary customer in Sweden, you generally don’t have to use this functionality.

How enable discount on invoices?

When you create or edit your invoice, activate the “Rabatt” (Discount) which you can find on the far right under the heading “Fakturainställningar” (Invoice settings). You can then choose “Procent” (Percent) or “Fast belopp” (Fixed amount).

When you do this, a new column called “Rabatt” (Discount) will appear in the invoice lines where you can specify how much discount you want to give.

How do I set or change the VAT rate (moms) for an item?

To set or change the VAT rate for an item, go to “Fakturering” > “Register” > “Artiklar” in the side menu to the left. To update an existing item, click on it, and change the value under “Svensk momssats” (defaults to 25%).

How do I export invoicing data?

All data that has to do with your bookkeeping (vouchers, reports, SIE files, etc) can be exported, but currently no data from other services such as Dooer Billing (Fakturering).

How add message to invoice reminders?

It’s currently not possible to add a message only on invoice reminders. Any such message would have to be sent manually in addition to the Dooer invoice.

Does Dooer support accrual accounting (periodisering)?

There is currently no built-in support in Dooer for simplifying the task of managing accrual accounting (periodisering). Any such tasks needs to be done manually by creating manual vouchers.

Do you support invoicing via Peppol?

No, we do currently not support electronic invoicing via Peppol.