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Creating and sending invoices

Create an invoice segment

  1. Drag the Ordner Bestellung 32  Order onto the Ordner Rechnung 32  Invoice folder with the left mouse button pressed or create a invoice by right-clicking on the Ordner Rechnung 32  invoice > Rechnung 32 New .
  2. If you have multiple segments, selectM either Total invoice or Individual invoices per segment.
  3. Enter a unique Name for the invoice segment or confirm the automatic name by clicking OK.

Add invoice data

  1. Texte 32  Add neu 32expand 32 Items , artikel  Subtotals or Summe0 32  Remarks.
  2. Enter the actual consumption in the column Quantity (No.) or the hours as Count 2 if items are charged by time.
  3. Change item prices directly in the price column.
  4. Compress 32 Condense (compress) the list to delete all items that have no quantity and/or price.
Rechnungsvorgang

Create an invoice on account

  1. Right-click on Ordner Rechnung 32  Invoice to open a new Rechnung Akonto 32  Invoice on account.
  2. Post the item "Payment on account" (to be created without price or other details with the item group "Other") and manually enter the amount of the payment on account as Price with count "1".
  3. Create the invoice document and send the invoice.
  4. Enter or post the receipt of payments before you assign the invoice on account to a final invoice.
  5. Right-click on the final invoice and select Rechnung Akonto 32  Assign open invoice on account and move payments that have already been received to the final invoice.

Create a credit note for an invoice

  1. Right-click on the incorrect invoice segment and select Rechnung Gutschrift 32 Create credit note.
  2. All items contained in the segment are copied and pre-assigned with a minus in the number 1 for the offsetting calculation.
  3. Click on Rechenblatt 32  Spreadsheet and save to generate a consecutive number.
  4. Select a template for "Credit note" from your Vorlage Brief  Text templates .

Create a collective invoice

  1. Right-click on Ordner Rechnung 32  Invoice > Rechnung 32  New invoice to create a new segment.
  2. Right-click on the new invoice again to select the invoice type Sammel Rechnung 32  Collective invoice and save the event.
  3. Click on neu 32 in the toolbar at the bottom of the window to add partial invoices that do not yet have an invoice number and have neither been rejected nor finalised. All partial invoices must have the same invoice address and cost centre and belong to the same company. Invoices created at a later date can be added by context menu (right-click) > Teil Rechnung 32 Assign as partial invoice to a collective invoice .
  4. Select Close collective invoice at the top left of the input window.
  5. Edit and print the invoice as usual.

Create the invoice document

  1. In the side navigation of the event select the  Ordner Rechnung 32 Invoice segment and click onRechenblatt 32  Spreadsheet, then confirm by clicking Save to generate a consecutive invoice number.
  2. The invoice is automatically shown using the standard template if only one standard template is available.
  3. Select other formats either from several standard templates by clicking on refresh 32  Standard or on Vorlage Brief  Text templates > Vorgangsvorlagen 32  Invoice templates.

Send the invoice

  1. drucker 32expand 32  Print the invoice or click on drucker 32expand 32 > pdf 32  PDF format to save it to a hard drive.
  2. Send the invoice by  drucker 32expand 32 >  E Mail 32 Email as an attachment. An email linked to the selected event, invoice address and the current segment will open
  3. When prompted, choose between a Customer printout with the invoice issue date or an undated Proof copy. The invoice issue date is decisive for triggering the reminder run.
Rechnungsdokument

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