Setting up invoice data
This feature provides a dialog for entering all relevant company details required for invoicing
How this feature creates benefits
With the dialog for entering invoice data, you can ensure that all necessary information for correct invoicing is entered centrally and stored in Vertec. This reduces workload, avoids errors, and allows invoices to be created and sent faster using a QR code. The automatic filing of company and payment information in the right places in the system is particularly helpful.
- Central entering of all relevant company data for invoicing
- Automatic placement of logo, payment details and standard payment type
- Ensures complete and accurate information for the creation of valid invoices incl. QR code
How it works
For a smooth invoicing process, various company details are required in Vertec. This dialog summarizes all required details in an input mask and automatically saves them in the correct places in the system. This way, you avoid duplicate entries and ensure that all invoices comply with legal requirements.
- Dialogue appears when creating an invoice for the first time
- Easy entering of company data with name, address, country, email, telephone number and VAT number, all saved in the system settings
- Have your own company logo on your invoices
- Based on the payment details IBAN or QR-IBAN, a payment type is created and stored as a standard
- Using QR-IBAN automatically prints a QR code on invoices
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Create QR invoices, E-Invoices
Frequently asked questions
Can I create multiple invoice addresses in Vertec?
Yes, this is possible. If, for example, several departments in your customer's company receive invoices from you, you may allocate different invoice addresses.
Is Vertec a suitable billing software for service providers?
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
Can invoices be sent by email?
Vertec can be configured with individual text templates for emails. Invoices are attached as PDF files.
Can invoices of suppliers be charged on to several customers or projects?
Yes, you can decide whether the invoice is either charged or forwarded directly.
What options does Vertec offer for invoicing?
Using Vertec, services can be charged according to various recording options.
- Billing by time
- Settlement of lump sums
- RVG calculation (Germany)
- Caps (reduced quotas)
Also, helpful is the splitting of invoices, within which the total of an invoice is distributed over several recipients. As for e-billing, Vertec works with the LEDES and XRechnung (Germany) formats.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Are all recorded services automatically displayed on an invoice?
By default, all services entered on a project are automatically displayed on the invoice. Alternatively, you can select a service period such as a month. In this case, only the services entered during this selected period will be displayed on the invoice.
