Setting up invoice data

In order to Invoicing correctly, various information is required in different places in Vertec. To make this process easier, there is an additional feature with a dialog where all the necessary information can be entered and saved automatically in the correct location in Vertec. This additional feature is registered by default for new installations, which are set up via the Vertec configurator, and is executed automatically when an invoice is created for the first time. For existing installations, it can also be imported manually. The corresponding config set can be found here.

However, all information can also be stored in Vertec without additional features. What these are is explained below:

Data for invoicing

Information about your company

Register your company as a Company.

• On the More Info page, enter your MwSt-Nr. or USt-IdNr..
• In order to be able to create valid (EPC) QR Invoices, the company must have the corresponding Address Details.

The company is then selected in the system settings General > Company and is thus defined as a company. It is used as the payment recipient when invoicing. Company

Upload your company logo

For display in invoice reports, the company logo can be uploaded in the system settings General > Company Logo.

This will then be automatically shown in the standard invoice reports.

Payment details

a Payment Type is created for the payment details and defined as the default payment type in the Standard Payment Type.

It must contain the following information in order to create valid invoices:

• IBAN: Enter your IBAN number here. If the IBAN number you entered is a QR-IBAN, the QR code will be printed on the invoice (which is supplied as standard).
• Company: The company defined in the system settings General > Company is automatically pre-entered (see above).
• Customer number: If your bank requires a 6-digit customer identification number, this field must be filled in.

For more information, see the articles Set up Payment Types and Setting up qr invoice in vertec.

Your Vertec is now ready for invoicing.

Conditions for displaying the dialog

If the Additional Feature is available in Vertec (Settings > Config Sets menu), the dialog for entering the invoice data is shown when creating an invoice (first) if the following conditions are met:

• The current logged-in user is an administrator, i.e. assigned to the User Group Administrator
• At least one of the following values is not yet set in Vertec:
  • Name, address, country, email and phone number of
  • VAT Number of company (on the More Info page)
  • The Company Logo
  • Standard Payment Type up a Setting up qr invoice in vertec with country-specific requirements according to QR invoice in Vertec

First, the following dialog appears:

• Do not show anymore: If you check this box and select Close, the dialog will no longer be shown. The invoice data will then have to be entered manually (see below).
• Close: If you click on Close without checking the box, the dialog will be shown again the next time you create an invoice.
• Yes: This starts the input dialog for the invoice data.

Requirements and Download

Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following download link: