Contents

Basic data

• CS codes in CS Admin in ADMIN

Related pages

• Overview tab in Invoicing

• Voucher header data tab

Voucher address tab

On this tab, the addresses can be edited and additional data can be entered.

The print of the invoice will only contain these entries if the invoice layout is set accordingly.

Transport tab

This tab provides the option to e.g. enter a different currency for the print or to enter the invoice amount in words.

The print of the invoice will only contain these entries if the invoice layout is set accordingly.

There are dropdown menus for the Attachments fields, from which you can select pre-assigned entries. 
Preallocations can be made in the basic data CS codes in CS Admin in ADMIN per branch.
Code and name can be selected freely per language. However, the codes need to differ per entry.

It is also possible to fill the fields Attachments manually.

Goods description tab

Select the goods description version

The description of goods will be printed according to the layout settings in the basic data. The preallocation can be done in the goods description in the order entry and includes a maximum of 13 lines.

Open

The report (layout settings) can also be modified so that the data are accepted from the goods description automatically. This is recommended if you regularly enter more than 13 lines of goods description and would like to include all information in the print of the invoice. 

The goods description or the number of the items to be accounted for can be modified on this page. You can also select Select goods description from the right mouse menu.

Open

A mask including all data from the goods description will open. You have access to all lines of a goods description and to all filled goods description versions.

This feature is recommended if you have occasionally made modifications in the goods description. The application always draws the current data of the goods description and your invoicing is always up to date.

Select the desired lines with Shift or CTRL and Clicking on the line.
Confirm with OK.
You can now accept the desired lines into the layout in the appearing text field. 

Activate the goods description version F for the Invoicing

The goods description that is to be printed in the voucher can be, as mentioned above, the goods description of the invoicing.

Another option is to add another version in the Order → Goods description tab, in which the shipment for the invoice can be recorded. The billing report needs to be adjusted accordingly.

The version F (= Faktura = Invoicing) can be activated through CargoSoft.

Voucher items tab

In this tab the calculation of the services takes place.

→ Voucher items tab.

Save and post the voucher

After you have entered all voucher items and want to finish the billing, click on the save button in the File menu.

When it is saved, the voucher is printed, posted and prepared for transfer to the accounting interface.

The program changes to the Overview tab and shows the updated data of all vouchers.

If the vouchers are to be changed in the basic data, it is still possible to make changes in the invoice until the voucher has been transferred to the financial accounting → Settings tab in INVOICING in COMPANY → checkbox Invoice changeable.