Set up invoice printing

During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for printing invoices:

When an outgoing invoice is created, the corresponding financial postings are automatically generated. For this purpose, revenue accounts and financial allocations can be preset for each LV, hierarchy and positions. This is users with user rights Accounts Receivable Financial Data Assignment Reserved.

Individual invoices, partial invoices, partial final invoices, final invoices and credit notes can only be created by users who have access to the LV (see access control in the project management) and who have user rights Customer invoices print have.

Outgoing invoices that have been created and incoming payments recorded are displayed in the construction site account. This can be seen by users who have the user right Customer account display have.

In the construction site account, only users who have been authorized with this user right can delete outgoing invoices. The prerequisite is access to the construction site account via user rights Customer account display.

Only users with this user right can delete outgoing invoices that have already been transferred to the general ledger. The prerequisite is access to the construction site account via user rights Customer account display.

Basic settings for printing invoices / credit notes