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

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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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The data given above have the following effects on the test customers listed below (please note that the customers have different settings):

Individual discounts

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

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By opening the article  you can see all detailed information:

Export of invoice items with individual design

Path. Invoices Overview Invoice elements Invoices → Overview → Invoice elements

Summary of the function:

As a supplement to the daily solution, it is possible to export individual items (articles) that have been invoiced.

First we put together the fields you want to export in the export configuration. Explanations to the export configuration can be found under Clubs - my Golfclub#ExportConfiguration.

After defining which fields you want to export, you have to filter the desired articles in the invoice overview (e.g. filter by article category X,Y +Z etc.).

Before you start exporting, you can also sort the order (alphabetically) from A-Z or vice versa.

With the filter option you can easily arrange the articles you want to export.

Example for the function:

E.g. you want to export all sold articles with the unit price between 100€ and 500€ (This is only an example. You can add further criteria):

Step 1 - Enter filter settings Image Added via : (Enter all criteria here):

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Step 2 - Save filter (if you want to use these criteria again and again)

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Step 3 - Select the desired filter (if you have just set the filter settings, they will be applied automatically):

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Step 4 - After you have defined all criteria for the export and its presentation, you can start exporting the desired articles:

Here you can select the format in which the file will be downloaded (PDF, XLS, etc...).

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Now you can open the file and (if necessary) make changes/adjustments in Exel.

Different to the tools you have in your program you can (as shown below) calculate amounts:

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SEPA transactions

Path. invoices SEPA transactions Invoices → SEPA transactions

Summary:

First you define a payment method (if not already available - see POS - Kassa#Kassa-Zahlungsarten) of TYPUS (Fiscal Payment Kind) SEPA, which you assign to your seller:

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Then deposit your bank details with your seller:

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Then create the bank details for your customer (in the appendix just below the SEPA Mandate)

Path. Customer overview Selected customer Bank accounts Customer overview → Selected customer → Bank accounts

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Then switch to the "Invoice template" tab and define which articles are to be debited via SEPA.
First select an article:

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Here you enter the mandate ID (SEPA mandate):

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After you have created the invoice (for questions, see Backoffice Invoicing), the SEPA transactions are created (path: Invoices → SEPA Transactions):

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Now filter/export according to the positions you want to send to the bank so that the debit process can be initiated effectively.

You have several possibilities to filter the positions. The simplest or most convenient way will be to search for "this month due".

This is a "criterion" that you can use via the filter function:

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You can save them and use them again and again:

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Legend

Image Added Open filter criteria

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Image Added mark as rejected:

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Image AddedExport of the individual transaction

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Image Addeddefine Manual Incoming Payments:

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SEPA Transactions - Export

After you have filtered together the correct transactions, you can use the button Image Added to export all displayed (filtered) transactions.

Here you will be asked to enter the value date.

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