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

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Edit annual accounts / templates

AccessPath: Invoices → Collective invoices Periodic billing → Billing Templates

If you want to change the content of an invoice template of a member type, you can change it here.
If you would like to change the article price, please do so directly in the article management.
See also: Article Management - Merchandise Management#Article Overview/Article Editing

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Annual accounts / Processes

Path. Invoices Collective invoice Processes Invoices → Collective invoice → Processes→ Periodic billing → Periodic billing process

The settlements (also called prescriptions) are divided into 3 main tasks:
Billing category, billing templates, and finally the billing process itself.

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Billing categories

The billing category is a selection that you can assign to an article on the invoice template. This makes it possible to split the automated process in advance. This means that a specific group of customers can be billed or excluded.
If this field is not defined (during an invoicing), all articles with and without invoicing category will be invoiced.

However, as soon as you enter a (already existing) billing category, all items with exactly this billing category are used and all other items are ignored. (= in this example, all articles are used, since no settlement category was specified)

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Settlement template (invoice template)

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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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