Topics
Invoicing
Quotes, orders, invoices, reminders.
20 articles
Exercises
1 articles
Understand
3 articles
- How projects and orders work together Concept Video How the order creates work packages in the project, at which hourly rate times flow back, and when the order may bill.
- The six billing methods Concept Video Fixed price, by effort, by time duration, percentage, by rules and HOAI – how each order line item becomes an invoice row and which method suits which contract.
- Understanding documents: status & document rights Concept The document overview, the three document statuses (Draft, Validated, Archived) and the three document-right modes – the mental model behind every Invoicing action.
For users
4 articles
- Create and follow up quotes How-to Video Create a quote, build up line items and sections, send it by email, follow it up in the quote tracker and convert it into an order.
- Incoming documents: purchase orders, expenses & incoming letters How-to Manage purchase orders, incoming invoices and incoming letters – including creating an incoming invoice from an email, reviewing it, approving it and recording the outgoing payment.
- Issue invoices and record payments How-to Generate an invoice from the order, select times, record incoming payments, track the receivable status, cancel and correct.
- Letters as a document type How-to Create cover letters and formal communications as a document type of their own in the document overview, with a contact link, placeholders and permissions.
For advanced users
4 articles
- Reminders & credit control How-to Spot overdue invoices, change reminder levels, maintain deadlines and fees per level, and keep an eye on the receivables status.
- Adjust prices in ongoing contracts How-to Video Change prices cleanly without distorting old invoices: the single-case function 'Adjust price and size' and the bulk action from the price list.
- Create and bill orders How-to Video Create an order, set contract and billing data, use the five billing modes and the payment plan, understand order values and tidy up orders.
- Recurring invoices (time-duration items) How-to Video Bill maintenance, licences and rents monthly or yearly: create a time-duration item, use period placeholders, control the billing date and change prices cleanly.
For the curious
2 articles
- Bill HOAI fees How-to Bill HOAI fees with the HOAI wizard: add a wizard line item to the quote, set the framework conditions (version, work-package, fee zone, fee rate, construction costs) – teamspace generates all work phases automatically.
- Maintenance fee with free allowance How-to Video Monthly maintenance with included free minutes: combine a time-duration item with effort and split bookings automatically via project-time splitting.
Set up & manage
4 articles
- Articles and price lists Configuration Video Invoicing master data: create articles with a billing method and statistical values, refine price lists for year, language and currency, and assign them on the document.
- Document templates, approvals & commissions Configuration Create document templates with layout and price list, set up approval workflows for four-eyes review, and apply commission rules to documents.
- Set up and use e-invoicing Configuration Video ZUGFeRD and XRechnung in teamspace: set up the prerequisites, send and receive e-invoices, maintain the routing ID (Leitweg-ID) and check structured data.
- Tiered prices, volume discounts & quantity structures Configuration Video Set up quantity-dependent prices on the article: closed, open and percentage tiered prices – including quantity structures, where only certain quantities are selectable.
Reference
1 articles