Instant billings

General

To correct storage fee billings (also later service fee billings) or simply to enter manual invoices, the user needs a tool with which he can create credit notes or manual invoices.

Overview

The instant billings are displayed one below the other as a list in the overview.

Add Instant billing

Firstly, all header data for the instant billing is defined. The fields marked in red are mandatory fields. These include the following points:

Field	Description
Creation date	Creation date of the invoice
Invoice number	either Temp+invoice number (status ready for invoice) or real invoice number (status invoiced)
Invoice date	The date of performance to be shown on the invoices is the time at which a delivery is recognised for VAT purposes. A misjudgement of the date leads to incorrect VAT returns and invoices. When an invoice is first created, the invoice date is never filled in; it can be entered manually. If an invoice is to be created without the invoice date being filled in, a warning is displayed to the user indicating this fact.
Name	Unique name for this invoice
Description	Textual description of the invoice
Client	Selection of a client for this invoice
Billing period from	The billing period from indicates the start date of the billing period.
Billing period until	The billing period to indicates the end date of the billing period.
Performance period from	The service period from specifies the start date of the service provision.
Performance period until	The service period to specifies the end date of the service provision.
Status	Created, Ready for invoice, Invoiced, Printed, Cancelled
Bill recipient	The invoice recipient of the invoice, there must always be one. The invoice recipient is usually the client who has received a specific delivery or service.
Customer reference number	A reference number for this invoice, which is also printed.
Bill text	Continuous text for outputting an invoice text on the invoice
Terms of payment	Continuous text for outputting the terms of payment on the invoice
Tax key	Tax keys ensure that the business transactions are shown in the correct position in the advance VAT return and that the tax is calculated correctly. If required for the accounting interface, tax keys can be created and managed under System - Tax keys.
General ledger account	In accounting, a General ledger account is any general ledger account that is included directly in the balance sheet or income statement. If required for the accounting interface, it can be created and managed under System - General ledger account.
Cost center	This is a place in the company where costs are incurred and services are provided. Cost centres can be departments or areas of responsibility and can be formed according to functional, spatial or other aspects. Is required for the accounting interface, can be created and managed under System - Cost center.
Is deactivated	Invoice is applicable (deactivated = FALSE)

Items to be invoiced can now be added to the instant invoice.

If instant invoice item templates have already been created, you can fill in the predefined fields by selecting ‘Copy data from template’.

Field	Description
Apply data from template	Selection of an instant billing position template
Name	Unique name for this invoice
Description	Textual description of the invoice
Quantity unit	The unit of measure of the position
Quantity	The quantity of the position
Unit price	Price per unit in €
Total price	If the quantity and price per unit are not set, a total price can be specified.
Tax key	Tax rate, selection from the previously stored tax key
General ledger account	General ledger account, selection from the previously stored general ledger accounts
Cost center	Cost center, selection from the previously stored cost centre
Status	The status of the position

Create invoice

Process	Description
Create invoice	The added header and item data are added to the invoice.

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