An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.
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The invoice in the table view now looks as follows (in this example, only a partial amount was entered for demonstration purposes - so the invoice is still open, so there is no payment date for the entire invoice).
If you need information about the partial payment, you can find it under the :
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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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