File Billing Configuration (FBC)

In the file billing configuration under Configuration > Billing > Billing, you enter the billing-relevant information for the file. This setup allows you to automatically create draft invoices during the billing run.

Additionally, the stored information is automatically applied and pre-filled when creating individual manually created invoice drafts.

Billing Run

You can add the file to a previously created billing run. Each file can be assigned to only one billing run.

Invoice Type

Here you can choose whether the automatically created invoice drafts in the billing run should be of the type: single invoice, partial invoice, free collective invoice, collective invoice over file hierarchy, or collective invoice over recipient. The further functions derived from the invoice type are described in the billing run chapter.

Invoice Category

Here you can specify whether the automatically created invoice drafts in the billing run should be categorized as hourly invoice, RVG invoice, or flat-rate invoice.

Recipient – Billing Config. (RBC)

Here you can link a recipient billing configuration with the file billing configuration. All recipient billing configurations of the contacts involved in the file are available for selection.

The link connects the contact-related billing information with the file, particularly the invoice recipient, billing address, agreed rates (e.g., employee hourly rates), and service catalogs from billing contracts.

The billing information stored in the file billing configuration is more specific than the information in the recipient billing configuration.

Enter an employee hourly rate for the contact and link the recipient billing configuration with the files where the contact is a client. The client's hourly rate will then automatically apply to the corresponding files.

Payment Terms

You can enter a payment term that will be automatically applied to the invoice drafts created during a billing run.

You can configure the list of payment terms under Professional Administration (Accounting) > Payment Terms. You can also assign abbreviations and manage translations there.

Language / Translation Payment Term

You can translate the entered payment term so that it appears in the desired language in the final invoice document.

Tax Status Revenue

Select the tax status for revenue.

Tax Status Tax-Free Expenses

Select the tax status for tax-free expenses. If you have configured only one tax status for tax-free expenses, it will be automatically pre-filled.

Discount in % / Description

Here you can set a discount in %. This discount will be automatically deducted in both an individual invoice draft and an automated billing run.

Expense Flat Rate in % / Description

Here you can set an expense flat rate in %. This flat rate for expenses on hours worked will be automatically added in both an individual invoice draft and an automated billing run for the hourly invoice category.

Billing in Secondary Currency

You can specify that the invoice drafts created in a billing run should be in a secondary currency. Additionally, it is necessary that an hourly rate in the secondary currency exists, that the secondary currency is selected in the file's billing info, and that an exchange rate is stored in the billing run configuration.

Bill Expenses According to RVG

Here you can specify that expenses should be calculated according to RVG. This is particularly beneficial for achieving higher compensation in the area of copies according to No. 7000 VV RVG compared to standard rates.

Invoice Number Range

Here you can select the invoice number range.

You can configure the list of selectable invoice number ranges under System Administration > Number Ranges.

Create Cover Letter

You have the option to create invoice cover letters. The cover letters are automatically printed as a front page to an invoice. They can be customized as needed using an appropriate system template.

Here you can choose whether newly created invoice drafts should include such a cover letter or not.

Cover Letter Recipient

Here you select the cover letter recipient. The selection includes all firm contacts and is not limited to the contacts involved in the file.

Cover Letter Contact Person

Here you can choose a contact person for your cover letter. The contact person appears in the printout in the recipient address under the name of the cover letter recipient.

Cover Letter Address

Here you can select the desired address for your cover letter.

Create Payment Slip

Here you can specify whether the payment slip function should be activated by default for newly created invoice drafts for the file or not. When the payment slip function is active, the payment slip is automatically created as the last page at the end of the invoice document.

Billing Contract

It shows which billing contract the file is assigned to.

Email Template (Invoice and Reminder)

Here you can specify which email templates the system should use for the automated email dispatch of invoices and reminder letters.

E-Invoice

Here you can enter your client's references for the e-invoice:

• Order Number
• Project Number
• Contract Number
• Order Number
• Award Number
• Object Identifier
• Routing ID

In the E-Invoice field, you can choose between XRechnung and ZUGFeRD for the output.

The settings and data are used when creating the e-invoice.