Settlements [invoices]

Invoice overview

To display the outgoing invoices created, select Organization > Invoices.

The tabular overview of all outgoing invoices can be filtered using the worklist so that the desired information is always displayed.

You can use the Last e-mail recipient and Last e-mail time columns to easily find out whether and when the document was sent to the customer.

You can find out the booked status in financial accounting via the "Booked" column or via the "Booking number" column, with the advantage that you can jump directly to the booking by clicking on the booking number.

There are several function buttons below the table. As long as you have not selected a line with an invoice, only Add (1) is active, which opens an empty form and allows you to create an invoice. More on this later.

Once one or more lines have been selected, the other buttons can be used.

Edit (2) opens the editing screen for the invoice.

Delete (3) deletes the invoice. If it has already been posted, a simple reversal is generated for financial accounting.

Duplicate (4) creates a copy of the selected invoice, which opens immediately for processing. The Mass duplicate entry, on the other hand, creates a copy of the selected invoice for each of the contacts selected in the following window. Please also note the other default settings under Organization > Master data > Billing settings.
The other entries New order and New offer use the invoice data as a template for a new upstream process element.

Under (5) there is a multi-button with various functions

To merge several invoices into one large document, select Merge invoices. Select several invoices that have neither been posted nor completed. As with merging contacts, the differences between the two outgoing invoices are compared in a table and can be selected for transfer or added together (as in the case of invoice items). After merging, the duplicate invoice is merged into the original invoice.

Items from the selected invoice can be moved to a new invoice via Split invoice. The invoice from which items are taken must neither be posted nor completed.

Create recurring invoice copies the data of the selected invoice into a recurring invoice, which can then be processed further.

Print missing receipts creates receipt files for all selected invoices.

Using Teamwork upload, the voucher files of the selected invoices are transferred to Teamwork. If a corresponding voucher file already existed there, it is versioned.

You can use the various export functions to save the selected objects in the relevant format. The following are currently of particular relevance

• Export as XInvoice (UBL).
  You can then upload the file to the corresponding portals of your (public) clients.

The posting is triggered with Post (6); several invoices can also be selected here. An invoice can only be posted if a document has been generated in advance. Depending on the configuration, it must also be fixed.

Documents for customers (7) calls up the document overview for the customer of the selected invoice.

The transaction overview (8 ) reflects the transaction bar in text form if you have permanently hidden it.

The Events link (9) lists changes to the invoice.

Use Credit (10) to transfer the invoice data to a correction invoice. The original invoice is retained.