An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.
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The menu
Overview / Invoice control
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It is possible to save all filter criteria. For example, you can combine the status = open invoices/canceled invoices with the member type. More on this under General Information#Operators and General Information#Filter Function |
Edit Invoice 
: Here you can remove the payment date, change/write a note and adjust the due date.
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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 |
|---|---|---|---|
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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You can save them and use them again and again:
Legend
Open filter criteria
Discard active filter
mark as rejected:
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