This is where you can enter the additional fees that have been agreed upon with clients as part of fee agreements, such as an additional fee of 1000 EUR once a month. These additional fees can later be added as line items to hourly or flat-rate invoices, or the system will automatically add the additional fees to invoice drafts during the billing run or when you click the Add Services button, according to the service period.
Clicking ‘New’ opens the detailed view for entering the additional fee. You can use the delete option as long as the additional fees have not been used.
Functions in the Detailed View
In the “Additional Fee” section, the recorded additional fee is displayed. You can edit the input fields in this section as long as the usage is not set in the Inventory Information section.
Each additional fee must be assigned to a file. For files in a secondary currency, you can select the desired currency for the additional fee.
You can enter a description of the additional fee in the ‘Description’ field. This will then be displayed in the invoice line items after being added to the invoice draft.
Through ‘Employee’, the additional fee can be assigned to an employee. The “Additional Fee” position then provides a service share for the entered employee in the amount of the position in the invoice currency. If no employee is entered, it applies to the HVRA. This fee is then distributed according to the hourly key and divided into service shares on the total fee (including discounts). If there are no hours, they provide a service share for the HVRA in the amount of the position. The service share key is then used to distribute the total fee (including discounts).
In the “Inventory Information” section, the last inventory entry is displayed. If the additional fee has not yet been billed, these values are used for billing.
Invoice: Displays the draft invoice number or the invoice number.
Quantity: Displays the quantity in inventory.
Reserved Quantity: The quantity used in a draft invoice.
Amount to be Billed / Currency: Last amount to be billed from the inventory.
Used: The additional fee has already been used in a transaction (draft invoice/invoice, write-off, inventory transfer, new amount to be billed).
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Multiple Creation This action allows you to create multiple additional fees in a single transaction, such as one additional fee of 1000 EUR per month over a twelve-month period for a specific file.
Write-off With the write-off action, all marked additional fees that still have inventory can be written off. Writing off reduces the quantity of additional fees. Additional fees without inventory are skipped when the action is executed. The date is validated depending on the option “Check inventory, valuation date for open booking periods.” Once written off, additional fees remain written off.
New Amount to be Billed This action allows you to set a new sales price for additional fees in inventory. When executing the action, a dialog opens for the selected record with the date, sales price, and currency. The currency is taken from the currency of the selected additional fee and cannot be edited. The date and sales price can be edited. The date is validated depending on the option “Check inventory, valuation date for open booking periods.”
Transfer Inventory This function allows employees and files to be changed for inventories on a specific date. When executing this action, the unreserved quantity for the selected additional fee is reduced, and a new additional fee with this quantity is created as an entry in the inventory. The new additional fee is considered used immediately upon creation, as it resulted from a transaction. The service date is taken from the selected additional fee and cannot be changed. The date is the same for both the exit and the entry. The date is validated depending on the option “Check inventory, valuation date for open booking periods.”
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