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. |
→ back to COGLAS processes
→ back to COGLAS menu