Contract for work billing templates

General

The contract work invoice templates are needed to generate the corresponding invoice document; multiple documents can also be generated from the templates as long as the templates remain in the Active status.

Create Template

To create an invoice template, the menu under System -> Billing&Contract → Contract for werk billing Templates must be accessed. Here you will find an overview of all existing templates and can create more using the function button Add Contract for work billing template.

When adding a new template, the following fields can be filled:

Field	Input	Description
Name Mandatory field	Free text	Template name
Description	Free text	Short description
Client Mandatory field	Selection	Associated client for whom invoices are created
Billing period Mandatory field	Selection	Selection of the billing period (daily - monthly)
Day of the month in the billing period Only for billing period Monthly	Numeric value	Determines the records Billing period from: Service period from: in the generated invoice. For example, if 20 is entered here, the invoice document will be generated with billing and service period from the 20th of the month.
Bill recipient	Selection	Associated invoice recipient
Customer reference number	Free text	Entry of an optional existing reference
Bill text	Free text	Option to enter text on the invoice document
Payment terms	Free text
Internal note	Free text	Does not appear on the invoice
Tax key	Selection	Must be maintained under System->Billing&Contract->Tax keys e.g. 19% VAT.
General ledger account	Selection	Must be maintained under System->Billing&Contract->General ledger accounts.
Cost center	Selection	Must be maintained under System->Billing&Contract->Cost centers.
Is deactivated	Checkbox	Sets the template active/inactive

Once all data has been recorded, the template can be created with Add. After the template has been generated with all header data, position data must still be added with Add position, these are the previously created Contract for work rules [nicht online].

To create a new position, a name, description, and the associated contract rule must be entered.

Optionally, individual tax keys, accounts, and cost centers can be entered if they differ from those in the document header.

With the checkbox Disabled, the position can be deactivated or reactivated if necessary.

Once the template has captured all items, the item order can optionally be changed or the corresponding document can be generated via Create billing.

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