Invoicing
Create invoices from project times, release invoice items, send dunning notices, and create reports.
By Gideon1 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.
- Projekteinstellungen – RechnungsstellungConfigure 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.