Instant billing position template

General

In order to quickly fill manual invoices with ready-made invoice items, the user can choose these from a selection. The immediate invoice item templates are used for this purpose.

This is particularly convenient as invoice items can be stored with cost centres, tax rates and G/L accounts, among other things.

Overview

The overview of all recorded invoice item templates is displayed as follows.

Create immediate invoice item template

Another template can be added using the button. The following content can be added:

Field name	Description
Name	Key, unique name
Description	Description of the invoice item template
Price	Can field, entry of a euro value, 3 decimal places, the field may be empty
Tax key	Tax rate, selection from the previously stored tax keys
General ledger account	General ledger account, selection from the previously stored General ledger accounts
Cost center	Cost centre, selection from the previously stored cost centres
Is deactivated	A data record can be deactivated and is then no longer available for selection in the manual invoices.

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