Adding/Editing invoice group

: 10 January 2017

Adding/Editing invoice group

Invoice group set-up

Name	The internal name of a given invoice group
Hide invoicing group	Hide/Do not hide an invoice group
Currency	The currency used. Enter the currency code (according to the ISO 4217 standard - e.g. CZK, EUR, USD).
Accounting period	Current accounting period
VAT	VAT payer/non-payer
Accounting	Tax evidence / accounting
Civic association	The company is / is not a civic association. If you check this box, the following modifications will be made to the texts on an invoice: INVOICE - TAX DOCUMENT --> INVOICE Client ID --> Member ID Supplier --> Name of organization Subscriber --> Member
Hide a superCASH code on an invoice	Hide/Do not hide a superCASH code on an invoice.

Logo / Stamp

Overpayments

More about overpayment inclusion here

More about overpayment refunds here.

PayPal

By checking this box, you activate PayPal payments for a given invoice group. You also need to enter a PayPal ID. More about how to set up PayPal here

Invoicing information - export

You can use system variables. More about invoice export here.

Export invoices to POHODA excl. Clients list	Fill in the following: Description
Export invoices to POHODA incl. Clients list	Fill in the following: Description
MONEY S3	Fill in the following: Export - Accounting codes, Export to accounting, Export - account center, Description, Export of numerical series prefix, Export VAT code, Export of cashdesk abbreviation, Export - Accounting codes, Export - account center, Export VAT dividing, Export of numerical series prefix
Export MRP/KS	Fill in the following: Export - Accounting codes a Export VAT code
Export invoices to MK-soft	Fill in the following: Export - Accounting codes
EKONOM	Fill in the following: Export of numerical series prefix
KASTNER - stereo	Fill in the following: Export of numerical series prefix
Abra G3

Invoicing information

City
Company	The company represented by a given invoice group The company name entered here has to be the same as the one in the trade licence.
Company	Company name
Street	Place of business - address
Postcode
Country
Phone	Phone number
Fax	Fax number
E-mail	This email address will be displayed as the sender of invoice emails. Example: This email address is being protected from spambots. You need JavaScript enabled to view it.
E-mail Description for sending	The description that will be displayed instead of the sender’s email address in an invoice email Example: XY Company - Invoicing Department If the E-mail and E-mail Description for sending fields are not filled, the system uses the settings from InvoicingSettingsGeneral (the billing_mail and billing_mail_name keys).
WWW pages	The website of your company
Invoice from date	Who made invoice The name is included on an invoice
ID	Company ID
VAT ID	Company tax ID
Account number	Company bank account number If you want the system to handle more than one bank account, add another invoice group.
Bank	Bank name
IBAN	International Bank Account Number You can generate an IBAN from the bank account number you entered in the Account number field by clicking on Calculate.
BIC	Bank Identifier Code (SWIFT address) helps to uniquely identify the recipient’s bank.
Number for bulk payments	The number for bulk payments assigned to you by the postal service
Creditor ID (SEPA)	Creditor ID (SEPA)
Postscript at Invoice	This appendix contains the text (including system variables) that is added to the footer of every generated invoice. Frequently used appendices: Access details to the Client portal: You may also view all your invoices in electronic form in the Client portal. Your registration data: Username: $USERNAME$ Password: $PASSWORD$ Information about company registration: Pursuant to the Act No. 235/2004 Coll., on VAT, §26, this electronic tax document is absolutely legally permissible. The company is registered in the Commercial Register maintained by the Municipal Court in Prague, Section A, Insert 1234. Details for setting up a standing order: The recipient’s bank account number 1234567890/9876 Due: on the 1st day of the month (or the quarter in the case of quarterly payments) Variable symbol: $KLIENT_NUMBER$ Amount payable: see TOTAL AMOUNT If you click on List of system variables, a list of all variables in the following categories will appear: Client, Internet, VoIP, Reminders etc. You can use all these variables when creating contract templates.

Proforma invoice

More about proforma invoices here.

Issue a proforma invoice	Issue / Do not issue a proforma invoice When this function is activated, proforma invoices will be issued to all the clients in a given invoice group.
Name for proforma payments (Notice of payment)	Here you can set the title for proforma invoices. On classic invoices, the title “Invoice” is used, while on proforma invoices, the titles “Notice of payment” or “Proforma invoice” are most frequently used.
Addition on proforma invoice	The appendix that is added to a proforma invoice It is possible to use a different appendix for a proforma invoice and a different invoice for a final invoice. A template of a proforma invoice appendix : The tax document will be sent to your email address $EMAIL$ in PDF format once we have received your payment. The invoice in question is considered to be settled only if the full price has been paid. If you click on List of system variables, a list will appear of all the variables that you can use.

Issue a proforma invoice

Issue / Do not issue a proforma invoice When this function is activated, proforma invoices will be issued to all the clients in a given invoice group.

Name for proforma payments (Notice of payment)

Here you can set the title for proforma invoices. On classic invoices, the title “Invoice” is used, while on proforma invoices, the titles “Notice of payment” or “Proforma invoice” are most frequently used.

Addition on proforma invoice

The appendix that is added to a proforma invoice It is possible to use a different appendix for a proforma invoice and a different invoice for a final invoice.

A template of a proforma invoice appendix : The tax document will be sent to your email address $EMAIL$ in PDF format once we have received your payment. The invoice in question is considered to be settled only if the full price has been paid.

If you click on List of system variables, a list will appear of all the variables that you can use.

Payment calendar

More about payment calendar here.

Stamp - left margin	The distance of the stamp from the left edge of the page in mm
Stamp - top margin	The distance of the stamp from the top edge of the page in mm
Text on payment schedule	The text that appears on a payment schedule If you click on List of system variables, a list will appear of all the variables that you can use.