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For payment target days equal 0 label ('zahlungsweisen_rechnung_invoice_immediately') or for offer, order: label ('zahlungsweisen_rechnung_order_immediately')
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For payment target days greater than 0 labeling ('zahlungsweisen_rechnung_invoice_next') or for offer, order: labeling('zahlungsweisen_rechnung_order_next')
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If these caption templates do not exist, these default texts are currently drawn: Payment target days equal to 0 "Invoice payable immediately." or for payment target days > 0 Invoice payable within {PAYMENT TARGET DAYS} days by {PAYMENT DEADLINE}.
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Using the own_discount_text option it is possible to use a completely own label instead of the system generated one. For invoices the own_discount_text_invoice caption is used for quotations, orders, etc. own_discount_text_order
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However, if in the payment method own_discount_text is enabled and payment target days account <= 0, $payment target account date and $payment date will be set to the date from the document + the number of days from payment target days.
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However, if in the payment method own_discount_text is not enabled, a text will be automatically generated: "caption("document_account") payment_discount% caption ('document_inside') payment_discount_account caption ('document_days')
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Activation of payment methods
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You can define specific standard texts for each payment method
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For invoice, order, and offer adjustable: payment term days, payment term days for discount
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Default values if nothing has been filled in the document: Data from the contact master data (payment target info and language for texts)
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Automatic text for discount or payment method
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Automatic calculation of date for payment term discount Date: Document date + number of days of payment term Days.
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Text for discount:
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The module provides the variables PAYMENT TARGET DAYS, PAYMENT BISDATE, PAYMENT TARGET ACCOUNT, PAYMENT TARGET DAY ACCOUNT, PAYMENT TARGET ACCOUNT TOTAL and PAYMENT TARGET ACCOUNT DATE. PAYMENT TARGET ACCOUNT and PAYMENT TARGET ACCOUNT TOTAL are decimal numbers with two decimal places and comma as separator or point for thousands.
In addition to the "Invoice" payment type, the you can also calculate the automatic payment term or discount.
You can define which texts should be printed on your receipts. The texts will be displayed on quotes, orders, invoices, and credit notes, depending on how the fields have been defined.
The cash discount amounts can be shown with the following variables for the payment method "Invoice":
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{PAYMENTTARGETACCOUNT} => Percent, how much discount is granted (Dynamically calculated on total amount => discount blocked articles are offset)
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{PAYMENTTARGETACCOUNTTOTAL} => Percent how much discount will be granted (Fixed value in the document, without discount blocked items being taken into account).
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{PAYMENTTARGETDAYACCOUNT} => Number of days, how long discount will be given
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{PAYMENTTARGETACCOUNTDATE} => Date until when discount will be granted
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{TOTALDEDUCTACCOUNT} => Total amount minus discount (discount blocked items will be taken into account)
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{SKONTOBETRAG} => Amount, which the customer must pay less by discount
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{SKONTOFAEHIG} => Total amount (gross) of the items that are eligible for discount (without discount blocked items)
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{SKONTOFAEHIGNETTO} => Total amount (net) of the items eligible for discount (without discount blocked items)
Furthermore, the variables from the contact master data are available, whereby these must be identified by the prefix "ADDRESS_":
In the text field for discount settings, a text for offer / order and a text for invoice can be set centrally. These texts are only used if the discount is > 0.
You can also add a QR payment code which is printed on the invoice. Your customer can then scan this QR code and pay directly.
To use a QR code select the Activate QR check box. Then enter the IBAN and BIC of your bank account in the QR IBAN and QR BIC fields.
The code will look like this on the invoice:
You can adjust the positioning of the QR code via the fields Placement from left and Placement from top. These fields describe the distance from their respective border (left or top) in millimeters (mm). If you don't enter any values the default values will be used: 160 mm from the left and 30 mm from the top. This default configuration can be seen in the screenshot above.
In addition to the default payment methods, other payment methods can be added. This is done under Administration → Settings → Payment methods → New
It is also possible to translate the free text field of the payment method, i.e. the "Text on receipt". The translation will then be used for receipts with a different receipt language. To do this, click on the grey globe to the right of the text field and add a new entry.
For a new payment method the behavior can also be set.
You can choose between:
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Invoice
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Prepayment
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Direct debit
Invoice:
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The order status indicator turns green for payment release
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Fields for cash discount and payment terms available
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Cash discount is taken into account in the incoming payment
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The invoice is included in the dunning process after the payment target has expired
Prepayment:
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The order status indicator remains red for payment release
Direct debit:
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The order status indicator turns green for payment approval
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All invoices with this payment method come into the SEPA direct debit history