Settings for invoice verification

General

After creating the invoice (calculating all amounts), the invoice can be checked for correctness.

For this purpose, you can select from various tests. If an invoice does not meet the test, a warning is generated. In the invoice overview you can filter for invoices with warnings.

When you open an invoice there is a Warning' button. A symbol on the button tells you if there are any warnings. If you press this button, the individual warnings are shown in a list. list.

The settings for which checks are to be carried out can be made in two places.

• General Settings in the Billing System (FA Config)

• Customer-specific settings in the customer management tab Invoice

Which check is carried out is based on the settings. The customer-specific settings have priority.

ATTENTION: If customer-specific settings no longer apply, it is not enough to simply uncheck the box. The entry must be removed with the Delete button.

Possible tests

• Position with amount zero: (Nr 6) If the invoice contains a position with amount = 0, a warning entry is made.

• General warning: (No 7) A general warning entry is created.

• Manual item: (Nr 8) If the invoice contains an item that was added manually or whose price/discount was changed in the invoice item. has been changed in the invoice a warning entry is made.

• Item with unauthorized services: A distinction is made between blocked and invalid services.
  Blocked services: (No 9) If the invoice contains an item with an article of blocked service, a warning entry is made.
  Invalid services: (No. 10) If the invoice contains an item with an article of invalid service (validity date), a warning entry is made. warning entry.

• Item with articles from blocked partners: (Nr 11) If the invoice contains an item with an article from blocked partners (service providers), a warning entry is made. blocked partners (service providers), a warning entry is made.

• Deviation from the amount (percentage): (No. 12) If the invoice amount is not within the percentage calculated deviation a warning entry is made. To calculate the limits the invoices of the of the customer of the last X days are used.
  The following definitions are required for this:
  - Invoices of the last X days
  - Min[%]
  - Max[%]

• Deviation from the amount (absolute): (No 13) If the invoice amount is not within the defined values, a warning entry is made. warning entry.
  The following definitions are required for this:
  - Min
  - Max

• Deviation from shipment quantity (percentage): (Nr 14) If the shipment quantity (per article) is not within the percentage calculated calculated deviation, a warning entry is made. To calculate the limits the invoices of the of the customer of the last X days are used.
  The following definitions are required for this:
  - Invoices of the last X days
  - Min[%]
  - Max[%]