Table of Contents
Basic settings for printing invoices / credit notes
There are numerous basic settings for billing and invoice printing Program parameters to disposal. The various functionalities are explained below.
Representation of the invoice rate
In the program parameter 70.20.160 Representation of the invoice rate choose from the following three options:
0 = invoice amount = increase in value
The previous advance payment invoice (AR) is deducted from the total amount in net (before tax). Each invoice receives its own claim amount, which is also followed up in the dunning process. The invoice amount is equal to the increase in value. The tax is only calculated and displayed for the increase in the current invoice. All invoices and payments are displayed on the Account sheet for the invoice.
1 = invoice amount = total performance
The total amount of services is calculated with tax. The total amount corresponds to the total performance level. To determine the tax amount, a separate block in value increase is issued, which shows the value increase and the tax of the current invoice. To show the payment amount of the invoice, all payments made so far are deducted from the total amount. In addition, the tax portion of each payment is shown.
2 = invoice amount = total performance and payment amount = increase in value
The total benefit amount is calculated with tax. The total amount corresponds to the total performance level. In order to determine the tax amount, a separate block value increase is issued, which shows the value increase and the tax of the current invoice. Taking into account the payments received, the payment amount of the increase in value of the invoice is shown, ie all open advance payment invoices are also deducted from the payment amount for the entire construction project
Prepayment - settlement date
In the program parameter 70.20.136 Prepayment - settlement date Specify which date is printed for an advance payment on invoices, partial invoices, partial final invoices and final invoices or that no date is given. Agree with your tax advisor which setting applies to your company.
Example expression: Calculation of the payment amount of an invoice
Show the payment amount in detail
In the program parameter 70.20.200 Show the payment amount in detail decide whether the calculation of the payment amount is based on partial invoices in Invoice base is presented in reduced or detailed form. In the detailed display, the individual values are also output in the totals line.
The detailed presentation is used in establishments with an income surplus calculation. Rounding differences cannot be ruled out due to the individual values. We therefore continue to recommend the compact, reduced representation.
The calculation takes place via the column gross from top to bottom. The net amount is determined from the gross value according to the tax rate. The value added tax is calculated from the difference between gross and net. A control calculation by adding up the individual net values therefore inevitably leads to rounding differences. DATAflor has chosen this calculation, because the gross value is always decisive for the payment amount and so the necessary rounding differences only occur in the net or on the tax.
Note text invoice (total OP, gross service)
In the program parameter 70.20.220 Note text invoice (total OP, gross service) Define the text to be used for partial final and final invoices as well as partial invoices with a serial number greater than 1 in Invoice base is printed according to the payment terms.
Note text invoice
In the program parameters 70.20.230 Note text invoice (company) and 70.20.240 Note text invoice (person) deposit the texts that are automatically in the Invoice base every invoice can be printed after the payment terms and before the footer text. A distinction is made here as to whether the recipient address is an address of the type Person or Company concerns.
Note text increase in value
In the program parameter 70.20.245 Note text increase in value deposit the text that is in Invoice base of partial, partial and final invoices is printed if im Print management the form setting Increase in value is activated.
Print the due date scale on the account sheet / account statement
In the program parameter 70.20.260 Print the due date scale on the account sheet / account statement set that on the Account sheet for the invoice and the statement of account The due dates of the payment amounts are printed for customers.
Example expression: Account sheet for the invoice with due date
Book prepayment with tax
In the program parameter 70.20.135 Book prepayment with tax Enter the name that is used for the form name of the invoice, which you can print out for an advance payment posted with tax. If no description is defined, the word "advance payment" is used automatically.
Settings in the print menu
Use the number range for the budget billing chain
By default, the number range is used for the automatic assignment of the document numbers for invoices, partial invoices, partial final invoices, final invoices and credit notes on account used. Each business area has its own number range on accountthat in the Business area management To be defined.
In the program parameter 70.30.52 Use the number range for the budget billing chain Specify whether separate number ranges should be used for the automatic document numbering of advance invoice.
The number ranges Partial invoice are also in the Business area management set per division.
Default document and posting date
In the program parameter 70.30.15 Default document and posting date specify which date in the Print management The document date and posting date are preset for the output of further invoices: the date last used or always the current system date.
Default tax due date
In the program parameter 70.30.40 Default tax due date determine how in print management for Invoice / credit the form setting Value-added tax is pre-assigned for partial invoices.
You can find explanations on the tax due date in the chapter VAT due / not due.
Default text positions
By default, text items (TE) are not selected in the data selection for the printouts of order confirmation, invoice, partial invoice, partial final invoice and final invoice.
In the program parameter 70.30.90 Default text positions you can specify whether text items (TE) should always be selected when the print preview is loaded for the first time, when the quantity origin is changed or when the "Standard selection" context menu is called up.
Message window for warning messages
By default, warning messages in the print menu are indicated by the symbols (Output not possible) and (Output possible) is displayed.
In the program parameter 70.30.110 Message window for warning messages you can specify for the following warning messages whether in the print menu when you click on output a message window is also opened:
|Warning message||Output type|
|There are open prepayments / credits||Invoice, partial invoice, partial final invoice, final invoice|
|The performance period is given without the start of construction||Order confirmation, invoice, partial invoice, partial final invoice, final invoice, credit note|
|The invoice amount is negative or zero||Offer, order confirmation, invoice, partial invoice, final invoice, final invoice, credit note|
|Selected items are without quantity or price||Offer, order confirmation, invoice, partial invoice, final invoice, final invoice, credit note|
Functions after printing the invoice
Processing of the order backlog after printing the invoice
In the program parameter 50.80 Processing of the order backlog after printing the invoice specify that after each printout of invoices / credit notes the dialog Order backlog is shown.
In dialogue Order backlog you can see changes in the order amount such as half-finished work, expected additional work as well as unprocessed payment requests deposit. The amounts are in Construction site account used to calculate the order total.
LV status change after printing the invoice
In the program parameter 50.90 LV status change after printing the invoice you can specify that the status of the LV should be automatically displayed after invoices have been printed out BE (Construction site over) is set.