Add new / Edit existing Service

: 25 November 2016

Add new / Edit existing Service

ISPadmin - Client management If you have added a new client, it just a contact which is not linked to any active in the system. So you have to add a service to such a contact. The service will be used and charged for. Also, there is a rule that one client with at least one active service equals one licence.

IPTV

IPTV is a service of providing television via the Internet as the digital television is broadcasted via IP protocol and computer networks. Set-top box is used for receiving. Its purpose is to bring the customer a broader offer of television programmes and broadband data services. Another significant attribute is the ability to transmit images in higher quality than analogue signal.

Service Name	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from date	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration. You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
Invoicing date	Day of invoicing the client/services. You may invoice the client on a certain date for certain time period (e.g. from November 15, 2014 to December 14, 2014). Due to accounting reason we recommend to set the date to the first day of month (1).
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	If the service is in a reverse charge mode, check this field and select Reverse charge type code. Read more ...
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Contract type	For limited / indefinite period of time
Minimal contract duration	Enter number of months, the following item is filled in automatically.
Contract duration to	Date until which the client is obliged to use the service. In case of unlimited contract, you can use Min. duration of the contract.
Auto Renewal of the contract	Automatic renewal of Duration of the contract to. Auto-renewal is logged into client´s history.
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Notice	Here you can add a note to a given IPTV service.
Discount type	The options are: No discount, Fixed discount (in currency per month), or Percentage discount (from monthly rate). If discount is selected, enter Discount name (invoice description), or its duration (Discount from-to
Flat rate	Amount added to the monthly fee. You can also enter note.
Installation charge	If you use this type of fee use this field for its storing. It is merely information which is not transferred to Invoicing. More on invoicing installation charges
Refundable deposit	You can store record on refundable deposit here. The deposit is returned to client after contract termination. It is merely information which is not transferred to Invoicing.
Switch	Select switch as defined in Hardware Switches.
Switch port	Select switch port as defined in Hardware Switches.
Suspend service	Selected Not selected If client breaches contractual terms in any way, or you agree on temporary suspension of service, you can use this option to suspend the service manually.
IPTV Type	Select one of your configurations from Settings System settings General, ID iptv_login (IPTV, in general) / iptv_login_4networktv (4network) / iptv_login_sledovanitv (SledovaniTV).

IPTV service tariffs

Set them up in Settings Tariffs IPTV. Each tariff may have its own special setup for: Individual price, Invoiced from, Invoice to

Set-top box - Add new Set-top box

Description	Description of Set-top box
Set-top box number	Set-top box serial number
Client PIN	Enter client PIN
PIN for service order from STB	Enter PIN for order of services from set-top box.
Location	Define it in Settings Code lists Locations. Geographical group for routers. You can use it for cities or town districts, counties etc. It helps you with schematic displaying of routers. If you administrate more cities or villages, you can use the names of specific cities and villages. If you administrate only a few cities, you can use names of city districts. If your network is very extensive, it is more suitable to select distribution of locations into districts or regions. With this distribution you will significantly make more clear displaying of routers in individual system screens. It is also possible to filter records and client according to this division. For example: bulk email and SMS.
Router	A device which is connected to the client. Set up routers in Hardware Routers All If locality is selected, only routers defined for the locality are available for select.
Access point	Access point is wireless card of a router through which the client accesses your network. Set up access points in Hardware Routers All, Settings - Connect. points. In global settings - Settings Syst.settings General, ID auto_assign_access_point, you can turn on automatic allocation of access point to Internet service. The function detects an Internet service without access point, yet with allocated MAC address. The MAC address is searched for on all routers with defined access point and active registration for WiFi card. If a match is found, the system automatically assigns it to Internet service, and save the information to log.
Set-top box IP address	Free IP addresses are displayed. Click on an IP addresses to select it. Click on to display range table where you will see gate address, addresses used for routers, clients etc.
MAC address	Set-top box MAC address
Add new Set-top box	Records set-top box into overview of client´s set-top boxes on the right side.

Delete Set-top box

Deletes set-top box from list of client´s set-top boxes.

CATV

CATV is a service of providing analog cable TV connection via cables.

