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New Settings for Invoice Structure & Layout
The new setting for invoice structure offers variants for invoicing based on services. Additional new formatting settings for proposals & invoices expand the existing set of settings.
Hourly rate by person but invoicing by service
By default, invoicing is done by person on the invoice when hourly rate by person is chosen in the project. A classic case for this is consulting.
For some time now, there has also been the option, despite hourly rates by person, to list only the services on the invoice. However, since different hourly rates are usually combined into one position and there can be small rounding differences, it is now possible to choose whether you want a detailed position or a lump sum position (1).
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English image not yet available...
For some time now, there has also been the option, despite hourly rates by person, to list only the services on the invoice. However, since different hourly rates are usually combined into one position and there can be small rounding differences, it is now possible to choose whether you want a detailed position or a lump sum position (1).
English image not yet available...Formatting for the position group title
The position group has been developed primarily for the case where you want to offer a customer a service without showing details. However, you want to be able to compile and understand the details. Visually, the position group therefore resembles the detailed and lump sum positions in the proposal and invoice.
If you use the option to display details of the position group or even to display the detailed positions with amount, then it can make sense to highlight the title of the position group. This is covered by the layout settings "Label Bold" (2). The formatting option applies across accounts for consistent uniformity.
If you use the option to display details of the position group or even to display the detailed positions with amount, then it can make sense to highlight the title of the position group. This is covered by the layout settings "Label Bold" (2). The formatting option applies across accounts for consistent uniformity.
Width for images and description
The setting that previously applied to both elements has been separated into two individual settings. This allows you to adjust the appearance if necessary (3).
Special settings that you can order from us
- Show page number only from page 2 onwards
Not recommended by us, as the scope of the entire document should be comprehensible on all pages, but now adjustable if desired. - Show page reference line only from page 2 onwards
The reference line (which we can display) is not mandatory on page 1, because the document information is already in the header. - Narrow the width of the introductory and concluding text
This can make sense if, in extreme cases, the text runs very wide and the font is small, as text across the entire width can become difficult to read.
