An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.
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If you want to change the template, you can do this with the "Overwrite" function.
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With the "Overwrite" function, you can change the template that you used when creating the invoice. The content of the invoice remains unchanged. |
The POS - Cashier - Cashier document 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.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:
Access via the template administration under Clubs Tenant management → Templates → Overview
Cancel invoice
You can use to cancel the invoice 
. This is then highlighted in color (red) (the cancellation date is also automatically recorded).
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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 |
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| 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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| Customer | Last settlement date | Billing category | Effect |
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Test customer 1 | 31.03.2014 | Main settlement | No invoice is created here due to the billing category specified. |
| Test customer 2 | 31.12.2014 | Test category for Wiki | An invoice is created, the last billing date is adjusted to 31.12.2015. |
| Test customer 3 | 31.05.2015 | Test category for Wiki | An invoice was already created on 31.05.2014, so no invoice will be created this time. |
| Test customer 4 | 01.03.2015 | None | No invoice is created here due to the billing category specified. |
| Test customer 5 | 31.12.2013 | Test category for Wiki | Since this falls 2 x with the key date (2014 & 2015), the invoice is created with double content |
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According to your specification, the transaction(s) are now created here. In the example above, we have the following initial situation on the invoice template:
By specifying (see figure below) "Period: Monthly" for the article National association fee, the transaction is divided into 12 payments (yearly : month = 12 instalments). By specifying "Period Once", the selection option for Add SEPA Mandate is limited to "Once" (period for SEPA Mandate must be < less than or equal to > the period of the position on the template). |
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