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Invoice subscriptions automatically

You can automatically invoice subscriptions that are eligible for invoiced.

Profit determines which subscriptions are eligible on the basis of a number of criteria, such as the reference date which you enter in the selection window. Profit also checks the Invoice sales immediately and Do not invoice fields in the subscription properties.

If a subscription contains lines which are eligible for invoicing and others which are not, you still see the subscription in the wizard. In that case, Profit only prints the lines to be invoiced on the invoice.

Note:

The Remote sales VAT duty is not possible in combination with automatic invoicing. This applies to all types of automatic invoicing: in drafts, projects, courses and subscriptions.

To invoice subscriptions automatically:

  1. Go to:
    • Subscriptions / Invoicing / Invoices
    • Hours/Declarations / Claim / Subscription invoices (Accountancy)
  2. Click on the action: Invoice automatically.
  3. If necessary, select another Administration.
  4. If applicable, enter another Reference date.
  5. If applicable, enter another Invoice date.

    Profit adds the number of days in the payment condition, e.g., 14 days, to the date of invoice, to calculate the due date (the date by which the sales contact must have paid).

  6. Select the Start output wizard upon completion check box if you want to e-mail or print the invoices immediately.

    Note: 

    If you choose automatic invoicing, you generate the invoices immediately, even if you decide not to e-mail or print the invoices using the Output wizard. Because this means that the creation of the invoices has been recorded for the contacts/participants, these lines are from then on longer displayed in the Invoice automatically function. In that case, you can only e-mail or print the invoices from the Invoice view.

  7. Click on: OK.

    You now see all lines that still have to be invoiced.

  8. Select the lines for which you want to generate an invoice. Using the Ctrl+A hotkey, you can select all lines displayed in one go. You can undo this with the Ctrl+D hotkey.
  9. Click on: Finish.

If you do not send the invoices now, you can do so later on using the Output action in the Invoices view.

If you have selected the check box for e-mailing or printing the invoices using the Output wizard, the wizard now starts. If you start the Output wizard via automatic invoicing, you cannot select invoices.

To e-mail/print:

  1. Select the Different issue check box if you want to e-mail or print all lines in the same way and therefore do not want to take into account the Preferred issue method set for the sales/purchase contacts.
    1. Select the deviating issue method which will be the same for all selected lines, namely: Print, Print and e-mail PDF or E-mail PDF. For invoices, you also have the E-mail e-invoice + PDF option.
    2. Select a deviating report (other than that set in the sales and/or purchase contact profile).
    3. Select a message template if you selected one of the e-mail options as a deviating supply type.
  2. Select the Save in client record check box if you want to store the issued reports in the dossier for the contact(s).
  3. For Sorting, select the sorting method for printing.
  4. Select the Descending check box to sort the reports from high to low.
  5. Click on: Next. If you are using the queue, this step is not available and you cannot display a print preview.

    You now see an overview of the lines that will be issued and how this will be done.

    1. Select a line with the Print issue method and click on the Print preview action to check the report.
    2. Select a line with the E-mail issue method and click on the E-mail preview action.
    3. Close the preview.
  6. Click on: Finish.
  7. Click on: OK when the message informing you that the processing is complete is displayed.

    The Printed, Dossier, Mailed, Compl. proc. and Provided using eVerbinding check boxes are selected when you have completed the corresponding procedure. These fields are only visible if you have added them to the view.

Directly to

  1. Invoice subscriptions
  2. Pro forma invoicing
  3. Automatic invoicing
  4. Deviating collection of a subscription invoice
  5. Issue invoices
  6. View a subscription invoice
  7. View subscription invoice lines
  8. Print a subscription invoice again
  9. Manually credit a subscription invoice
  10. Collectively delete subscription invoices

Process

Invoice