Saving Printing Parameters for the Invoice Specification
If a preliminary invoice has only one payer and different invoice specification settings are required, these settings can be saved directly in the preliminary invoice preview. There is no need to return to the payer information to configure the settings.
When a preliminary invoice is previewed either directly from the preliminary invoice or from the preliminary invoice payer window, the Invoice Printout Parameters window displays the "Save printing parameters" option. This allows the selected printing parameters (except for the "Print transfer order template" option) to be saved for that payer. The saved settings will also be applied to the invoice created from the preliminary invoice.
Saving the printing parameters does not affect the printing criteria defined on customer level.
Saving Text to Printed on the Invoice Front Page
A preliminary invoice can also be used to define a specific text that will be printed on the first page of the actual invoice. To do this, enter the text in the Free Text field of the preliminary invoice and select the "Copy to invoice" check box.
Note: Do not enter internal comments in this field, as they may unintentionally be printed on the customer's invoice. Instead, internal comments should be added on the Notes tab of the preliminary invoice. If necessary, they can be marked as important, making them visible in the invoice lists.
Displaying the Business Unit’s Invoicing Email Address on the Invoice
The invoicing email address of the business unit is displayed on the invoice if an invoicing email has been added to the business unit’s contact information in the settings.
If the invoicing email address is specified, it is printed in the invoice footer and is also included in Finvoice and TEAPPSXML format invoice materials. If the invoicing email address is missing, the general email address of the business unit is used.
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