Service Name	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration. You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	If the service is in a reverse charge mode, check this field and select Reverse charge type code. Read more ...
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Min. duration of Contract	Enter number of months.
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Dealer	Sales agent who sold the service to the client. You may give commission to a dealer in % or a certain amount of money. Set dealers up in Settings Administrators Dealers.
Commission	Commission for selected dealer is pre-filled. You are able to change, though. It is a repetitive commission based on client invoicing.
One-time commission	A lump sum for a dealer
Tariff	A tariff as defined in Settings Tariffs Internet. Related items, such as Download/Upload Speed, Price, Tariffs description on invoice are filled automatically. Select Not set if undefined tariff is used, and fill in related items, including price.
Discount type	The options are: No discount, Fixed discount (in currency per month), or Percentage discount (from monthly rate). If discount is selected, enter Discount name (invoice description), or its duration (Discount from-to)

DVBC

DVBC is a service of providing digital cable TV connection. Set Top box is used for receiving the signal.

Service Name	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration. You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	If the service is in a reverse charge mode, check this field and select Reverse charge type code. Read more ...
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Card Number	Encrypt card number
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Suspend service	Selected Not selected If client breaches contractual terms in any way, or you agree on temporary suspension of service, you can use this option to suspend the service manually.
Dealer	Sales agent who sold the service to the client. You may give commission to a dealer in % or a certain amount of money. Set dealers up in Settings Administrators Dealers.
Commission	Commission for selected dealer is pre-filled. You are able to change, though. It is a repetitive commission based on client invoicing.
One-time commission	A lump sum for a dealer
Tariff	A tariff as defined in Settings Tariffs Internet. Related items, such as Download/Upload Speed, Price, Tariffs description on invoice are filled automatically. Select Not set if undefined tariff is used, and fill in related items, including price.
Discount type	The options are: No discount, Fixed discount (in currency per month), or Percentage discount (from monthly rate). If discount is selected, enter Discount name (invoice description), or its duration (Discount from-to
Flat rate	Amount added to the monthly fee. You can also enter note.
Installation charge	If you use this type of fee use this field for its storing. It is merely information which is not transferred to Invoicing. More on invoicing installation charges
Refundable deposit	You can store record on refundable deposit here. The deposit is returned to client after contract termination. It is merely information which is not transferred to Invoicing.

VOIP

VoIP service enables transmitting voice via computer network or another medium accessible for IP protocol. Telephony over the Internet, Intranet, or any other data connection is used.

Name of service	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from date	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration. You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	This checkbox allows you to set whether invoices for the service will be / will not be generated in the reverse charge regime. If they are to be generated in this regime, you have to choose one of the codes offered.
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Tariff	Set up tariffs in Settings Tariffs.
Flat rate	Amount added to the monthly fee.
Flat rate - note	You can enter a note for a given flat rate.
Installation fee	If you use this type of fee, enter the relevant amount here. It is merely informational. It is not transferred to Invoicing. More on invoicing of installation charges
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Map Checkbox Show on map Button Search	You can have the system show you the address of installation on the map provided. The Show on map checkbox has to be checked for this feature to work. You can use the Search button to initiate the process.
Suspend service	Selected Not selected If client breaches contractual terms in any way, or if you agree on temporary suspension of service, you can use this option to suspend the service manually.
Telephone number	Assigned phone number from virtual operator. Add numbers to the system in Settings Active services Mobile Numbers.
Router	Select one of the routers defined in the system.
MAC address	MAC address related to this VoIP service
Phone IP	IP address related to this VoIP service
Port	Port related to this VoIP service
Generate configuration file	You define whether the phone number is primary or secondary. If secondary, you may add a phone number. More on SIP templates here.
Portal login / Portal password	Login name/password for the SIP server. Most of the time, they are not needed since the phone number variable is used.
Company login / Company password	Company login name and company password
Monthly limit	Monthly limit for the service
Dealer	Sales agent who sold the service to the client. You may give commission to a dealer in % or a certain amount of money. Set dealers up in Settings Administrators Dealers.
Commission / One-time commission	Commission for the selected dealer is pre-filled. You can change it, though. It may be either a recurring commission based on client invoicing or a one-time commission.
Note	Here you can enter a note related to this VoIP service.

General service

Service which is not included in one of the following: Internet, CATV, VOIP, DVBC, IPTV, Mobile. Nevertheless, it is a recurring service which is charged for, e.g. web hosting, network management etc.

