Invoice number DE

Additional feature for assigning invoice numbers in Germany

This Additional Feature implements the ability to set invoice numbers only after charging, in order to avoid gaps in the invoice numbers.

Why is it useful for invoicing to set invoice numbers only after charging? By assigning invoice numbers only after charging, gaps in consecutive invoice numbers can be avoided. No new invoice numbers are assigned to cancelled but not posted invoices.

You can find the download of the config set here.

Application

If Vertec assigns an invoice number, it will not be re-assigned in case of cancellation. This causes gaps in the invoice numbers. To avoid this, this config set only assigns an invoice number when the invoice is charged:

Before charging, the invoice number is replaced by provisional. Only after charging, the invoice is assigned an invoice number, which is retained even in the case of multiple chargebacks and re-charges.

Exception: If the invoice has already been posted and cancelled again, a new number will be assigned when charging again. This is important so that different invoices are not transferred to the FAR with the same invoice number.

When you click the pro forma checkbox on the Further Information page, the invoice number changes from provisional to proforma. This does not change even after charging. However, before charging, the pro forma tick can be removed again, so that the invoice number is switched to provisional and an invoice number is set when charging.

When importing the config set, the system settings Invoice number (consecutive counter) is created in the Invoice section. Therefore the previous system setting Next invoice number is no longer needed, but remains visible.

The invoice number consists of the prefix stored here, the specified length and the value under invoice number (continuous counter).

Example: The values Length = 8, Prefix = 2004 and Invoice Number (Continuous Counter) = 16 yield the Invoice Number 20040016.

Requirements and download

Important information before importing can be found in the article Interesting facts about the additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.

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

Download the additional feature with the following link:

Version Requirement Download
6.7.0.7 Configset_rgnumberen.xml

The following objects are created by importing the config set:

Reports & Scripts
  • Event: Set invoiceNoIsFix to False for cancellation
  • Event: Proforma Invoices Get Proforma Number
  • Event: Remove invoice number
  • Event: Set invoice number

Netherlands

United Kingdom