Manual draft lines

You can add lines to a draft manually.

These lines can have the following processing methods:

• Invoice advance line:

  With this you indicate that the line should be invoiced when an invoice is created from the draft. The invoice line will be seen as an advance and this will be settled later. The line is included in the invoice and a new line is generated in the draft. This draft line amount is the inverted invoice amount.

  Example:

  If the original line contains a positive amount, then the new line in the draft will contain a negative amount (and vice versa). This allows you to settle the advance in a subsequent invoice automatically.

• Invoice plus line:

  With this you indicate that the line added manually should be invoiced when an invoice is created from the draft. Once the invoice has been generated the line is no longer visible in the draft and the line is added to the invoice.

• Delay plus line:

  With this you indicate that the plus line should not yet be invoiced when an invoice is created from the draft. Once the invoice has been generated the line remains visible in the draft and is not added to the invoice. Because the line remains visible in the draft, you can invoice the line later.

• Delay advance line:

  With this you indicate that the advance line should not yet be invoiced when an invoice is created from the draft. Once the invoice has been generated the line remains visible in the draft and is not added to the invoice. Because the line remains visible in the draft, you can invoice the line later.

• Write off plus line:

  With this you indicate that the plus line should not be invoiced when an invoice is created from the draft. Once the invoice has been generated, the line is no longer visible in the draft and the line is not added to the invoice. In the draft lines overviews you can see which lines have been written off.

• Write off advance line :

  With this you indicate that the advance line should not be invoiced when an invoice is created from the draft. Once the invoice has been generated, the line is no longer visible in the draft and the line is not added to the invoice. In the draft lines overviews you can see which lines have been written off.

The following applies to compressed drafts:

• A compressed line added manually always gets the Invoice plus line processing method, which you cannot change manually; however, the processing method is automatically changed to Invoice if new detail lines with the Invoice processing method are added when generating drafts.
• A detail line added manually gets the Invoice plus line processing method, but this can be changed manually to Invoice advance line; the Invoice advance line processing method can also be changed back to Invoice plus line, Delay plus line, Write off plus line, Invoice advance line, Delay advance line or Write off advance line.
• If a compressed line with the Invoice plus line processing method does not have any detail lines, the compressed line will be deleted.
• If there are no detail lines with the Invoice, Invoice plus line or Invoice advance line processing method, and there is at least one detail line with the Delay, Delay plus line, or Delay advance line processing method, the processing method in the compressed line is set to Delay. If no actual costing line is present the processing method remains Invoice plus line.
• If there are no detail lines with the Invoice, Delay plus line, Invoice advance line, Delay or Delay advance line processing method, and there is at least one detail line with the Write off, Write off plus line or Write off advance line processing method, the processing method for the compressed line is set to Write off. If no actual costing line is present the processing method remains Invoice plus line.

When generating the invoice the following applies to compression of manual draft lines:

• If a detail line has the Invoice plus line or Invoice Advance line processing method and the associated compressed line has the Invoice or Invoice plus line processing method, then the detail line is copied and considered completed (processing method is changed to Invoiced plus line, processing method Invoice advance line is changed to Invoiced advance line).
• If a detail line has the Invoice plus line or Invoice advance line processing method and the associated compressed line has the Delay processing method, then the detail line will not be copied to the invoice and the processing method is set to Delay plus line or Delay advance line.
• If a detail line has the Invoice plus line or Invoice advance line processing method and the associated compressed line has the Write off processing method, then the detail line will be converted to the Write off plus line or Write off advance line processing method and is permanently deleted from the draft during invoicing.
• A compressed line with the Invoice plus line processing method is always copied and considered to be completed (processing method is changed to Invoiced plus line).

In a diagram, this looks as follows:

Whether a line with the Delay, Delay plus line or Delay advance line processing method retains this method during processing, or it is changed to the Invoice, Invoice plus line or Invoice advance line method, respectively, depends on the current setting which indicates that all delayed lines should be automatically released for invoicing.