In the basic settings for the billing module, the various settings such as document texts, payment types, invoice numbers, payment targets and discounts can be entered.
This is a prerequisite for working with the billing module. To the right of the settings, a check mark indicates when the configuration is correct. All settings must be set up correctly.
On the tab Invoice in the basic settings under you will find the categories Document Texts, Templates, Advanced Settings and Automation, which will be explained in the following.
The document texts are pre-filled with meaningful texts at the start, suitable standard templates are set for templates and the settings are configured. These can be adapted for individualized work.
Document texts
Texts for invoices and credit notes for the payment types bank transfer, SEPA direct debit, credit card and other can be stored under the document texts.
The texts can be entered multilingually for the languages you have activated. They are then inserted depending on the language of the contact.
The various payment type texts can then be output in the document by macro. The macro list contains a description of all billing macros.
In the Tax liability area, you enter the texts for the various tax liabilities.
Depending on the payment type set in the contact and the document type, the appropriate document text is displayed in the document.