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Invoicing

Create invoices from project times, release invoice items, send dunning notices, and create reports.

1 author12 articles
Feature Overview – InvoicingAn overview of all features of the Invoicing module: menu items, reports and the dashboard widget for invoices, payments and sales forecasts.
Basic Settings – InvoicingConfigure the Invoicing module: invoice number format, incoming payments, email dispatch and other basic parameters.
Master Data – InvoicingManage articles, additional fields, dunning levels, text modules and mail templates as the basis for invoicing.
Customer Settings – InvoicingConfigure customer-specific invoicing settings such as term of payment, billing procedure and email transmission.
Project Settings – InvoicingConfigure project-specific invoicing settings such as invoice format and XRechnung fields.
Machine-Readable Invoice FormatsLearn how to set up ZUGFeRD and XRechnung formats in ZEP and activate them for your customers.
Planning and Releasing Invoice ItemsLearn how to create, release and manage invoice items across your projects.
Creating and Sending InvoicesLearn how to create invoices from released items, send them, cancel and correct them.
Automated InvoicingLearn how to set up and run automated invoicing for customers with recurring invoices.
Special Cases – InvoicingLearn how to use invoicing to multiple customers, A/P credit memos and machine-readable invoice formats.
DunningLearn how to create dunning notices from open invoices and send them by email.
Reports – InvoicingAnalyse sales forecasts, work in progress, open items and incoming payments for your invoicing.