Service Name	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration. You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	If the service is in a reverse charge mode, check this field and select Reverse charge type code. Read more ...
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Dealer	Sales agent who sold the service to the client. You may give commission to a dealer in % or a certain amount of money. Set dealers up in Settings Administrators Dealers.
Commission	Commission for selected dealer is pre-filled. You are able to change, though. It is a repetitive commission based on client invoicing.
Suspend service	Selected Not selected If client breaches contractual terms in any way, or you agree on temporary suspension of service, you can use this option to suspend the service manually.
Description / Description for Client portal	Any description for internal purposes / Description shown on the Client portal
Items	Use + or - to add / delete invoice items. You may also use a template as defined in Invoicing Settings Templates General. For items, you may use a system variable $OBDOBI$ to display invoice period on an invoice.

Mobile

Mobile service enables filling and administration of SIM cards and mobile numbers for virtual operators. Mobile service is currently connected to virtual operator IPEX.

You can set it up in Settings Active services Mobile.

Service Name	It helps identify services of the same category (e.g. Internet) of one client. No need to use it if a client has only one service of the same category.
Connected from date	Client´s connection date, or date when service was added.
Invoice from date	Initial date of invoicing the service/item. Usually it is left unchanged (i.e. current date is used), the first invoice is issued at next invoicing. (Invoicing Invoices). If you move the date forward, the first invoice will be issued following this date. You may use Internet system variable $BILL_FROM$, which uses this date. Use for e.g. contract templates when a specific service is selected.
Invoicing period	The only options are: Not invoiced / Monthly
Invoice separately	Selected Not selected More services of the same client are bundled on one invoice by default. Use this option if you need to invoice a service separately.
Reverse charge	If the service is in a reverse charge mode, check this field and select Reverse charge type code. Read more ...
Contract number	Client number is used by default. Use this field e.g. in case you use detailed distinction in client´s contracts. More on client contracts here.
Contract type	For limited / indefinite period of time
Minimal contract duration	Enter number of months, the following item is filled in automatically.
Contract duration to	Date until which the client is obliged to use the service. In case of unlimited contract, you can use Min. duration of the contract.
Auto Renewal of the contract	Automatic renewal of Duration of the contract to. Auto-renewal is logged into client´s history.
Different address of installation	Current address of a given service is pre-filled, you may change it upon clicking on ▢.
Flat rate	Amount added to the monthly fee. You can also enter note.
Installation charge	If you use this type of fee use this field for its storing. It is merely information which is not transferred to Invoicing. More on invoicing installation charges
Refundable deposit	You can store record on refundable deposit here. The deposit is returned to client after contract termination. It is merely information which is not transferred to Invoicing.

Assigned Mobile phone numbers

Phone number must be assigned to mobile service (ICCID is optional).

Telephone number	Assigned phone number from virtual operator. Add numbers to the system in Settings Active services Mobile Numbers.
ICCID	A unique production number of a SIM card. Never at the same time can have two SIM cards the same number. Each SIM is internationally identified. Add numbers to the system in Settings Active services Mobile SIM cards.
Assign Mobile phone number	Assigns selected mobile phone number to service.
Remove Mobile phone number	Removes selected mobile phone number from service.

: 28 November 2016

Add New Contact

New client must be added as a new contact first. By doing this, you only add a real person to the system. In order for the contact to become a client, you have to assign it a requested service in Client card.

+ Add new contact

Adds a new contact from Clients Contacts.

