Table of contents
Invoicing
With the ZEP invoicing module you can easily create invoices:
With freely definable and editable fields for the invoice text.
Optionally define a prefix, suffix and/or a specific length for your invoice numbers.
The next available invoice number will be automatically displayed when the invoice is issued.
Invoice items from different projects together for a customer in customer billing.
If you cancel an invoice, a corresponding invoice item "Cancellation Invoice" with a credit note is automatically created.
If you delete an invoice, the invoice number will be released again.
Correct an invoice if you want the invoice number and invoice date to remain unchanged and keep the previous invoice document as the “old version”.
With the ZEP invoicing module, you can create planned invoice items for each project:
Schedule payment dates for the entire project or for each task or individual tickets.
Select the billing type, among others “fixed price” or “expenses”, “VMA/travel allowances”, “other receipts”, “final invoice” or “advance payment”.
For regularly recurring invoices, plan invoice items with the recurrence specified (monthly, 3 monthly or annually).
Plan your invoice items with a specific service period (from/to date) and a planned invoice date.
With the ZEP invoicing module you can invoice correct data:
The following applies to all projects or processes that are billed as expenses: As soon as an invoice item is released, the billing period is blocked for service recording.
Use the invoice preview to check individual, several or all invoice items for accuracy at any time.
With the ZEP invoicing module you will never forget an invoice again:
Via Invoicing > Administration > Invoice items you can see all invoice items: planned, released and invoiced. In project management and customer management you can see all invoice items for the project or customer.
The “missing invoice items” give you an indication of booked expenses for which no invoice item yet exists.
If ZEP marks a planned invoice item, this means for you: The billing date has been reached and the item should be released or billed.
When invoice items with repetition are released, the next invoice item is automatically created for the new service period.
With the ZEP invoicing module you have all payments in view:
With ZEP you can record all incoming payments with amount and date.
With the Open Items analysis, you can always see how long an invoice has not been paid.
With the dunning system in ZEP, you can send reminders for unpaid invoices in several stages.
With the sales forecast you can predict your sales for the next few months.
The evaluation of work in progress supports you in determining the work that has not yet been invoiced by a specific date (financial year-end closing).