Preliminary Remarks
Important settings for the invoice number range (independent of the contracting company) and for the electronic invoice are maintained in invoice management.
Invoice number range: The contracting company assigns a global invoice number range for all clients. This can be changed for each client independently of the contracting company.
Note: This can only be changed before the first invoice has been created in this client. Once invoices have been created in the selected client, no more changes can be made to the invoice number range.
Electronic invoice settings: The information in the form is mandatory, regardless of whether XRechnung is used or not.
General Invoice Settings
Click on Edit.
Setting Do not send recurring invoices to customers
This setting offers four options for who should receive recurring invoice emails:
Send to all customers: Customers automatically receive all recurring invoices by e-mail.
Send to no customers: Customers only receive the order confirmation and the first invoice by e-mail. Recurring invoices are not sent to anyone.
Don't send to B2C customers only: Recurring invoices are suppressed for B2C customers, while B2B customers keep receiving theirs.
Don't send to B2B customers only: Recurring invoices are suppressed for B2B customers, while B2C customers keep receiving theirs.
Note:
A customer counts as B2B when their invoice address has the business flag set or carries a VAT number. Everyone else counts as B2C.
This can be set once at the company level.
No invoice is sent for subscriptions with a free first step. In the system, the invoice for the second chargeable step is treated as a recurring invoice, which is why an invoice is never sent to the customer in this case.
The setting has no effect on bill payers, as recurring bills are mandatory in this case.
Use a separate invoice number range for this client: Can be set before the first invoice is sent.
Invoice Start Number: Can only be changed before the first invoice is sent.
Creditor ID (optional): Unique identifier assigned to the customer for the SEPA direct debit procedure and is displayed on every SEPA mandate. Further information.
Export configuration (optional): More information about export configurations.
Settings for the electronic invoice
All fields in this form are mandatory.
Note: These settings are mandatory if e-invoices are to be generated automatically! If this form is not completed, no e-invoices will be created.
More information about XRechnungen can be found here: