back Instruction overview

Create Invoice

You can create an invoice by either billing an existing order or creating an invoice without an order.


Create Invoices Without Orders


You can add invoices without an order directly via the following path: Navigation Bar Customers Invoices Create Invoice






Create Invoice




When creating an invoice, specify a customer and fill in the remaining details. Additionally, you can configure custom attributes, such as linked orders, to associate the invoice with the selected order.











Add Pricelist Items




Unlike invoices from an order, you can add pricelist items after the invoice is created.









Enter a description and the examination; once saved, the item will appear on the invoice. The invoice remains in "Draft" status until it is sent.













Bill Orders


Go to the order to be billed and add all applicable pricelist items. With the button Suggest Pricelist Items, you can automatically add pricelist items based on the examinations performed in this order. The pricelist items are managed in the price list (see instructions Preisliste verwalten).









Related Topics: Rechnungen versenden, E-Mailvorlagen für Berichte und Rechnungen

Last change: 20.05.2024

Allgemeines

Einführungsphase

Mitarbeiter

Aufträge

Proben

Probenvorlage

Berichte

Berichtstabellen Editor

Kunden

Kundenzone (optional)

Anlagen

Angebote

Rechnungen

Parameter

Rechnen mit Parametern

Schnittstellen

Webservice

Transformationscode

Prüfpläne / Grenzwerte / Spezifikationen

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Prüfmittel

Material

Mitarbeiterschulungen

8D-Report

Sonstiges

PDF-Vorlagen

Fragen und Antworten

Lieferantenbewertung

Dateiverwaltung

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