Service fee billings
General
An invoice can be generated from a service invoice template using "Create invoice".
All completed fields from the template are transferred to the invoice.
The billing and service periods are pre-filled from the selection of the billing period daily, half-monthly, monthly.
Billing period | Info |
|---|---|
Daily | Last working day |
Semi-monthly | 1st of the previous month to 15th or 16th to last day of the previous month |
Monthly | 1st of the previous month to last of the previous month |
The billing items for the service rules are calculated directly on the basis of the predefined time periods.
Functionality
Prozess | Info | Note |
|---|---|---|
Add position | A manual invoice item can be added | can only take place in status = Ready for settlement or Created |
Recalculate | The calculation of the service results is carried out again | can only take place in status = Ready for settlement |
Reset | The invoice is reset | Status = Created |
invoice | The calculated service results are added to the invoice. | new status = billed |
Excel Report | An Excel report is created and output for the DLA | - |
Cancellation | The invoice is cancelled | - |
Add invoice immediately | An immediate invoice can be generated from the header data of this invoice | - |
Print invoice | The invoice is sent to paper via a report | new status = printed |
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