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Storage fee billing templates

General

The storage fee billing templates offers an efficient and time-saving way to create invoices. It is based on pre-defined templates and rules that allow invoices to be generated systematically and consistently. By using this template, users can ensure that all relevant information is included correctly and completely in the invoice, which simplifies and speeds up the invoicing process.

When a stock charge invoice template is added, one or more stock charge rules can be defined as items.


Create storage fee billing templates

Firstly, the header data for the template is defined:

image-20240628-095130.png

Feld

Beschreibung

Name

Name of the storage fee billing template

Description

Description of the storage fee billing template

Client

Client of the storage fee billing template

Billing period

Choice between:

  • semi-monthly

  • monthly

  • weekly

  • daily

Bill recipient

Here you can select an invoice recipient that has previously been added in the master data under business partners

Customer reference number

Customer reference number

Bill text

Free text field

Terms of payment

Free text field

Internal note

Free text field - Not displayed on the invoice

Tax key

The previously created tax key can be added here

General ledger account

The previously created G/L account can be selected here

Cost center

A previously created cost centre can be selected here


Add service invoice items

Now one or more service rules that have been created previously can be added to the invoice template using the image-20240628-122730.png button. The order of the items is also displayed on the invoice.

image-20240628-095534.png

Field

Description

Name

Name of the position

Description

Description of the item

Storage fee rule

Storage fee rule to be applied

Is deactivated

If the checkbox is ticked, the item is no longer taken into account.


Create invoice

The image-20240617-061604.png button can be used to generate an invoice for the existing template. Further information can be found under storage fee billings.


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