In the menu Finance/Settings you can define the accounts, tax rates, terms of payment and invoicing numbers.
Type of taxes
In this menu you have the option to record various tax rates for different countries. You can also add financial accounts and tax codes.
This item has been enhanced for special cases, e.g., if you want to invoice across countries and outside the EU.
Terms of payment
Before you assign the terms of payment to your customers, these are recorded here in several languages:
|You may choose freely whether you enter payment requests for non-German or English-speaking countries in the respective national language or, e.g., in English only.|
Invoice number ranges
Presettings for invoicing numbers and standard payment conditions are defined here.
Leading zeros for an invoice number are removed during invoice generation. Invoice numbers should therefore be started from a value of e.g. 100000, in order to have consistent long invoice numbers.
Furthermore, the financial data (highlighted in red below) must be entered under Finances/Automated invoicing in the Finances tab. Concerning this, please consult your accounting department.