Create XRechnung

Mon, 01 Jan 0001 00:00:00 +0000

Export as XRechnung

A project invoice document can be output as an XRechnung. The XRechnung created is automatically added to the attachments of the document.

To do this, go to Actions in the open project document via Export to Other and then Export as XRechnung.

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Attention! If you have transmitted the exported XRech file to the client, it is considered the original of the invoice document for tax purposes and is therefore subject to retention.

Invoicing

Mon, 01 Jan 0001 00:00:00 +0000

Invoices are created identically to the other project documents. Different types of invoices can be created directly from the project card in the Project Documents and Project Invoices tabs via Manage and New.

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Partial invoices as down payment invoice
Partial invoices
Invoices
Final invoices
Credits and
Partial credits (preferably always non-cumulative)

Final invoices always refer to previous partial invoices. They are cumulative and complete a billing process. Invoices, on the other hand, have no previous partial invoices. So they cannot be cumulative and form their own billing process. An overview of all invoices can be found in the Project Cockpit under the Project Invoices tab. Whether a partial invoice is called partial invoice, partial invoice or invoice invoice, can be set in the document types.

Printing Options and Receipt Printing

Mon, 01 Jan 0001 00:00:00 +0000

The print settings for the current document can be accessed via Reports and, under General, via Select print variant.

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Standard templates can be stored or existing ones can be edited.

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Regardless of the selected form template, extra settings can be made. Some attitudes have already been explained elsewhere.

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Field	Explanation
General
Settings template	Selects a stored print settings template.
Description	Stores a description for the settings template.
Form template	Selects a form template from the lookup.
Report ID	Specifies the report ID used to run the report.
Custom report layout code	Selects a report layout by code from the lookup.
Preferred variant	Marks the settings template as the preferred variant.
Text mode	Selects which text module is printed for individual lines. With Variable, the text stored for the item in the document is used (Print view). Only lines marked in the bill of quantities are copied.
Printer matrix	Settings for print flow and printer selection.
Minimum output level	Prints only fields on this level or higher. Useful for suppressing background elements.
Subject	Defines whether the document subject is printed.
Introductory remarks	Defines whether the introductory text is printed.
Title totals	Prints totals for each title on the document.
Title per page	Prints each title on a new page.
Carry forward	Prints a carry-forward total on each page.
Suppress zero quantities	Lines without quantity are not printed.
Suppress lines without price	Lines without price are not printed.
Suppress text lines	Text lines in the document are not printed. No effect on preface and closing texts.
Print item no.	Defines whether the item number is printed.
Sub-lines	Sub-lines are printed always, never, or based on the setting of the parent line.
Sub-lines of sub-lines	Sub-lines of sub-lines are printed always, never, or based on the setting of the sub-line.
Print sub-line prices	Defines whether prices of sub-lines are printed.
Do not print line prices	Defines whether line prices should be omitted from print.
Measurement rows	Prints measurement rows.
Show price shares	Shows individual price shares for each line.
Title heading	Defines whether titles are printed and which text variant is used.
Print image attachments	Defines whether image attachments are printed.
Finalize
Title summary	Defines whether an additional short or long title summary is printed at the end of the invoice.
Summary only	Defines whether only the title summary is printed. Individual lines are omitted and only the line total is shown.
Print net amount line text	Defines whether the text of the total net amount line is printed.
Print net amount	Defines whether the net amount is printed. Outputs the net amount as total services.
Material totals	Shows material totals on a document.
VAT lines	Shows or hides VAT on the document.
Surcharges/discounts net	Prints the net amount of any surcharges/discounts.
Surcharges/discounts gross	Prints the gross amount of any surcharges/discounts.
Partial invoices	Displays partial invoices in the document.
Partial payments	Prints any partial payments in the document.
Separate partial invoices and payments	Displays partial invoices and partial payments separately.
Print gross amount	Defines whether the gross amount is printed. In the invoice, it is shown as the amount due in EUR.
Closing remarks	Defines whether closing remarks are printed.
Print posting group text	Prints the posting group text stored in the document.
Do not append standard phrases	Defines whether standard phrases are printed.
Print phrase introduction	Prints an individual print section/line after the line table and before the partial-invoice phrase.
Print standard phrases	Defines whether standard phrases are printed and to what extent.
Print payment terms	Defines whether payment terms stored in the document/project are printed.
Print cash discount terms	Prints cash discount terms.
Print phrase ending	Prints an individual print section/line after the payment terms and the partial-invoice phrase.
Closing remarks after phrases	Places the closing text after the phrase block.
Print shipping address	Defines whether the shipping address is printed.

Reverse project invoice

Mon, 01 Jan 0001 00:00:00 +0000

A posted project invoice can be cancelled on the project card in the Project Invoices area by calling the Cancel Final Invoice action in the All Tasks area.

View of project invoices on the project map:

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Procedure:

When the action is called, a credit note is created and matched with the invoice, after which the invoice is canceled. In addition, the project voucher wizard is opened to create a corrected invoice document.

Invoices on Product Documentation

Create XRechnung

Export as XRechnung

Invoicing

Printing Options and Receipt Printing

Reverse project invoice