On the homepage of your environment, you can click Modules on the left-hand side. The different modules will then appear as green tiles. Click the General tile.
You can now find Configuration at the bottom left.
The different settings for the "Invoicing" section are described below.
Invoicing: Free input/Structured message: here you can choose between a free message or a structured message for users in Belgium.
Invoicing: Show inclusive items? *: Do you want to show empty packaging items that are processed as included in the fruit price on the invoice?
Invoicing: Default comment: = Please pay the invoice within the predefined payment term. You can always change this to a message that fits your company structure.
Credit note: default comment: the text you enter here will be included as the default text on every credit note.
Purchase statement: default comment: the text you enter here will be included as the default text on every purchase statement.
Invoicing: Payment period: Here you can enter the payment period that is used as the default for every invoice. You can make an exception to this in the details of your contacts.
Sorting order: Add sorting report when printing *: When printing the sorting order, a printout of the sorting report for that sorting lot will also be created.
Invoicing: Discount terminology: How you want discounts to be worded on your invoice.
Discount
Invoicing: Add PDF as attachment to email *: When sending the invoice by email, a PDF of the invoice will be sent along as an attachment.
Invoicing: Add UBL as attachment to email *: When sending the invoice by email, a UBL of the invoice will be sent along as an attachment.
Sales terms: add as attachment to email *: You can add the sales terms under Documents in General. Make sure that you also set this document type to sales terms.
Invoicing: Show delivery date? *:
Yes
Invoicing: Number of decimal places (total price): The total price will be rounded to x number of decimal places.
Invoicing: Number of decimal places (unit price): The unit price will be rounded to x number of decimal places.
Sales terms: send to email address of own company *: Do you also want to send this together with the invoice to an email address linked to your own company? Think of invoice processing.
Invoicing: Invoice empty packaging on the original sorting lot that has already been repacked? *: Determines whether empty packaging is invoiced on the original sorting lot. When enabled, the empty packaging is charged to the first sorting lot, even when repacking.
For example: you first pack fruit in EPS and later repack it into punnets, but still assign the empty packaging to the original sorting lot.
Default sending method: Here you can set how you want to handle the sending of your invoices by default. This way, you do not have to tick all boxes every time you send an invoice.
Exact Online: Book invoices? *: Have you purchased the Exact Online connection? Yes
Exact Online: Choose the country in which your company accounting is managed.
Exact Online: book invoice as?: Entry (SalesEntry)
Exact Online: create contact if non-existent? *: yes/no