Once the form data regarding for the invoicing entity has been entered, work continues on the details for an invoice.
The invoice numbers (1) can be provided with a prefix as well as a postfix. The last number in the string for the invoice is recognized as a consecutive number and incremented. If you e.g. “2020 / 5” was the last invoice number, “2020 / 6” is generated as the next invoice number.
The “Right of Way” sign (2) indicates that changes are still being made here. The sign “Reversal prohibited” means that no changes can be made. Clicking on the sign switches the state from “read-only” to “writable” and vice-versa.
If you want to write additional invoices to a certain customer again later on, you can save the current filled form as a template (6) in the system menu (5) with a name.
If you want to call up these templates again, you can use the button (3) to select from the existing templates.
The billing contact can also be selected from the address book of the iPhone / iPad (4). If you want to add more lines to the invoice, you can (7) add more shifts as well as articles / products / other (8).
If articles have already been created, the article must be selected (10) and the number of articles for the respective invoice must be specified (11). A preview of the invoice line with VAT calculation is also displayed.
A new article can be created by pressing the ‚+‘ button (13).
The order of the lines in the calculation can be changed using the “Edit” button (9).
With the “arrow down” (13) you can completely reverse the order.
Individual entries can be moved by moving the 3 bars (15) on the right.
Clicking on “Stop” (14) leaves the mode in which you can change the position of the invoice lines.