Personal information / Mailing address

* - field is mandatory
Client number *	Client´s number is stored in the database. It is a unique identifier which is further used in the system, hence its uniqueness. Client number is further used as variable symbol for invoices, and also as default login to client portal. Read more ...
Client Name *	Client´s first name and surname or company name. We strongly recommend to use Surname First name due to better sorting in case of bigger numbers of clients. Read more ...
Private person / Corporate Client	If you check Corporate Client one more field for adding more information appears as well as following field Contact person.
Contact person	Contact person for companies.
Street , Postcode , City *, Country, GPS	How to add address Read more ...
Floor, Flat	Floor and flat numbers where a client lives.
CATV Access line	This item is linked with CMTS module; it stores information on clients connected via cables. You can interactively select socket number to which the client is connected. To do so, select city, street, building No., switchboard and you will get a list of socket numbers which are defined for the building in question. This way, you assign socket to client.
ID number (e.g. Passport No.), Birthdate	Additional personal information for better identification of a client. ID number is being checked against the database for its presence. If the ID is found, a warning message is displayed, yet the record may be saved.
E-mail	Main client´s email.
Invoicing email	Email used for invoices - invoices are sent to clients using their Invoicing email. If no Invoicing email is entered, common e-mail is used.
Technical email	Email used for technical info.
Business email	Email used for business info.
Telephone	Phone number used for communication with the client.
Mobile phone	Mobile phone number used for communication with the client. If you use an SMS gateway, SMS will be sent to this number.
Fax	Fax number. It is mostly used for business clients.
www	Client´s/company web pages.
Mark client	Client marked here is highlighted in green in contact list to be contrasted. You can add a note to Client card as to why you have marked the client.
Don't send bulk e-mail	Client is excluded from contacts which receive bulk emails or SMS´s (Other Bulk). This is not applied for sending invoices.
Show info messages	If you check it, client will see information message from Settings Info Page Inf.messages.
Client Name	Login name to Client portal. When you add a new client, settings from Settings System settings Client portal, ID ci_enable_login_name_creation is applied, i.e. name is either automatically filled in based on client number, or you may enter it manually.
Password	Password to the Client portal. While adding the client to the system, password is automatically generated. Or you can use Generate random password to the Client portal
Group	Each client can belong to a group. Examples: Company Employees, VIP etc. Set groups in Settings Code lists Clients Client groups
Status	Client´s status. You may sort clients by this status. Examples: Connected, Disconnected, Restricted, Normal, Gamer, Downloader, Spammer, Dodger. Set status in Settings Code lists Clients Client status
Location	Router location
Internal note 1 (2)	Notes which can be used as client system variables ($CLI_INTERNAL_NOTE_1$, $CLI_INTERNAL_NOTE_2$).

Invoice group / Client

Send invoice by Postal	Selected Not selected Read more ...
Send invoice by e-mail	It is checked by default, you have to fill in client´s email. Read more ...
Do not send reminders automatically	Leave it unchecked since sending payment reminders to regular clients is a common practice. As far as a VIP client, company client, or a bigger/regularly paying client are concerned, you may wish to check it to exclude such client from reminders. Read more ...
Issue a pro-forma invoice	Selected Not selected Client will receive proforma invoices. If client belongs to invoice group with proforma invoices, proforma invoices will be issued automatically. Read more ...
Company ID	Used only for self-employed and companies. Read more ... Company ID is being checked against the database for its presence. If the ID is found, a warning message is displayed, yet the record may be saved.
VAT ID	Value-added tax ID. Used only for self-employed and companies. Read more ...
Bank Account, IBAN, BIC	Client´s bank account number. IBAN is international bank account number enabling foreign payments. BIC is 8- or 11-digit number identifying client´s bank.
Client has different address	Check it in case that client´s installation address differs from invoicing address. E.g. branch offices, shops.
Opening Balance	If you migrate from an old system, or transferring a bigger amount of clients (e.g. following an acquisition) to ISPadmin with client’s overpayment/debt, record it here. Read more ...
Returned Contract	Selected Not selected If checked, insert a date. A client without returned contract is displayed with colour-highlighted client number in contact list.
Invoice group	Invoicing Settings Invoice group Each client belongs to a certain invoice group which represents provider´s company. If you are one company, one invoice group is sufficient. Some ISP´s compose of more companies, hence more invoice groups for each company. Each invoice group has its own logo and stamp for invoices. Also, all data such as numerical series, invoicing, statistics or clients are kept separately. Each invoice group must have its own numerical series. While adding a new client, the system remembers the last chosen invoice group and pre-fills it automatically next time.
Payment method	Client´s payment option Set payment options up in Invoicing Settings Code lists Payment types. If you select Number for bulk payments, fill it in the next field.
Invoicing date	Day of invoicing the client/services. You may invoice the client on a certain date for certain time period (e.g. from November 15, 2014 to December 14, 2014). Due to accounting reason we recommend to set the date to the first day of month (1).
Invoice Due Date	Maturity of an invoice. Set it up in Invoicing Settings General. You may insert individual number of due days.
Suspend services	If an invoice is not paid within a selected number of days, client will be suspended automatically. General settings are in Invoicing Settings General, ID pozastavit_neplatice, pozastavit_neplatice_min_castka and pozastavit_po_splatnosti. These settings are not applied, if you select Don´t suspend client. Read more ...
Assigned VS	If a client keeps paying with wrong variable symbol causing his payments fail to be matched to the invoices, you can enter up to 3 variable symbols which are used by the client, and thus his payments get matched. Better solution, however, is to have the client pay with correct variable symbol.
Don't show Overdue payment	Selected Not selected Check it if you wish to prevent information page on overdue payments from displaying (Settings Info Page Overdue).
Do Not Send Notifications	Selected Not selected See Invoicing Settings TemplatesNotifications for more details.

