Invoice splitting

This Additional Feature implements the possibility to define additional invoice recipients and to divide invoices to several recipients proportionally. The corresponding config set can be found here .

Application

Define invoice recipient

To split invoices to several recipients, the recipients are defined on the project. Click on the menu button or right-click on the project and select Neu > Rechnungsempfänger:

In the entry that opens, the invoice address is selected and the percentage that the recipient has in the invoices issued for this project is indicated.

As soon as an invoice recipient has been added, the Invoice Recipients folder is created on the project. There, further invoice recipients can be added and the overview of the percentages can be viewed. The percentages must total 100%, otherwise the invoice division cannot be carried out correctly.

The customer of the project itself and its percentage must also be added here as a recipient. So it is not the case that the customer automatically receives “the rest”.

Split invoice

A new invoice created must first be created on the project. Via the Actions menu, the option Rechnungsaufteilung A dialog will appear with a summary of the planned distribution:

One click on OK creates the subfolder Sub-invoices, sets the main invoice to a total of 0, marks it as proforma and closes it. It looks like this:

The sub-invoices in the subfolder look like this:

The individual sub-invoice amounts are shown as Downpayments .

One click on the button Aufteilung rückgängig undoes the entire splitting process. This means that even if the button is clicked on a single sub-invoice, all sub-invoices are deleted and the original invoice is restored before splitting.

Restrictions

• Differences in rounding may occur in the apportionment because the sub-amounts themselves are also rounded to the rounding factor specified in the currency. However, these differences never concern the gross amount, but only the net amount and the VAT amount.
• Fixed-price phases without services may not be split. In such cases, individual fixed-price phases must be invoiced on a pro rata basis to each invoice recipient.
• It is not possible to invoice and split downpayments. In this case, individual downpayments must be invoiced to each invoice recipient on a pro rata basis. On the other hand, it is possible to deduct downpayments from an invoice and then split them up.

Print Partial Invoice

The report can be Menu Print on the individual partial invoices via the Print menu Teilrechnung It has the same structure as the Invoice with list of services , with the difference that the percentage is shown on the cover sheet:

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The additional class29 may not yet be in use.
• The Additional feature invoice number de cannot be used at the same time: If an invoice splitting is undone, the automatically generated partial invoices are deleted. The invoice numbers assigned to these invoices are no longer available and therefore a seamless sequence of invoice numbers cannot be ensured. When splitting again, new invoice numbers are generated for the partial invoices.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: