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

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Creating a yearly billing process

Path: Invoices / Periodic billing / Periodic billing process to check the already created yearly billing processes.

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with the  you can create a new yearly billing process

→ Select a name for the billing process (e.g. yearly billing 2021) and a seller.
→ Paid till date is always the day on which everything must be settled for the advance year, so in our case the last day of the settlement year, 31. 12. 2021.
→ Select the business unit and the billing category (optional). However, check that the business unit is stored in your invoice templates (path: Invoices / Prescriptions / Templates). This must match! If it is stored there, it must also be selected here.
→ You must assign an invoice tag. You can select it from existing tags or create a new invoice tag.
→ Enter the invoice date and the due date.
→ Now save your entries.

After creating the process, you can see how far the billing process has progressed in the "Status" column. A billing process can have the following status: CREATED ON, RUNNING, PREVIEW CREATED, CANCELLED, FAILED, FINISHED.

Now continue working from left to right:

1- Process status: show you the status of the process

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2 Process step details - Here you can display a preview of the customers to whom an invoice is to be created. To do this, click on "generate billing process details".

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Templates - Overview (Attention, you need the authorisation for this)

As soon as you are under Clubs → Templates → Overview, you will see all available templates for the entire GolfSuite.

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You can leave the due date as it is and create an invoice immediately. However, to be able to create all invoices using the billing process, it is recommended that you set the next billing date to the first day of the year to be paid.

Paid till date: Specifies when the elements specified for the invoice are due. This is the most important date, as it decides which articles must be invoiced effectively by both the general and the individual template.
Invoice date: Invoice date of the generated invoice.
invoice due: Due date of the generated invoice.
Billing category: If a billing category is specified, the general billing templates and the articles of the individual billing template are restricted to the specified billing category.

In the tab Image Modifiedyou can now see the created invoice:

Overwrite invoices

It happens again and again, for example, that invoices are created in the annual specifications whose content is incorrect due to incorrect entries.
We have documented this frequently asked question for you step by step:

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• If you have an individual item, you have to specify the due date with the 1st day of the year for which you want to settle the invoice (e.g.: enter the prescribed value for 2050 = 01.01.2050).
• If you have an invoice template, you have to adjust it with  and than to the last year (this specification is the 'last' settlement date, for example, enter a presetting for 2090 = 31.12.2089).

Individual discounts

You can define the individual discount independently of the individual item or item on the member template.
This function is underlayed by Image Removed. You can find this symbol in every item stored for the customer under Invoice Template.

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• presetting for 2090 = 31.12.2089).

Individual discounts

You can define the individual discount independently of the individual item or item on the member template.
This function is underlayed by Image Added. You can find this symbol in every item stored for the customer under Invoice Template.

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Enter the desired discount here. For this you have 3 possibilities:

Item price: No matter what list price you have entered for this article, the information you enter here is the price used for billing.
Discount in %: Here you indicate how much % discount is granted on this article. You must make the specification by 100 (e.g.: 50% = 0.5).
Discount here: Here you enter the absolute amount that is deducted from the list price.

In addition, you can specify the validity period of the entries (Active from, Active to).

SEPA reconciliation

Meanwhile, all banks provide their customers with the standardized SEPA payment medium format in XML format (specifically the CAMT 054 return data medium file).

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