Recipient Billing Configuration (EAK)

In the contact views for organizations, individuals, and authorities, you can access the Recipient Billing Configuration via the Billing button. You can create as many configurations as you like for each contact.

In the Recipient Billing Configuration, you store billing-relevant information for a contact. This setup allows for the automated creation of invoice drafts during the billing run. Additionally, the stored billing information is used and pre-filled when manually creating individual invoice drafts, unless more specific information is entered at the file level.

To ensure that the stored information is considered during a billing run or for individual invoices, it is necessary to link the contact with the desired file as a file participant and add the Recipient Billing Configuration to the file's billing configuration.

Contact

The contact's name is displayed here for informational purposes.

Designation

You can name the recipient billing configuration. This helps differentiate between multiple configurations for a contact, such as "Standard Agreement" and "Project Agreement."

Valid From / To

Here you determine the validity period of the configuration. Outside the selected period, the stored information will not be considered during the billing run.

Payment Terms

You can enter a payment term that will be applied to invoice drafts automatically created during a billing run. You can configure the list of payment terms under Special Administration (Accounting) > Payment Terms. You can also assign abbreviations and manage translations there. The payment term will be displayed in the Translation Payment Term field according to the correspondence language.

Language

Here you can set the invoice language different from the file's language.

Tax Situation for Revenue

Select the tax situation for revenue.

Tax Situation for Tax-Free Expenses

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

Discount in % / Designation

Here you can set a discount in %. This discount will be automatically deducted during an automated billing run.

Expense Allowance in % / Designation

Here you can set an expense allowance in %. This allowance for expenses on hours worked will be automatically added during an automated billing run for the invoice type hourly billing.

Billing in Secondary Currency

You can specify that invoice drafts created during a billing run should be in a secondary currency. Additionally, a rate in the secondary currency must exist, the secondary currency must be selected in the file's billing info, and an exchange rate must be stored in the billing run configuration.

Bill Expenses According to RVG

Here you can specify that expenses should be calculated according to RVG. This mainly results in 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 cover sheet for an invoice. They can be customized as needed using an appropriate system template. Here you can choose whether the invoice drafts automatically created during the billing run 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 file-involved contacts.

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. 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

Here you can assign an active billing contract. If you do not make a selection, the system-side billing contract for a paper invoice will be entered. Empty entries are not allowed. This corresponds to the action Special Administration (Accounting) > Billing Contracts > Assignments > Contacts (EAK).

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.

Bank Account

Here you can select one of your bank accounts to inform the customer where you expect the payment during billing. This bank account overrides the bank account stored at the location.