are planned and participants are registered. The applications are ready and have been checked. You can therefore invoice, but you want the invoicing process to be automatic and therefore more efficient. This ensures that the invoices are created and sent more quickly. Payments will therefore come in faster.
Automatic invoicing consists of two steps:
|Step 1: action template creation concept invoice:|
|Name:||Factureren stap 1 - Maak conceptfactuur voor aanvraag: [Aanvraag:AanvraagNr] | [Aanvraag:EindDatumOpleiding] of [Aanvraag:StartDatumOpleiding]|
|Proces:||Creating an invoice|
|Event:||Request has been created|
|Related to the training:|
|Stap 2: actie template factuur op definitief zetten en versturen:|
|Name:||Factureren stap 2 - Maak definitieve Factuur [Factuur:Nummer] en verzend [Debiteur:AdresseringSamengesteld]|
|Proces:||Submit and send a draft invoice|
|Event:||Invoice has been created.|
|Sender e-mail address:||This e-mail address will be used as the sender of the accompanying letter when sending the invoice. Is this determined via the menu 'Service center' and the menu item 'Options', see option 'Invoice sender e-mail address' in the panel 'Send/print invoice'? Then it will be filled in automatically. You can select a sender yourself via the magnifying glass. To do this, you must have created one or more e-mail groups.|
|E-mail-template:||This document template is used as an accompanying letter when sending an invoice. Is this determined via the menu 'Service center' and the menu item 'Options', see the option 'Invoice accompanying letter' in the panel 'Send/Print invoice'? Then it will be filled in automatically. You can select a template yourself via the magnifying glass.|
|Invoice template:||This document template is used to generate the invoice as a PDF when sending an invoice. Is this determined via the menu 'Service center' and the menu item 'Options', see option 'Invoice e-mail template' in the panel 'Send/Print invoice'? Then it will be filled in automatically. You can select a template yourself via the magnifying glass.|
|Add UBL attachment:||Specify whether to attach a UBL invoice during the sending of an invoice. Want to know more about the UBL attachment? eInvoicing: sending an invoice electronically in UBL format.|
|Use the invoice template provided with the payment method:||Did you set up a payment method with the request / invoice and tick this option? Then the invoice template will be used to generate the PDF attachment, which is indicated with the payment method.|
|Use sender and recipients of the e-mail template:||Do you check this option? Then the sender and recipient(s) will be used that are set in the document template that sends the cover letter.|
|Timing:||X number of days, weeks, months when the event occurs, when the invoice is created.|
For each course, you decide whether it can be invoiced automatically by linking the two action templates to the Course definition. Do you use originals and variants? If a participant can be enrolled using the original course definition, you must add both action templates to this course definition. If a participant can be enrolled using a different definition of course, you will need to add both action templates to this course as well.
If you link the action templates to a Course definition, it is not possible to set it up automatically with retroactive effect.
An error message rejects the action but does not complete it. The action remains visible in the action tab. When you open the action you will find information about the error message. Solve the problem, go back to the action and click on the button 'Execute'.