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Billing

Tasks

Bookings can also be linked to tasks. If you work with the task module and want to work with e.g. invoice tasks.

In the booking mask there is the field “Linked task”. There you can link a task to the booking.

Bookings and receipts can be created from tasks. To do this, call up the billing actions via Further actions >> Billing module. At least one address must be linked to the task for the actions to be visible.

If several addresses are linked to the task, first select in a popup for which address you want to create an invoice.

Invoice:  The popup for invoice creation opens. As with normal invoice creation, you select an account. All bookings linked to this account, address and task are listed and can be settled via Write invoice . You add further positions via the action bar via Add position .

Credit note: Analogous to the invoice, the view for the creation of credit notes opens. First select an account and then select the article you want to credit. Description, quantity and amount can still be adjusted. You add further positions via the action bar via Add position.

One-off payment: The view for creating a one-off payment opens. The creation is done according to the normal procedure. The task is already linked to the posting.

Subscription: Analogous to the one-off payment, the view for creating a subscription opens. The creation is done as usual, the task is already linked to the subscription.

If bookings or receipts are created from tasks, suitable activities are written in the address and comments in the task.