In the menu Finance/Settings you can define the settings for your accounts, tax rates, terms of payment and invoicing numbers.
This article covers the following topics:
- Type of taxes
- Settings for value-added tax in the EU and non-EU Countries
- Payment terms
- Invoice number ranges
Types of taxes
In this menu you have the option to store various tax rates for different countries and apply reverse charges for a tax-exempt invoices to other companies. You can also add financial accounts and tax codes.
Here you have the option to provide the relevant information in multiple languages. It is not mandatory to do this however we do kindly request that, at least the English text is completed in all of the fields, (as in the figure below).
Settings for Value-Added Tax (VAT) in the EU and non-EU Countries
To configure this please click on Finances in the backend. On the left side you will find the menu item Settings/International Taxes.
In order to be able to issue invoices in the correct tax class for each country outside of your national borders, the correct tax configuration must be added to be.ENERGISED.
Click Add tax configuration and complete the form accordingly. If you do not select a country under "Country of charging station and Country of document recipient" – and the – "not selected" option is displayed, the settings for "All countries" will be applied (see image below) and the Austrian VAT rate will be applied for all customers from all countries.
For the settings under Accounting information, please consult your accounting department.
Fill in the Application criteria according to the requirements of your company.
|You can find more detailed instructions on the subject of sales tax here (currently in German only) .|
Before you assign the terms of payment for your customers, they are stored here. You have the option again to make the information available in several languages, (not mandatory).
Invoice Number Ranges
The configuration of default settings for invoice number ranges as well as standard payment conditions are configured here. An invoice number range is also required for credit memos to sub-CPOs, if applicable.
Invoice number configuration:
Please fill in the fields according to your requirements.
Invoice numbersthat start with zeros are removed during the invoice generation process. Invoice numbers should therefore be started from a value of a digit that is not zero e.g. 100000, to ensure consistent and long invoice numbers.
The be.ENERGISED backend allows up to 11-digit invoice characters (EXCLUDING pre- and suffix!).
A prefix usually consists of a two-digit letter combination printed before the invoice number. This makes it easier to distinguish the individual invoice groups in the overview.
Please also note that the first invoice number is regarded as initial base and the backend counts one additonal number with each invoice that is generated.
Direct Payment Configuration & Mail Agent queue:
In these fields you don’t need to make any settings, because they are configured by has·to·be.