Overview tab empty at the start of processing
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To start any editing in this tab, you must select the context menu. → Right-click in the empty area of the screen to get an overview of the selection options. |
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Related pages
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Overview tab empty at the start of processing
If you select the Invoicing tab for the first time, the tab is empty.
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Context menu in the Invoicing
Various programs are selected in the context menu that can be used in the invoicing.
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Entries in the context menu
Functions to edit vouchers
Create voucher | Issue a new outgoing voucher. |
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Edit voucher | An already existing voucher can be edited - as long as it has not yet been transferred to the financial accountig. This requires a setting in the basic data |
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INVOICING in COMPANY → checkbox Invoice changeable. | |
Copy voucher | A voucher will be copied within the selected file. |
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Copy voucher from ... | A voucher will be copied from another file. Copied file (RN 7.8.1) |
Cancel voucher | Cancels a voucher. |
Functions for collective vouchers
Create collective credit note | These 3 programs for collective vouchers are explained at Collective invoice (Outgoing collective invoice). |
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Create collective invoice header | |
Close collective voucher |
Single functions
Create correction invoice | This program is explained separately at Correction invoice and Invoice layout. |
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Credit note to correct. invoice | This program is explained separately at Credit note to correction invoice. |
Update overview | Updates the view of the active program/window. |
Procedures with the created vouchers
Reprint | Enables the repitition of the complete invoice set. If invoice-relevant data is changed in the order, the updates are included when the print is repeated. A 1: 1 printing of the created invoice is therefore only possible from the efile tab! |
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Show voucher | With this function all tabs of the voucher are displayed in gray with non-editable fields if an invoice is no longer changeable. |
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Print profit share | Prints the attachment of a profit share voucher. |
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Print preview | The document is displayed as a print preview with the setted layout. |
Send voucher by email | You change to the Email program. |
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 The topic Send invoice by email is explained in Invoicing tab in the order. | |
Show automatic accrual
| When setting the billing codes in the basic data, there is the option to also automatically set the billing code as an accrual: basic data INVOICING → Accrual sub tab in BILLING CODES → Field Create accrual. If this option has been selected in the basic data, the program creates an information window in the outgoing invoice that shows this automatic accrual. |
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Print preview invoice copy | Shows a print preview of the invoice copy. |
Entries in the Overview tab: Summary of all created vouchers
After invoicing (outgoing vouchers!), a list of the created vouchers is displayed in this tab.
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