Contract invoice

Settings | Book keeping | Accounts receivable | Settings | Contract invoice

Settings set

If you have a license for further Office branches, you can collect certain settings together into a Settings set.

If you have recorded several Settings sets, use the Navigator to select the Settings set and the associated settings that you want to edit.

 

Additional information about the Settings set functionality (creating a Settings set, Assignment to an Office branch) is found under Settings sets.

'General' area

Book invoice via invoice template

If you activate this option, invoices in contract management will be booked through invoice templates and can therefore be viewed in a preview.

Office branch no. from

The options here specify whether the office branch number of the system or of the contract is entered when a contract invoice is booked in the Debitor Invoices.

Use office branch sub code from invoice

If you activate this option, the number range sub code for the invoice office branch will be used to draw the invoice number if a number range sub code has not been explicitly specified in the fee type for the contract invoice.

Invoice no. from order type

When creating invoices after inspection completed, the invoice number is drawn from the number range sub code of the order type.

 

This option can only be changed if

  • You have activated Book invoice via invoice template, or
  • You have the es Invoice server license.

Invoice date equals the start of the rendered services

If you activate this option, the start of the service period will be entered as the invoice date when contract invoices are booked for contracts that have the Service period from invoicing from option activated on the Service | Contracts | Invoicing tab.

Calculate on a monthly basis

Invoice amounts for contract invoices that do not cover a full month are charged as half months or not at all.

Book foreign currency

The foreign currency amounts will additionally be entered in the Debitor invoices for contract invoices where the client's currency is not the same as the domestic currency.

Invoice inspection materials

In this area you can specify if inspection materials are automatically included in invoicing for contract invoices.

The choices have the following meanings:

Always

Materials are always invoiced.

Never

Materials are never invoiced.

After inspection completed

The materials are also charged for contracts that are charged after inspection is completed.

 

Inspection materials that have not yet been invoiced from older orders will not automatically be invoiced with periodic contract invoices. These materials must be manually costed using a calculation.

Book inspection materials as 1st fee line item

You can use this option to specify how the materials for an inspection order are booked.

If you activate this option, the materials are booked to the offset account, cost center, and cost unit specified in the fee type for the first contract line item when you create an invoice.

If you do not activate the option, the materials will be booked according to the normal settings.

Book service no. as cost unit

If you activate this option, the service number will be booked as the cost unit when you book contract invoices.

This activates the following option:

  • When invoicing contract invoices, the Service no. field in the Contract invoice line item (VerFPos table) is filled out if required.
  • If several services are charged for a contract line item with product type Service or Quantity, several entries will also be made in VerFPos.
  • The quantities for all shifts assigned to the contract line item will be added together for each service.
  • The Internal line item and Sub line item fields remain the same, only the Seq. no. is incremented.
  • For all other product types of contract line item, the program checks if there is a shift for this charging period that is assigned to this line item.
  • If there is, the largest associated service number (if there is more than one) will be entered in VerFPos.
  • If you activate this option, the service number field from the contract invoice line item will be entered in the Cost unit field if it contains a value greater than 0 when you create the Invoice allocation (ReAusAuf table).

Do not adjust future fee changes

Any existing fee changes that have a start date after the start date of the new fee change will be unaffected by the new fee change.

Credit / Return always with invoice reference

If you activate this option, a reference invoice to which the credit applies must always be specified when you book a manual credit.