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Billing

The Faktura module of onOffice enterprise is available since 01.02. for all beta clients.

Vouchers, bookings, invoices and credit notes – with the Faktura module you can now map invoicing directly in onOffice enterprise.

Invoicing is a central task in everyday work. With invoicing from onOffice, you no longer need separate billing software, but manage everything centrally in one place.

Articles are already stored in onOffice enterprise for certain standard services such as valuation, document procurement, brochure creation and commission. With maintained articles and automated templates in your corporate design, manual invoicing is no longer necessary.

You can see all receipts and the payment status of customers at a glance. In the overview, you can filter according to which receivables are open, paid or overdue. You can quickly enter payments directly from the overview.

All documents are saved as a file in the activities. Orders and receipts can be exported via CSV.

With the new billing macros, the same invoice can be generated at any time with the exact data at the time of invoicing, even if invoice-relevant details in the data record (e.g. the address) have changed in the meantime. Thus, the storage complies with the requirements of the GoBD (principles for the proper keeping and storage of books, records and documents in electronic form as well as for data access).

Quick start:

In order to be able to work quickly and productively with Faktura, the prerequisites and settings that must be made are explained in short form as a tutorial on a separate Quick Start page.

 
 

Functions:

The functions of the Faktura module are explained below. One-time payments and recurring payments, i.e. subscriptions, can be settled with the invoice.

  • What basic settings need to be made to get started with Faktura? Here you set the document texts and templates and configure invoice numbers, payment terms, discounts, tax rates and currencies.
  • How does the article management work? You define the desired article groups and articles you want to offer.
  • How to create matching email and PDF templates for an invoice in Template Management ?
  • How are billing macros used in templates and what are the macros?
  • How are orders created for an address?
  • How do you create and send receipts from the individual entries?
  • How to work with the global booking list? All bookings are clearly displayed here.
  • How to work with the global voucher list? You can find all invoices here.
  • How are properties linked to bookings?
  • How to link tasks with bookings?
  • Where can bookings and receipts be exported via CSV ?
  • Which billing fields and lists can be managed in the administration?
  • Where are the user rights for billing set? In the user rights, read and write rights for bookings, vouchers and article management can be set.

Information and instructions about Faktura are also available as a video.