Table of Contents
Settlement dates
Features
Billing dates are the days on which you would like to create invoices for maintenance specifications.
- You define the billing dates in the LV for each item.
- The Batch printing invoices automatically creates individual invoices for all LV for which one or more billing dates are stored in a selected period.
Pre-assignment for new positions
When creating a new course, the Course basic data open. Open the tabs here Appointment and accounting. In the lower part of the tab accounting you can set billing dates that are automatically preset for newly created items.
By clicking 
, Enter the appointment or select the appointment with 
and confirm with 
define one or more new billing dates.
You can use regularly recurring billing appointments 
set a series of appointments.
The selected billing dates are automatically preset for newly created items in the LV.
Adjustment per position
You can define separate settlement dates for each item within item processing.
Mark the position in the position tree and open the tab on the right side of the screen accounting.
Select the billing dates in the same way as Pre-assignment for new positions. Creating a recurring appointment via 
is also at your disposal.
Batch allocation
In order to save further billing dates for several items at the same time, mark the LV in the project tree of Project management and open the tab on the right side of the screen Settlement dates.
- In the table are all positions that are in the Settings per position are activated for nursing billing.
- By clicking
the billing dates already available for the item are displayed. - Select at the top of the tab
Whether all billing dates, only the billing dates that have not yet been billed or no billing dates are displayed.
- After clicking
enter an appointment, select by clicking on 
or include for regularly recurring billing appointments 
set a series of appointments. Confirm the selected dates with 
.
- Then select in the table in the column To assign the items to be settled on the new dates and confirm the selection with at the bottom of the tab.
