Print Options

Purpose

Print Options control how recurring invoices and service invoices are presented in the project and contract context in Professional Services. This makes it possible to align batch invoices and related document output with the business structure of a project or customer scenario.

Prerequisites

• projects and contract-related billing processes are set up
• the desired grouping or presentation of invoice documents is defined from a business perspective
• if needed, project-specific defaults are already maintained

Functional focus

Print options on the project

For recurring invoices and service invoices, print options can be maintained directly on the project. These settings provide the default logic for later invoice documents and create a consistent output across multiple transactions.

Transfer into sales contracts

When a sales contract is created for a project, the relevant print options are transferred into that contract context. This means the presentation logic is not limited to the project, but also influences contract-based invoicing.

Use in batch invoices

Especially for batch invoices, print options help keep the output structured from a business perspective. They influence how related services or invoice components are grouped and presented.

Override during the print run

Even when project defaults exist, they can still be overridden in the concrete print settings during the actual print process. This keeps standardization in place without blocking exceptional cases.

Outcome

Print Options connect billing logic with controlled document presentation. They help ensure that project- and contract-related invoicing is not only calculated correctly, but also presented consistently and transparently.