Here, Xentral offers the possibility to create invoices that do not strictly go to one order/partial order, but include individual items from different orders. The view "Collective invoices" contains a list of customers for which there are currently order items to be invoiced.
-
Delivery bills that have been released and not cancelled form the basis for the collective invoice item overview
-
Delivery bills can be linked to an order, but do not have to be
-
Delivery bills must not have the "no invoice" checkmark set
-
Delivery note items may not be marked as free of charge
-
Only the delivery note items for which you have a valid right for the corresponding project are visible
-
The price can be adjusted in collective invoice item overview
-
Column article no., description and quantity come from the delivery note items
-
Delivery date column is the date of the delivery bill
-
Price column is taken from order, if not available, the next valid sales price is taken
-
Discount column comes from order item if available
-
"Set marked items to not charge" sets the delivery note items to free of charge
-
"Delivery date from delivery bill" / "Delivery date from delivery note items". inserts the corresponding one into the invoice item of the created collective invoice
-
"Incl. your order number" inserts the field "Your order number" of the order if available into the invoice item of the created collective invoice
-
"Incl. order number" inserts the document number of the order if available into the invoice item of the created collective invoice
-
Document number of the delivery bill is inserted into the invoice item of the created collective invoice
-
The following fields are taken from the order item, if available: Discount, currency, name, description, purchase price, tax rate, tax text, revenues, customs tariff number, country of origin
Note
A collective invoice refers only to (partial) orders of a specific customer. Furthermore, it should be noted that the corresponding delivery customer's orders must already have been generated. If there is already an invoice for an order, the business case can of course no longer be included in the collective invoice. The purpose of this app is to create several open delivery bills at a certain point in time (e.g. at the end of each month) to bundle them in one invoice and make one big delivery, because, for example, it is a major customer with many and large orders.
The mini detail view shows which items are to be billed to the respective customer, irrespective of their association to orders. To create a collective invoice for the open positions of a customer, click on the pencil icon in the corresponding line.
The "Edit collective invoice" view opens. Here you can define in the position list whether and in what quantity an item should appear on the collective invoice. To generate the invoice, in the lower part of the display it is necessary to select whether the delivery date should be taken from the delivery note items or from the order items. Then click on "Create invoice".
So that the customers know from which orders/delivery bills the collective invoice was generated, Xentral has built in various options that can be additionally printed on the collective invoice. On the one hand, it is the order number of the customer, which can be stored in the order entry. On the other hand, it is possible to print the Xentral order number on the invoice document in the positions. Of course, it is also possible to print both information on the invoice document.
-
With the checkmark "mark all" all delivery bills can be marked at once in order to take them over.
-
With the check mark "incl. all open postage items from order", incurred postage costs in the invoice.
After creating the collective invoice, the detailed view of the invoice appears directly. In the "Items" tab, you can see exactly which items were selected for invoicing in the previous step. The collective invoice does not differ In terms of handling and meaning from other invoices.
Note
It is not possible to include mixed tax types in an invoice using the Collective Invoice module.