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Setting up e-invoicing

E-invoicing is included in Bp Event as of version 12.1p25. Customised settings are possible within the scope of legal requirements.

E-invoicing in 4 steps:
Step 1 Update* to the latest version (no earlier than 12.1p25)
Step 2 Load scenario
Step 3 Activate e-invoice and enter payment account
Step 4 Check and make the necessary adjustments to the invoice text template

As soon as the e-invoice has been enabled in the administration and an e-invoice payment account has been entered, further fields are available on the customer account Added Fields tab.

Important:

The e-invoice has been seamlessly integrated into Bp Event with all known legal requirements. If you want to use the e-invoice, your invoice templates must be adapted to the legal requirements. All contents of the XML file are also displayed in the PDF files based on the "E-invoice" sample template.

Decide whether you want to use the new template or have your existing invoice template customised. Please contact your account manager or the hotline.

Read more on Generating an einvoice.

* Read more on Automatic Updates.

  • Load the scenario

    Once your database has been updated to a current version (at least 12.1p25), you can load the integrated e-invoice scenario automatically.

    1. Log in to the database as Administrator.
    2. Go to the Administration  Administration tab in the function bar and select Administrationexpand Settings > Administration  General settings > Lizenzen Licences.
    3. Tick the box for E-invoice.
    4. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
    5. Click on Actions > Load Bp scenarios now > Load without enforcing.
    6. speichern schliessen Save and close to close the input window.
  • Enable e-invoicing and set up an e-invoice payment account

    A user with administrative authorisations can enable the e-invoice.

    1. Go to the Administration Administration tab in the function bar and select Administrationexpand Settings > Rechenblatt Invoicing.
      Note: In the case of a multi-company database, you will find invoice management in the respective company profile.
    2. Tick the box for E-invoice.
    3. Select the E-invoice payment account intended for the incoming payments from the list.
      Note: Select a bank account with IBAN from the list of available payment accounts.
  • Insert the VAT category in a custom segment view

    Add the VAT category to a custom view of booked items for easy changes per booked item. Administrative permissions are needed to edit custom views for booked items.

    1. Go to the Administration Administration tab in the function bar and select Administrationexpand  Settings > VA  Events > Vorgang Artikel Booked items.
      Note: In the case of a multi-company database, the setting for the individual booked item views are included in the respective company profile.
    2. Decide which of the Custom views (1-5) is suitable for showing the VAT category and enter a unique and descriptive name for the view.
    3. neu Add the VAT category and drag-and-drop it to the position you want.
    4. save Save your input by clicking on the icon in the top left-hand corner of the input window.