Set Up & Configure
12
- Setup Application Settings
- Configure UI And Generate The First Document
- Adjusting Company Information
- Adjusting Template Branding
- Adjusting The Document Language
- Set Up Tax Rules / Tax Scenarios
- Automatic Assignment of Tax Rules via Matching Rules
- Set Up the Quote Approval Process
- Adjust the Number Sequences for generated documents
- Customize Document Templates
- Global Value Sets and Translations
- Product Line Editor Wrapper
Features
15
- Managing Product Descriptions
- Managing Text Templates
- Add Document Attachments
- Record Cloning: Creating Copies of the Documents
- Partial Invoicing: Down Payment Invoice, Partial Invoice, and Final Invoice
- Considerations For Using Partial Invoicing Feature
- Delivery Notes: Managing Deliveries from Orders
- Global Price Adjustments: Global Discounts & Surcharges
- XInvoices (PDF ZUGFeRD)
- Payment Reminders: Configuration and Management
- DATEV Export Process
- Banking Integration
- SEPA Direct Debit: Configuration and Collection
- Beta-Feature: Multiple Legal Entities
- Considerations For Using Multiple Legal Entities
Data Model & Change Log
1