Contact persons

Persons who may be contacted in client’s stead. There is no need to fill in this information if a regular client is concerned (names are identical). The only mandatory field is Name. You can later work with contact persons in Client card / Information.

Notes

Use it for information not mentioned above, such as personal information, comments etc. Information inserted here is only visible in administration interface of ISPadmin in Client card / Information so it won’t be seen by any client. This is an initial note while adding a client. You can later work with notes in Client card / Information.

Show deleted services	Displays also already deleted services in active service list.
+ Add new service	You will be able to add just a service which is defined in Settings Active Services General.

Service type	Select CMTS
Router	A device which is connected to the client. Set up routers in Hardware Routers All If locality is selected, only routers defined for the locality are available for select. Select a router to see router IP and Number of clients assigned to router. You can also find router using Search by SSID. If no router is selected client will not be limited to one router only.
Headend	CMTS service headend; it is defined for router in Hardware Routers All, Add headend
Amplifier	Route amplifier, a passive element of cable service.
Downstream Frequency	If Automatically is selected, headend assigns optimal frequency.
Upstream Channel ID	If Automatically is selected, headend assigns optimal channel ID.
Template of modem	Modem template, defined in Settings Syst.settings CATV Modem templ..
Tariff	A tariff as defined in Settings Tariffs Internet. Related items, such as Download/Upload Speed, Price, Tariffs description on invoice are filled automatically. Select Not set if undefined tariff is used, and fill in related items, including price.
Download/Upload	If tariff is Unlisted, Download/Upload speed in kb/s must be entered.

Enter Payment	Click on each row for which client makes payment. If a row stands for invoice it can be paid partially by inserting different amoutn.
Insert into Cash book?	Selected Not selected Adding to Invoicing Cash Book
Note	Note on cash payment
Additional items	Cash payments may be followed by sale of some goods, e.g. client is in your shop and purchases UTP cable.
Cash Receipt Number	Cash receipts are numbered automatically, you will be able to modify cash receipt number only if ID hotovostni_doklad_rozdeleni = 1 (Invoicing Settings General).
Add to credit	If payment exceeds current debt exceeding amount is added to client credit, i.e. overpayments .
Issue date	Issue date of cash receipt. Current date is set by default, you can change it.

Supplier	Client invoice group is pre-filled automatically. You can change it here. Read more ...
Payment method	Client´s payment option Set payment options up in Invoicing Settings Code lists Payment types.
Reverse charge	When you check this box, only reverse-charge services will be displayed in Invoice services section. Read more ...
Create a pro forma invoice	Invoice is issued as a pro-forma one. Read more ...
Mark Invoice as Sent	Selected Not selected When invoice is marked as sent, it is excluded from other invoices that are intended for bulk sending.
Send invoice by Post	You may charge sending via regular mail using a fee from Invoicing Settings Code lists Payment Types. If you set the fee > 0, each invoice will contain an item Send an invoice by post. If the fee = 0, the item is not added. The fee may be set individually for a client in Client card (Invoicing data - Individual price). If regular post option is set, each issued invoice is included into a printing queue.
Invoice number (var.symbol)	Invoice ID from a specific numerical series. This is a very important field for future issuing of invoices. You may opt for either a variable or specific symbol to be used for numbering. You may swap variable and specific symbols. Set it up in Invoicing Settings General, ID vs_ss_exchange. Read more ...
Issue date	Current date is pre-filled. You may select a different one.
Taxable date	Date for VAT payer, who makes taxable payments, on which he is oblige to declare VAT at output, and conversely, when the payer, who accepts taxable payments, is entitled to VAT deduction.
Due date	Maturity of an invoice. Set it up in Invoicing Settings General. Or change it to your needs.

Items template	You may add other items to invoice by selecting a template. (Define it in Invoicing Settings Templates Invoice Templates).
Title	Item description
Unit type	Type of unit, e.g. hour, pcs.
VAT rate %	Item VAT rate; rate from Invoicing Settings General, ID dph is set by default.
Quantity	Number of item units
Price/Unit incl. VAT	Price per item including VAT The system will calculate the next 3 fields automatically.
Accounting codes	Application of items for needs of double-entry bookkeeping. Set it up in Invoicing Settings Accounting.
Reverse charge	If reverse charge is checked in Invoice header, you have to select the right code here.