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--- en:gui5:handbuch:kapitel_2:2.4.11_rechnung [2021/06/11 13:24]
alexandra
+++ en:gui5:handbuch:kapitel_2:2.4.11_rechnung [2021/12/10 15:24] (current)
alexandra [Misc]
@@ Line 1: / Line 1: @@
 [[2.4.10_zahlungsausgang|{{|Back}}]] [[..:handbuch|{{|Home}}]] [[2.4.12_rechnungsposition|{{|Next}}]]
-====== 2.04.11 Invoice ======
+====== 2.04.11 Outgoing Invoice ======
@@ Line 13: / Line 13: @@
      * **Basic Informations:**
-        * **Description:** The description of the invoice is stored in this field.
+        * **Number:** The description of the invoice is stored in this field.
+        * **Type:** Is it an invoice or a payment request?
         * **Status:** This field is determined by the system and indicates the status of the invoice on the basis of the actions carried out using the "Action" function. When a new invoice is created, it automatically receives the status "No invoice", when the invoice is transferred, it receives the status "Invoice transferred" and after cancellation, it receives the status "Invoice canceled".
         * **Project:** In this field the project is selected for which services have been performed and for which an invoice should be created. Projects can be defined and changed in the [[..:kapitel_2:2.02.02_projekt|project]] mask. An invoice can only be created for external and active projects.
-        * **Time Period (from/to):** These fields indicate the service interval for the invoice. For services, the period in which the billed services were performed is entered here. This information is required for accrual and deferral in the income statement. If this interval is not filled, the system uses the invoice date. In addition, when listing billable services, the system only lists those that were performed in this period.
+        * **Billing Address:** Displays the billing address.
+        * **Service Period (From/To):** These fields indicate the service interval for the invoice. For services, the period in which the billed services were performed is entered here. This information is required for accrual and deferral in the income statement. If this interval is not filled, the system uses the invoice date. In addition, when listing billable services, the system only lists those that were performed in this period.
         * **Net Amount:** In this field, the net amount of the invoice is entered. Together with the sales tax, this amount makes the gross amount.
-        * **Sales Taxes:** In this field, the sales tax applicable to this invoice is entered from the dropdown menu. By default, this field is filled with the tax rate valid in the country assigned to the [[..:kapitel_2:2.01.01_system_-_konfiguration|configuration]]  mask. The VAT can be defined and modified in the [[..:kapitel_2:2.01.08_key_-_umsatzsteuer|sales tax]] mask.
+        * **VAT:** In this field, the sales tax applicable to this invoice is entered from the dropdown menu. By default, this field is filled with the tax rate valid in the country assigned to the [[..:kapitel_2:2.01.01_system_-_konfiguration|configuration]]  mask. The VAT can be defined and modified in the [[..:kapitel_2:2.01.08_key_-_umsatzsteuer|sales tax]] mask.
         * **Gross Amount:** In this field, the gross amount of the invoice is automatically entered by the system. This value is calculated from the net amount of the invoice and the selected VAT.
-        * **Settlement Type:** This field indicates the settlement type for the defined invoice. Projectile currently supports the settlement types invoice by service, final invoice, fixed price invoice and partial invoice.
+        * **VAT Amount:** In this field the VAT amount of the invoice is calculated.
-        * **Budget Billing:** This field indicates the percentage of the budget billing amount for the budget billing invoice. For the billing type "fixed price", this value is preassigned with 100%.
+        * **Accounting Method:** This field indicates the settlement type for the defined invoice. Projectile currently supports the settlement types invoice by service, final invoice, fixed price invoice and partial invoice.
+        * **Percentage Discount:** This field indicates the percentage of the budget billing amount for the budget billing invoice. For the billing type "fixed price", this value is preassigned with 100%.
         * **Offer:** In this field, an offer can be assigned to the invoice from which the invoice originated. This assignment forms the basis for the [[..:kapitel_2:2.5.02_fakturaauswertung|faktura/budget Evaluation]] of the [[..:kapitel_2:2.05_auswertungssystem|evaluation module]].
         * **Order:** In this selection field an order can be selected and all other orders assigned to the invoice can be called up and changed.
-        * **Invoicing Party:** The creator of the offer from the selection menu can be entered in this field. Employees can be managed in the mask [[..:kapitel_2:2.01.24_basic_-_mitarbeiter|employees]].
