Field description Prepaid Units

In this tab it is possible to create account-agreements and invoice them. Your administrator can decide if this functionality should be access able or not (see COMPANY_XXX/CONTRACT/PREPAID_UNITS_ON).

Name/Description	Enter the account name and description E.g. Hour account Note! The description will be used as invoice text on the invoice.
Article number/-name	Which article number should you used? Enter the first part of the article number and press F3.
Units	Enter the number of units (e.g. 20 hours)
Price per unit	Enter the price per units
Auto add on tasks with this symptom code combination	Enter a symptom code (1-3) combination where this prepaid unit should be automatically linked to when creating a project task
Auto extend	If you have marked the Prepaid unit with "Auto extend" the system will now automatically create a new account when the valid to date is passed or all the items in the account is used. A new account will be created, and an invoice will be automatically created and set to finished. The system will create a new account if: The current account has the status open and there are no newer (higher row number) and open accounts with the same name on the same contract The system will create a new account either if: 1. The valid to date is 1-14 days in the past. 2. All items are used and the valid to date is in the future or up to 14 days in the past.
This period:	Length: Shows the valid length (number of months). Valid to: Shows the end date (can be edited) Invoice date: Shows the invoice date (can be edited)
Next period:	After first invoice, new fields for the next period are displayed: Length: Shows the valid length (number of months). Valid to: Shows the end date (can be edited) Invoice date: Shows the invoice date (can be edited) If you want to update the ‘valid to date’ for the existing period, change the value below ‘This period’ and press F12 to save. Below ‘Next period’, the dates for the next period is displayed. To create a invoice for the next period, press ‘Invoice next’.   Note! When the next period has been invoiced. The first line will be inactivated and a new line for the next period created. The inactivated line can not be updated, but the ‘valid to’ for the new line can be changed (see above)
Invoice date:	Enter a invoice date
	By pressing this button the account can  be limited to certain article-numbers. If articles are added then this account will automatically be used for these articles (auto selected on orderlines)
	By pressing this button you can enter an alternative person to receive the invoice for this row. If left blank, the default is the contact selected in the contract header (see also Fixed price row)
	By pressing this button it is possible to enter information to be printed on the invoice for this contract
	By pressing this button the invoice can be created. A pop up message will appear: -Select Yes to create the invoice -Select No to preview the order Note! The invoice will be listed among the other invoices for the contract (see Invoice tab). To credit an account you need to credit the account invoice

The list will show all pre-paid accounts (double click to open) and the deductions to each account. The following columns are visible: Date, order no, description, technician no, qty (=used units). Mark order and press <Open order> to open.

Tip! Your administrator can set up the following setting for pre-paid units: COMPANY XXX/ORDER/PREPAID_UNIT_AUTOSPLIT (hours that exceeds the current account is split onto the next valid one).

Right click options to be found on the account - rows:

Set not active	Allows you to inactivate an account
Set active	Allows you to to undo an inactivation
Open order	Opens the order for the prepaid units account

Be aware that if an account is empty - it will automatically be inactivated.