Documentation
Difficulty level:
Configuration - Modules - Invoice Configuration
This section only applies if the module Invoice is active.
Invoice settings
As an administrator, invoice settings can be found in the configuration, menu Modules -> Invoice settings.
Variable | Description | Example |
---|---|---|
Invoice number format | Determines how an invoice number is constructed | {YEAR1}{KEY4} returns 201901234 |
Invoice start number | Can only be used once. This setting is fixed after the first invoice that is final. |
|
Create draft invoice at status | Only in combination with reservations. Enter the status here whereby a draft invoice is automatically created. |
60-INVOICE DRAFT |
Invoice final at status | A draft invoice should only be available in combination with reservations and with this setting. Enter the status here whereby a draft invoice is automatically made final. |
61-INVOICE FINAL |
Email template for customer | Enter here the template to be used for sending the invoice | template: email_invoice of category email and context invoice |
PDF template for customer | If the invoice is sent by post, a PDF is created by default when the invoice is finalized. Specify here which template should be used to generate this PDF. If sending is set up via email, this PDF will not be generated. When sending by e-mail, a PDF attachment can be created |
template: pdf_invoice of category email and context invoice |
Customer ledger account | The debtor account to which the total amount of the invoice should be written. | 1300 |
Customer indicator | The indicator where the total amount of the invoice should be written. | Debit (DB) |
General ledger account standard turnover | This revenue account is used if no revenue account is specified. Note: sales accounts can be specified at prices and options. |
8000 |
Default turnover indicator | This indicator is used if no indicator is specified | Credit (CR) |
UBL active | If set, a UBL attachment is created | Yes |
UBL location | The invoice is created with data from this selected location. This setting is a requirement for creating a UBL. | Selected location |