+        * **Purchase Number:** Displays the purchase number.
+        * **Order Value:** Displays the value of the order.
+        * **Remaining Order Value:** If services of this order have already been invoiced in other invoices, the remaining order value amount is shown here.
+        * **Created By:** The creator of the offer from the selection menu can be entered in this field. Employees can be managed in the mask [[..:kapitel_2:2.01.24_basic_-_mitarbeiter|employees]].
         * **Invoice Date:** This field indicates the date of the invoice. The system defaults to the current date.
-        * **Comment:** This field enables you to enter remarks on the invoice.
+        * **Note:** This field enables you to enter remarks on the invoice.
-        * **Mile Stone:** When invoicing from milestones, the milestone is automatically stored here.
-     * **Items:** This element contains a list of all assigned invoice items.
+     * **Positions:** This element contains a list of all assigned invoice items.
      * **Incoming Payments:** This element contains a list of all assigned incoming payments.
+       * **Invoice Sum:** Shows the sum of the invoice.
+       * **Amount for Payment:** Here you can see the already paid amount of the invoice.
+       * **Difference:** If there is a difference between the invoice sum and the paid amount, it is displayed in this field.
+       * **Payments:** The payments are listed here.
@@ Line 41: / Line 51: @@
-    * **Other:**
+    * **Format:**
-       * **Invoice ID:** This field assigns a unique identification number to the invoice, which is automatically assigned by the system.
+       * **Grouping Option:** The field specifies the default grouping option for the invoice printout.
-       * **Original Invoice:** This field manages the invoice number if a new invoice was created from a canceled invoice.
+       * **Preset Template:** If you want to use a preset template, you can pick the office document here.
-       * **Collective Invoice:** For collective invoices, this field contains a corresponding reference to the collective invoice (not included in the standard version).
-       * **Grouping Option:** Das Feld gibt die standardmäßige Gruppierungsoption für den Rechnungsausdruck an.
-    * **Modalities:**
+    * **Details:**
-       * **Discount:** In this field, you can define the reduction of the invoice amount by discount.
+      * **Internal Number:** This field assigns a unique identification number to the invoice, which is automatically assigned by the system.
-       * **Deduction of Discount:** FIXME
+      * **Date Billed:** The day the invoice was billed.
-       * **Reason Offer Missing:** The reason why this invoice is not based on a valid offer can be entered here as information.
+      * **Date Cancelled:** If the invoice gets cancelled, the date of the cancellation is displayed here.
-       * **Exchange Rate:** After selecting the project, the Exchange rate field is automatically filled with the valid exchange rate to the local currency (see also document type Configuration). Here you can also define a different project exchange rate (e.g. for international projects where the currency risk should be minimized). The exchange rates are managed in the [[..:kapitel_2:2.01.07_key_-_kurs|exchange rate]] mask.
+      * **Discount:** In this field, you can define the reduction of the invoice amount by discount.
-       * **Employee Contribution:** This is the percentage contribution of the employee in relation to the invoice amount.
+      * **Cash Discount:** In this field a reduction of the invoice amount through a cash discount can be defined.
+      * **Why is Offer Missing:** The reason why this invoice is not based on a valid offer can be entered here as information.
+      * **Original Incoming Invoice:** This field manages the invoice number if a new invoice was created from a canceled invoice.
+      * **Collective Invoice:** For collective invoices, this field contains a corresponding reference to the collective invoice (not included in the standard version).
+      * **Bank:** Here the picked bank account is listed.
+      * **Milestone:** If a milestone is connected to this invoice, it is displayed here.
+      * **Customer:** The customer, who will get the invoice.
+      * **Contact Person:** The contact person of a company to which the invoice is addressed to.
+      * **Rate:** After selecting the project, the Exchange rate field is automatically filled with the valid exchange rate to the local currency (see also document type Configuration). Here you can also define a different project exchange rate (e.g. for international projects where the currency risk should be minimized). The exchange rates are managed in the [[..:kapitel_2:2.01.07_key_-_kurs|exchange rate]] mask.
+  * **Revision:** These fields show revision-proof information that cannot be changed.
+    * **OriginalInvoiceBiller:** The person who created the invoice.
+    * **OriginalAddress:** The address (street and street number) to which the invoice is addressed.
+    * **OriginalPostalCode:** The postal code to which the invoice is addressed.
+    * **OriginalCity:** The city to which the invoice is addressed to.
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