System settings - Invoice

Calculate value date using To date

This setting specifies whether to calculate the value date based on the invoice’s To date. Invoices without a To date use the invoice date. If no invoice date exists, the invoice creation date is set as the value date.

PropertyName: RechValutaDatumBis . BooleanProperty. Default: Yes.

Hide total amount adjustments by default

If Yes, the adjustment is transferred to the invoice for the services, so that the customer does not notice anything about the adjustment. If No, the adjustment is automatically entered as a discount.

PropertyName: RechDefaultManipulationenVerdeckt . BooleanProperty. Default: Yes.

Length of invoice number

Enter here how long you want your invoice number to be. The prefix then counts up until either the prefix is changed or there are no more digits.

PropertyName: LengthInvoiceNumber . IntegerProperty. Default setting: 8.

Next invoice number

Here, you can specify the number to be used next, if you would like it to be higher than the one generated automatically. The length of this number must match the length you specified under “Length of invoice number”.

Depending on whether you have specified a prefix under “Prefix of invoice number”, the next invoice number behaves differently. An example is used to explain the behavior. The length of the invoice number is 8.

• For “Prefix for invoice number”, 0812 is specified:

  “Next invoice number”	Next generated invoice number	Invoice number generated after next invoice number
  Contains the prefix and a supplement: 08125555	08125555	Automatic invoicing continues normally: 08125556
  Includes a complete invoice number: 12345555	08125555	Automatic invoicing continues where you were before, e.g. 08120004

• ”Prefix of invoice number” is empty:

  “Next invoice number”	Next generated invoice number	Invoice number generated after next invoice number
  Includes a complete invoice number: 12345555	12345555	Automatic invoicing continues there: 12345556

However, if you want to reset an invoice number, i.e. use a lower number than has already been done, you need the script: reset invoice number.

PropertyName: NextInvoiceNumber . StringProperty.

Automatically fill new invoices with open items

This option is set to Yes by default. This means that, when a new invoice is created, all open services, expenses and outlays are automatically assigned to the invoice if it does not have a predefined invoice interval. The exact procedure is described in invoicing.

PropertyName: InvoiceAutoFill . BooleanProperty. Default: Yes.

Prefix of invoice number

Enter the initial digits of your invoice numbers here. Make sure that there are enough digits at the back for automatic counting. The prefix can never be the same or longer than the length of the invoice number. If the prefix is only one digit shorter than the length of the invoice number, a maximum of nine invoices can be created. If the prefix is two digits shorter, 99 invoices etc.

PropertyName: PrefixInvoiceNumber . StringProperty. Default: 9904.

Special characters in reference number as ASCII code

If this option is set, special characters in the reference number are converted to ASCII code. This is the default value. If you want to explicitly use the special characters in this way, set this option to No.

PropertyName: ShowVesrAscii . BooleanProperty. Default: Yes.

Blocking date for invoices

For invoices before this date, the “Undo charge” operation cannot be done.

PropertyName: SperrdatumVerrechnen . DateTimeProperty.

Default VAT type

Here, you can define the default VAT type. This VAT type is automatically assigned when new projects are created. The project type uses the default VAT type, but can be overwritten at the project type level.

PropertyName: MWSTTypDefault . ObjectProperty.

Default payment type

Starting with Vertec 6.2. The default payment type can be defined here, which can then be overwritten at different levels. For more information, see payment types.

PropertyName: DefaultPaymentType . ObjectProperty.

Number of digits for personal account

Specifies the number of digits within the ESR reference number which are to be used for the personal accounts.

From Vertec 6.2, this information is entered on the payment type.

PropertyName: PKNrLaenge . IntegerProperty. Default: 0.

BESR bank

Select the address of the bank whose BESR customer you are. Vertec automatically uses the print view of the default address. Therefore, make sure that the print view of the bank’s standard address in the address management system corresponds to the bank’s specification for BESR operation.

From Vertec 6.2, this information is entered in the payment type.

PropertyName: BESR-Bank . ObjectProperty.

BESR customer identification number

As a BESR customer, the bank assigns you a number that you can use to identify yourself to the bank. This number is printed on the left end of the reference number and is usually six digits. Enter it here. If you use VESR, this number is not used.

From Vertec 6.2, this information is entered on the payment type.

PropertyName: BESRKndnNr . StringProperty. Default: 000000.

VESR document type

• ESR (amount preprinted): The relevant amount is printed in the amount fields.
• ESR+ (amount blank): The amount fields are left blank.

From Vertec 6.2, this information is entered in the payment type.

PropertyName: VESRBelegart . SelectionProperty. Default setting: ESR (amount preprinted).

VESR reference number length

There are two different reference number lengths. You can select between 16 and 27 digits, depending on your VESR/BESR application. You can choose this length for your VESR application at the post office. For BESR, a 27-digit reference number is usually used.

From Vertec 6.2, this information is entered in the payment type.

PropertyName: VESRRefNrLaenge . SelectionProperty. Default: 16-digit.

VESR participant number

If you are a VESR customer, enter your participant number here (in format: XX-YYYYY-Z). If you want to use BESR, enter the bank’s VESR participant number (Note: not your customer identification number).

From Vertec 6.2, this information is entered in the payment type.

PropertyName: VESRKndnNr . StringProperty. Default setting: 00-000000-0.

Use VESR or BESR

Here, you can select whether you want to use the procedure for payment slips with reference number (VESR, post) or the banking procedure for payment slips with reference number (BESR, “for the benefit of”).

From Vertec 6.2, this information is entered in the payment type.

PropertyName: VESRBESRAuswahl . SelectionProperty. Default setting: BESR.