KV - Invoice definitions

• Price group
  You can use the drop-down to select the price group to which this customer should belong.
  This determines the item prices to be charged.

• FA Invoice Client
  You can use the drop-down to select the invoice client to which this customer should belong.
  This defines among other things the header and footer of the invoice and the bank data of the clearing client.

• Terms of payment with VAT
  With this drop-down you can select the payment term to be printed on invoices subject to VAT.

• Terms of payment VAT 0%
  With this drop-down you can select the payment term to be printed on VAT-exempt invoices.
  If VAT Separated is not activated, this payment condition is is deactivated. Only the payment term with VAT is then valid for the invoice.
  

• Tax number
  This field is used to store the customer's VAT number.

• Customer number
  The customer number can be stored here.
  

• VAT exempt
  Select this checkbox if the customer is VAT exempt.

• VAT separated
  Select this checkbox if the customer wants separate invoices for VAT liable and VAT free.
  If this is not activated, the payment condition VAT 0% is is blocked and will be set to none.
  Then only the payment condition with VAT is valid for the invoice.

• Invoice type
  This setting does NOT affect existing invoices; only future ones. The choices are:
  - Invoice printing with dispatch as letter
  - No invoice printing. Only export to higher-level system (formerly pro forma invoice) The invoices of this customer are never closed.
  - Create and send eInvoice automatically (Only available if the license for eInvoices is present.)
  On the invoice this can be changed afterwards.
  That eInvoices are generated and transmitted, of course, the necessary settings must be made before. (See eInvoice settings)
  

• Invoice run
  Activate the required invoice run(s) to create an invoice for this customer.

Discounts

Discounts can be entered or parked with a validity date or range.
If several discounts of the same type are defined, they are summed up in the period where they overlap. From 1 x 2% and 1 x 1.5% become 3.5%.

• Customer discount [%]
  The specified percentage defines by what percentage of the respective final total this customer should receive a deduction.
  The dates from/to refer to the creation date of the invoices.

• Article discount [%]
  The specified percentage defines by what percentage this customer should receive a deduction on all deductible items.
  This is dependent on the discount entitlement settings on each individual item (see rate model).
  The from/to dates refer to the entry date of the item, i.e. the order date.

Header (Invoice)

The text you enter here will be printed above the invoice items on each invoice.
The field can also be left blank.

Direct debit mandate

Activate to specify the bank details.

• Bank name
  The customer's bank from which the invoice amount is to be collected.

• Bank code
  The bank code of the customer's bank.

• Account number
  The customer's account number at this bank.

SEPA

Activate to specify SEPA information.

Via the buttons [Add], [Edit] and [Delete] you can edit SEPA mandates for this customer.
The button [Copy] creates a copy of an existing entry so that it can be edited afterwards.
With the button [Print] you can print the selected mandate.

List

The preceding symbol shows which SEPA mandate is current, which SEPA mandate is current.