On the homepage of your environment, click Modules on the left-hand side. The different modules will then appear as green tiles. Click the General tile.
At the bottom left, you can now find Configuration > Settings.
The different settings for the "Invoicing" section are described below.
Invoicing: Free input/Structured communication: here you can choose between a free communication and a structured communication for users in Belgium.
Invoicing: Show inclusive items? *: Do you want packaging items that are included in the fruit price to be shown on the invoice?
Invoicing: Default remark: = Please pay the invoice within the specified payment term. You can always change this to a message that suits your company structure.
Credit note: Default remark: the text entered here will be used as the default text on every credit note.
Purchase statement: Default remark: the text entered here will be used as the default text on every purchase statement.
Invoicing: Payment period: Here you can set the payment period that will be used by default for every invoice. You can set an exception in the details of your contacts.
Sorting order: Add sorting report to printout *: When printing the sorting order, the sorting report for that sorting batch will also be printed.
Invoicing: Discount terminology: Choose how you want discounts to be described on your invoice.
Discount
Invoicing: Add PDF as an email attachment *: When sending the invoice by email, a PDF of the invoice will be included as an attachment.
Invoicing: Add UBL as an email attachment *: When sending the invoice by email, a UBL file of the invoice will be included as an attachment.
Terms and conditions of sale: Add as an email attachment *: You can add your terms and conditions of sale under Documents in General. Make sure you also set the document type to Terms and conditions of sale.
Invoicing: Show delivery date? *:
Yes
Invoicing: Number of decimal places (total price): The total price will be rounded to the specified number of decimal places.
Invoicing: Number of decimal places (unit price): The unit price will be rounded to the specified number of decimal places.
Terms and conditions of sale: Send to own company email address *: Do you also want to send the terms and conditions together with the invoice to an email address linked to your own company? This can be useful, for example, when posting invoices.
Invoicing: Invoice packaging on the original sorting batch that has already been repacked? *: Determines whether packaging is invoiced on the original sorting batch. When enabled, the packaging is charged to the first sorting batch, even when the products are repacked later.
For example: you first pack fruit in EPS and later repack it into punnets, while still assigning the packaging costs to the original sorting batch.
Default sending method: Here you can set how you want invoices to be sent by default. This means you do not have to tick all the boxes again each time you send an invoice.
Exact Online: Post invoices? *: Have you purchased the Exact Online integration? Yes
Exact Online: Select the country in which your company accounts are maintained.
Exact Online: Post invoice as?: Entry (SalesEntry)
Exact Online: Create contact if it does not exist? *: yes/no