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Dooer Knowledgebase

Invoice settings

This is documentation about the page Fakturainställningar that you can reach by clicking Fakturering > Fakturainställningar in the left sidebar. It let's you control how your invoices look and what terms apply between you as a seller and your customer when you send an invoice.

Tabs on the page

You can find the following tabs on this page:

Företagsuppgifter (Company details)

Direct link: Företagsuppgifter

The details you provide here are used when you create invoices, and most of them are printed on invoices and quotes. Below are explanations for the different fields.

Company Details

  • Logo
    You can upload an image with your logo. If you do, the logo will be printed on your invoices and quotes.

  • Företagsnamn (Company name)
    The name of you as a seller. Usually, your full company name.

  • Organisationsnummer (Organization number)
    Organization number for you as a seller.

  • Momsregsnr (VAT registration number)
    Registration number for value-added tax for you as a seller.

  • Godkänd för F-skatt (Approved for F-tax)
    Indicate if you as a seller are registered for F-tax.

  • Registrerad för One-Stop-Shop (OSS)
    Indicate if you as a seller is registered for One-Stop-Shop (OSS) at Skatteverket.

  • Adress (Address)
    Address, city, postal code, and country for you as a seller.

Kontaktinformation (Contact information)

  • E-post (Email)
    Email address to print on your invoices.

  • Webbsida (Website)
    Website address to print on your invoices.

  • Telefon (Phone)
    Phone number to print on your invoices.

Försäljningsinställningar (Sales settings)

  • Företaget tillämpar omvänd skattskyldighet inom byggsektorn
    Indicate if you apply reverse charge in the construction sector when selling. When this option is active, you can apply reverse charge in the construction sector when creating invoices.

Försäljning med skattereduktion (Sales with tax reduction)

Indicate if you offer tax reduction through ROT, RUT, or Green technology deductions. When you activate this function, you can issue invoices with tax deductions and manage cases to get payments from the Swedish Tax Agency in Dooer.

Betalningsinformation (Payment information)

Direct link: Betalningsinformation

Here you specify the payment methods you provide for your customers when they pay your invoices. You only need to fill in information about the payment methods you provide. The information you provide here is printed on the invoices you create.

Payment Information

  • Bankgiro
    Enter your bankgiro account if you receive payments via Bankgirot.

  • Plusgiro Account
    Enter your plusgiro account if you receive payments via Plusgirot.

  • Swish
    Enter your Swish number if you receive payments via Swish.

  • Clearing and Bank Account Number
    Enter the clearing and bank account number if you receive payments for invoices directly to your bank account.

  • IBAN and BIC
    Enter the IBAN number and BIC if you receive international payments to your account.

Faktureringsvillkor (Invoice terms)

Direct link: Faktureringsvillkor

Here you specify the terms that apply when you invoice your customers. The choices set here form the basis for default options when creating invoices but can, in most cases, be changed per invoice if necessary.

Faktureringsvillkor (Invoice terms)

  • Förvald valuta (Default currency)
    Specify the currency that should be the default when creating new invoices.

  • Förvald språk på fakturor (Default language for invoices)
    Specify the language your invoices should be created in as standard.

  • Förvald leveranssätt för fakturor (Default delivery method for invoices)
    Specify the delivery method that should be the default when creating new invoices.

  • Bifoga fakturan som PDF när den skickas via e-post (Attach the Invoice as PDF When Sent via Email)
    Indicate whether you want the invoice to be attached to the email as a PDF file when invoices are sent. If the invoice is not attached, the customer can still download the invoice via a link in the email.

  • Förvald betalningsvillkor (Default payment terms)
    Specify the number of days that should be the default payment terms, i.e., the number of days between the invoice date and the due date, when you create new invoices.

  • Dröjsmålsränta (Late payment interest)
    Indicate whether you want information about late payment interest to be printed on the invoice. The choice does not affect whether late payment interest is charged, only what is printed on the invoice.

  • Tillämpa öresavrundning (Apply rounding adjustment)
    Indicate whether you want the invoice amount to be rounded to an even amount.

Advanced Settings

  • Nästa fakturanummer (Next invoice number)
    If you have an existing series of invoice numbers when switching to Dooer Billing and want to continue creating invoices in the same number series, you can set a starting number for the next invoice here.

  • Skapa fakturanummer som OCR-referensnummer (Create invoice number as OCR reference number)
    Indicate if you want to create invoice numbers that enable OCR reference control when paying in online banks. If you activate this option, invoice numbers will be created with both a check digit and a length digit. For the control to be active when your customers pay, you must also activate the control at your bank.

Påminnelseinställningar (Reminder settings)

  • Lägg till påminnelseavgift (Add reminder fee)
    Add a reminder fee if you want a reminder fee to be automatically added when a reminder is created.

  • Fördröjning (Delay)
    Specify the number of days after the invoice's due date when reminders should be created.

  • Förvalt betalningsvillkor (Default payment terms)
    Specify the number of days from the creation of the reminder until the reminder is due for payment. This is usually not printed on the invoice or reminder but is used when the invoice is processed in Dooer.

  • Förvalt leveranssätt för påminnelse (Default delivery method for reminders)
    Specify the delivery method that should be the default when creating new reminders. It is also used when reminders are created automatically.

  • Skapa påminnelser automatiskt (Create reminders automatically)
    Indicate whether reminders should be created and sent automatically if invoices are not registered as paid. When this option is active, it is important that you register payments received continuously so that incorrect reminders are not sent to your customers.

  • Automatiskt bortskrivning av påminnelser (Automatic write-off of reminders)
    Indicate whether you want the reminder fee to be automatically written off if the customer pays the original invoicing amount.

Konton & Betalningar

  • Registrera betalningar automatiskt när jag synkar mina bankkonton (Automatically register payments when I sync my bank accounts)
    With this option active, invoices will be automatically marked as paid if payments are found in accounts you sync with Dooer where the payment reference and amount match unpaid invoices.

FAQ

How do I change the next invoice number?

You can change what the next invoice number in an invoice sequence will be like so:

  1. Go to Faktureringsinställningar > Faktureringsvillkor
  2. Set a new next invoice number in the "Nästa fakturanummer" field.
  3. Click Spara (Save).

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

How to turn off invoice reminders?

You can turn off invoice reminders like so:

  1. Go to Faktureringsinställningar > Faktureringsvillkor
  2. Uncheck the option Skapa påminnelser automatiskt under the heading Påminnelseinställningar.
  3. Click Spara (Save).