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An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.

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Print invoice : Here the invoice is displayed for preview - using the template - with which it is saved.

If you want to change the template, you can do this with the "Overwrite" function.

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The POS - Cash desk - Seller - Templates Assignment shows you how to define/adjust a template so that it is proposed/displayed as desired.

No changes are made to the invoice or the content itself. Here you can make changes or adjustments to the template.
e. As shown in the screenshot below, you have now the option to:

• Select the desired template
• Add text modules
• Preview the invoice
• Generate/print invoice

Print invoice
No changes are made to the invoice or the content itself. Here you can make changes or adjustments to the template.
e.g.: You generate an invoice for a friend of the club management and want to add a more personal text at the beginning of the invoice. A text module is required here.
This text module is a placeholder for the area where an additional text can be integrated. Text modules can be created under 'Template' and can be found under the placeholders:
(Path: Club management / Templates / Templates)

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Voiding an invoice

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If you want to change the content of an invoice template of a member type, you can change it here.

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If you would like to change the article price, please do so directly in the article management.
See also: Article Management - Merchandise Management#Article Overview/Article EditingImage Removed ProductManagement-MerchandiseManagement-Productoverview/Editproduct

Annual accounts / Processes

Path. : Invoices → / Periodic billing → / Periodic billing process

The settlements (also called prescriptions) are divided into 3 main tasks:
Billing category, billing templates, and finally the billing process itselfcalled prescriptions) are divided into 3 main tasks:
Billing category, billing templates, and finally the billing process itself.

Fiscal year

Path. POS / Settings / Seller → choose the desired Seller → check the Seller State Tab

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Here you have the option to adjust /change the Fiscal year manually as well as the reminder number and delivery note number.

Billing categories

The billing category is a selection that you can assign to an article on the invoice template. This makes it possible to split the automated process in advance. This means that a specific group of customers can be billed or excluded.
If this field is not defined (during an invoicing), all articles with and without invoicing category will be invoiced.

However, as soon as you enter a (already existing) billing category, all items with exactly this billing category are used and all other items are ignored. (= in this example, all articles are used, since no settlement category was specified)

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(Path: Invoices / Periodic billing / billing categories)

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Settlement template (invoice template)

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Name of the placeholders	Description	Area in which it is stored	-	Name of the placeholders	Description	Area in which it is stored	-	Name of the placeholders	Description	Area in which it is stored
Address		Customer administration		Surname		Customer administration		National association ID		Customer administration
Salutation		Customer administration		Name and handicap		Customer administration		Date of payment		Invoices
Club number		Customer administration		Name, handicap and home club		Customer administration		Items - Net Amount with Currency		Invoices
Distance as the crow flies	Refers to the linear distance between the address and the golf club.	Customer administration		Mailing address		Customer administration		Due date		Invoices
Birthday		Customer administration		Billing address	The address of the customer indicated by .	Customer administration		Items - Gross Amount with Currency		Invoices
Gender		Customer administration		Title		Customer administration		Payment method		Invoices
Home club membership		Customer administration		Association identification		Customer administration		Representative with address		Invoices
Customer no.		Customer administration		Managed Golf Club Membership		Customer administration		Customer VAT number		Invoices
Mobile number		Customer administration		Name		Customer administration		Gross Amount		Invoices

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