Invoice items can be automatically transferred from the original documents. Source documents can be quotations, sales orders or customer orders.
The “From quote” option is only available if there is also a quote for the order.
Take over from offer #
After clicking on “From offer”, a dialog opens with all variants and groups from the offer. All lines are selected by default. Remove the “ticks” from the unused groups or variants.
Click on “Apply” to read all the data from the quote and transfer it to the invoice. All items can then be adjusted as required.
Optional and free items are not accepted.
Transfer from order #
Click on “From order” to open the following dialog
Adjust period (1) #
Under point 1, you can choose whether the system should automatically adjust the service period of the invoice (see basic data).
Dynamic adjustment means that the period is automatically adjusted to the existing entries. As an example, a service report can include hours on 2.12.2020, 5.12.2020 and 12.12.2020. The system now automatically adjusts the period to 2.12.2020 – 12.12.2020. Even if the selection period was chosen from 01.12.2020 to 31.12.2020, for example.
The fixed adjustment option means that the selected period is adopted permanently. For example, if data from 01.12.2020 – 31.12.2020 is transferred, the period is also set to 01.12.2020 – 31.12.2020. Regardless of whether there are entries or not. If several different time periods are used, the first and last dates are adopted. If the selection is not adjusted, the time period is not adjusted either.
Transfer data (2) #
In section 2, you can select all the desired data to be transferred. This can be narrowed down by entering the date.
As soon as you select the relevant selection, the data can be adjusted accordingly. The number and the text correspond to the group number and the group text in the invoice. You can also use the corresponding group number to control the sorting in the invoice.
Save defaults #
If you want the selected settings to be retained, click on the star symbol. The settings are now saved system-wide. This allows you, for example, to always use time recording with the group name “Hours”.