Setting up invoice data

This application is an Additional Feature . The corresponding config set can be found here .

Application

For correct Invoicing , various information is required in different places in Vertec.

To facilitate this process, there is this dialog in which all the necessary information can be entered and stored automatically in the correct location in Vertec. After that, valid invoices including QR code can be created and sent.

If the config set is loaded and you are logged in as an administrator, the dialog appears when creating an invoice (for the first time):

• Do not show again: If you check this box and select Close, the dialog will no longer be shown.
• Close: If you click Close without checking the check mark, the dialog will be shown again the next time you create an invoice.
• Yes: This starts the input dialog for the invoice data:

Information about your company

Your company is entered as a Company and stored in the system settings General > Company .

If a company is already stored there before the dialog is shown, the information of this company is displayed and can be added here.

If no company is registered there yet, a new company is created with the information from the dialog and stored in the system settings. In this case, no attention is paid to whether a company with this name already exists in the system.

Upload company logo

The logo is loaded and stored in the system settings General > Company Logo .

If it already has a logo there, a note (uploaded) will be shown here:

Payment details

Enter your payment information here. If the IBAN number entered is a QR-IBAN, the QR code will be printed on the invoice (supplied by default).

A Payment Type is created from this information and defined as the Standard Payment Type in the system settings Invoice.

If a payment type is already assigned there before the dialog is shown, the details of this payment type are displayed in the dialog and can be checked and supplemented here.

Once you click on the button Fertig the entries are created and assigned.

If you have selected a logo, a dialog “Vertec would like to load the file 'logo.jpeg’. Do you want to allow this?” Ja click, the logo will be uploaded.

Finally, a final dialog will appear:

Your Vertec is now ready for invoicing.

If you have not entered all the necessary data, the following dialog will appear:

In this case, the dialog for entering the invoice data will reappear the next time an invoice is created.

Conditions for displaying the dialog

The dialog is shown when the following conditions are met:

• The up-to-date logged-in user is assigned to the User Group Administrators
• At least one of the following values is not yet set in Vertec:
  • Name, address, country, email and phone number of
  • VAT number of own company (on the page More info)
  • The Company Logo
  • Standard Payment Type up a Setting up qr invoice in vertec with country-specific requirements according to QR invoice in Vertec

  As long as this information is not complete, the invoice data dialog will appear again the next time an invoice is created.

Requirements and Download

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: