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EditSend per EmailGenerate InvoiceSettleVoidCreate POS Ticket

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Set the Due date, Pmt. date or add a Remark.Send the invoice per Email after generating it using the Generate Invoice button.Generate an invoice and pair it with a template. You may preview the invoice. Blue = is generated.Settle an invoice using the back-officeVoid an invoice or mark it as not collectible. Be sure to Refund any amount payed beforehandin advance.Create a POS-Ticket for this invoice, paying or refunding an amount you specify at the POS.

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Info
titleBack-Office Invoices

A Back-Office settled invoice can be voided at any time, but will be hard to track if done so. Please doubly double check when adding payments or creating invoices, as to avoid confusion and keep the Financial Reports clean.

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Info
titleSEPA

To export the SEPA-Transactions in your Golfsuite (Debit mandates), then download the .xml-file for Online-Banking, you have to add the Bank Information correct and complete.

Else you will be notified of an error when trying to Export transactions for customers with lacking Bank information. Adjusting Bankdetails Bank details can be done anytime under Bankdetails558202920 of the specific customer.

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Be sure to check the following things beforehandin advance:


  • Description (and the article itself it is referring to via the-button)
  • Quantity
  • Period
  • Price
  • Paid till
  • Next billing
  • Billing Category (if needed)

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In this example, we wanted to create an invoice with a specified price rule of 84€, for July. The Period is set to Monthly. The next Next billing should be in August.

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Warning
titleCalculate discount price

This is used when you want to change the item price and also apply a discount it.

e.g. Price of the article is 1.500 €.


You have changed this via the function price rule → item price to 750 €.
If you want to apply another discount (discount pct percentage in %), you can decide here whether the price should be the original price (in this example 1.500 €), or the already adjusted price from you base (in this example 750 €).
We apply in our example 50% discount (notation 0.5). The effect now looks like this:

If "Calculate discount item price" is not set - calculation: 1.500 € / - (50% of 1.500€) = 750 € discount = item price: 750 €.
If "Calculate discount price" is set - calculation: 750 € / -10% = 75 € discount = item price: 675 €.


The discount on the article is visualized by the price in bold font.

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By opening the article  you can see all the detailed information:



Invoice Line items

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