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Invoices - General Settings

Owned by Giacomo Lindorff (Unlicensed)
Last updated: Nov 01, 2021 by Henrik Bjerregaard

Here you will find settings that are related to different parts of the invoices module. 

There are settings specific to related functions, which are in the module's configuration menu.

General

This section has the following settings:

  • From task: When a new invoice is created, you can decide how the invoice title is created from tasks. You can choose one of the following:
    • Task title
    • Customer name
  • From subscription: When a new invoice is created, you can decide how the invoice title is created from subscriptions. You can choose one of the following:
    • Customer name
    • Subscription
    • Subscription + month
    • Subscription + month/year
    • Standard
  • Invoice info: When an invoice is sent to a parent company, the information that should be printed on the invoice can be one of the following:
    • Parent company
    • Original company
  • Prefix: A prefix can be set for temporary invoice numbers
  • Additional receivers: Persons with a specific role can be added as invoice receivers. The choice can be any of the roles you may have created for persons. For more on this, please refer to the CRM module's person roles
  • Task # in text 2: If checked and a task is invoiced, then the task number will be placed in text field 2 on any invoices created from that task.
  • Count income: This decides when to consider an invoice as income in Microbizz key numbers.
    • When invoice is created: The total of the invoice is considered income when the invoice is created.
    • When invoice is posted: The total of the invoice is considered income when the invoice is posted.
    • When invoice is payed: The total of the invoice is considered income when the invoice is payed. Please be aware that not all integrations supports detection of when an invoice is payed.

Files & folders

This relates to files and folders that exist on the tasks that provided the invoice lines for an invoice.

This section has the following settings:

  • Automatically include files: If checked, files and folders within tasks will be included automatically when the invoice is mailed. 
    • Folder: Name of a folder (on the task)
    • Subfolder for files to include: A subfolder for the files, you want to include when the invoice is mailed
    • Subfolder for previously sent files: A subfolder containing files you previously sent
    • Create for all open tasks: Indicates that you want to create the folders for all open tasks, i.e. a data run which creates the folders here and now
  • Automatic invoice: If marked, tasks will be automatically invoiced, and pending invoices are posted automatically.

If you deselect Automatically include files then you will be given an option to disable including files with the existing invoices.

VAT

This section has the following settings: 

  • VAT (%): The VAT percentage 
  • VAT account: Your VAT account no., if you have any

Account invoicing

This section has the following settings:

  • Enable account invoicing: If marked, you are able to set up an account and draw from that instead of invoicing the customer
    • Use account: You can either create a new account or choose one of the accounts previously created
    • Filter tasks: Choose a task filter 
    • Source customer account: Choose a one of the following sources for the customer account:
      • Invoice-company
      • Task company

Fields

This section has the following settings:

  • Our reference: Choose one of the following customer fields to use for "our reference" on the invoice
    • Our reference (CRM)
    • Seller (CRM)
    • Created by (CRM)
    • superadmin (CRM)