Open in the Project management the course you want to bill. You can print invoices and credit notes for LVs that come with the Status indicator B start.
Then select in the menu Print the type of invoice for which you want to issue an invoice.
The following explanations apply to all invoice types. As a linguistic abbreviation, the term "invoice" is used to represent all types of invoices.
The print management is opened.
The print management is used for all printouts of the form groups with the addition "(Fast)". The following functions of print management are the same for all forms and are described on the linked wiki pages. You can find a compilation of all print management functions on the wiki page Print management.
Area | Brief Insight |
Print settings | - Select printer / paper trays for printing
- Define the e-mail address for sending as e-mail
- Separate settings possible for each copy and for the construction file |
Print variant (letterhead) | - Selection of the print variant (letterhead)
- Separate selection possible for each copy and for the construction file |
Pressure profile | - Load individual compilation of the selection of the output type, the print settings and the print variant
- Several copies can be predefined with different settings if necessary |
My favorites | - compact view of the Form settingsthat are always needed |
Form profile | - Load individual pre-assignment of the form settings |
Data selection | - Selection of positions / images
- Post-processing of item data such as quantity / price and item texts |
Print preview menu | - Description of all functions in the menu print preview at a glance
- e.g. test print, construction file |
general settings | - to adapt the print layout |
Which form settings are available depends on the form for which print management is open. A description of the form settings for issuing invoices can be found on this page in the section Form settings.
Open the settings area by activating the button Form settings.
A selection of the form settings that you would like to adjust / check for each output can be made individually for the area My favorites put together.
The following form settings are available:
Form name
Document no.
Document date / posting date
-
By clicking
a calendar opens, making it easier to select dates.
Customer - Number, Name
1. Address / 2. Address
Contact Person - Operator sign, Contact Person, Telefon-Nr.
Information block
The data is displayed that the form has additional fields in the
Pressure variant are added (e.g. customer, LV no.).
Performance period
It's the dates for
start of building and
End of construction pre-assigned, which you can use for the course on the
Job tab have deposited.
By clicking
you can specify different dates if necessary. The change to the data is automatically reflected in the tab
Life Mission adopted.
Subject / Header text / Footer text
Billing procedure
Quantity origin
In the selection Quantities from select the origin of the quantities that will be used for the invoice.
When choosing LV amount the quantity stored for the item is used.
When choosing Mass list select the quantity certificate whose assets are used. The quantity verification is preset, which is activated in the LV. The selection is available if at least one proof of quantity exists for the LV.
When choosing Quantity proof summary select the quantity statement summary whose quantities will be used. The selection is available if at least one summary of quantities exists for the LV.
When choosing Quantity approach becomes the one on the register Target / actual quantities registered amount used.
When choosing Flat rate (gross) determine the gross amount of the lump sum.
When choosing Flat rate (net) set the lump sum in the net.
When choosing % of LV amount Define the percentage and whether the items including text or the LV sum are only issued as a lump sum.
In the program parameter 70.20.150
Flat rate text deposit the text that will be printed in front of the total amount for flat-rate invoices
Set off advance payments / credits
If advance payments and / or credit notes are available for the construction site or the customer that have not yet been offset, these are displayed here with the amount, booking text and booking date.
Select the prepayments and credits that you want to offset against this invoice.
Further information on the offsetting of prepayments can be found on the Wiki page
Assign prepayments.
Position text
Positions with
Select the data to be output for the positions:
If you would like to use the images for the invoice, you can also choose the quality of the images.
Low compression: Images over 300 dpi are compressed to 300 dpi
Medium compression: Images over 150 dpi are compressed to 150 dpi
high compression: Images over 96 dpi are compressed to 96 dpi
The selection of images and the definition of image names and sizes can be done directly in print management. To do this, select in the
Data selection the position and click in the menu
print preview on
Position images.
layout
Currency symbol
payment terms
Increase in value
Advance, partial and final invoices are issued in
Invoice base the increase in value is also printed out.
-
Show tax changes in detail
Payment amount
Choose whether or how the line
Payment amount im
Invoice base is output: do not print, print with date, print without date
Example expression: print with date
Calculation of discount
Choose whether the
Invoice base the calculation of the discount granted is issued.
labour costs
The issue takes place with the expulsion of the
labour costs.
In the list, select the basis on which the labor costs are shown.
When choosing
On the basis of price shares put in the
Course basic data determines which price shares as
beneficiary portion (Labor costs). The labor costs are shown with the set surcharge rates.
When choosing Percent of the LV total the labor costs are determined from the entered percentage of the LV total.
When choosing flat-rate enter the lump sum in the net. For printouts on which the gross labor costs are shown, the conversion takes place automatically.
On invoices with quantities from = flat-rate the labor costs cannot on the basis of the price shares as it cannot be allocated to the beneficiary portion.
During the
Address of the client, define how the option is preset. In addition, you specify for each client how the labor costs are shown: in net, gross or net / gross.
In the
Form profiles you can also determine how the option is pre-assigned for each invoice type, e.g. partial invoice - do not print, final invoice - print:
Tax-specific information text
Note text for total OP and gross performance
In the case of partial final and final invoices as well as partial invoices with a serial number greater than 1, the text that you entered in program parameter 70.20.220 is preset
Note text (total surgery, gross service) have deposited.
Note text invoice
Depending on the address type of the recipient address, the text that you enter in the program parameters 70.20.230 and 70.20.240 is preset
Note text invoice (company / person) have deposited.
VAT is due
Account assignments
Make or change account assignments in order to
Finance manager receive extensive evaluations.
Output line of 0% VAT
Account sheet
The
Account sheet for the invoice you can output the last page of the invoices to inform the client. All invoices and payments received for the construction project are listed on the account sheet.
The standard pre-assignment of the form settings is in the form profile Standard Are defined.
You can create your own for the individual pre-assignment of the settings and texts
Form profiles define.
If you would like to work with several form profiles, you can also specify which form profile is preset by default.