Under Project > [Project Name] > Account Settings and under General > Data & Plan you control how a project is handled within invoicing.
Customer & Invoice Tab
The Customer & Invoice tab under Project > [Project Name] > General > Data & Plan defines the core billing parameters for the project. Configure these settings before creating the first invoice item.
Customer and contact person: Assign the project to a customer. The contact person is pre-filled on the invoice and can be changed when creating the invoice.
Customer order, order number and job number: Reference fields that can be printed on the invoice. The order number is also a required field for certain XRechnung profiles.
Revenue account: Default revenue account for this project, pre-filled when creating invoice items. Only visible when the Accounting Export module is active.
Invoice address and delivery address: Select which of the customer's stored addresses appears on the invoice. These fields are only available with the Invoicing module.
Allow invoicing to multiple customers: Enables splitting a project's invoicing across multiple customers. Once activated, the participating customers and their shares are assigned directly in the project. Only available with the Invoicing module.
Language: Language of the invoice attachment and country-specific formatting of dates, times and decimal numbers. Applied as the default for all invoice items in this project.
Currency: Project-level default for the invoice currency – overrides the currency set on the customer.
Cost center and cost unit: Organizational assignment for the project, which can be included in accounting export files.
Type of accounting: Determines how services are billed: expenditure at hourly rates (based on recorded hours at the stored hourly rate), expenditure at daily rates (based on a quoted daily rate entered in a separate field) or Fixed price (flat rate regardless of actual effort). The type of accounting is the default for all tasks in the project and can be overridden per task.
Account for tasks separately: When active, each task receives its own invoice item. When inactive, all tasks are combined into a single invoice item. This setting cannot be changed once invoice items have been created.
Invoice Attachment Format
Under Project > [Project Name] > Account Settings > Format you control the language, appearance and content of the invoice attachment for this project. The following settings can be configured per project:
Language: Used as the default for invoice items, including language-specific formatting of dates, times and decimal numbers. When set to „-Default-“, the ZEP default language from Administration > My Company > General applies.
Employees: Do not display, as outline (new page per employee) or as table column.
Working hours: Do not display, summary only, table only, or table and summary – with or without times, with or without daily totals.
Travel costs: Do not display, summary only, table only, or table and summary.
Receipts: Do not display, summary only, table only, or table and summary.
Note: The invoice attachment settings only apply to projects and tasks that are billed on a workload basis.
XRechnung Fields per Project
When the project is assigned to a customer with a machine-readable invoice format (XRechnung or ZUGFeRD), the XRechnung tab appears under Project > [Project Name] > General > Data & Plan. There you can enter project-specific BT fields for the structured invoice:
Project reference (BT-11): The buyer's reference to the project.
Contract reference (BT-12): Identifier of the underlying contract.
Allocation number (BT-17): Reference to the procurement procedure, e.g. for public sector contracts.
Object number (BT-18): Object identifier, e.g. a construction project ID.
Paymentterms (BT-20): Payment terms as free text.
Comment (BT-22): General note text for the invoice.
Note: The XRechnung tab only appears when the assigned customer has a machine-readable invoice format (XRechnung or ZUGFeRD) activated for one of their addresses.
