In the menu Finance/Settings you can define the accounts, tax rates, terms of payment and invoicing numbers.
Type of taxes
In this menu you have the option to record various tax rates for different countries. You can also add financial accounts and tax codes.
Settings for value-added tax in the EU and non-EU
To do 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 of the respective country beyond national borders, the correct tax configuration must be added to be.ENERGISED.
Click Add tax configuration and complete the form accordingly. If you select "Source country -- not selected --", the setting for "All countries" will be applied (see image below). Then the Austrian VAT rate will be used for customers from "all countries" when charging in Austria.
For the settings under Accounting information, please consult your accounting department.
Fill in the Application criteria according to the requirements of your company.
Terms of payment
Before you assign the terms of payment to your customers, these are recorded here in several languages:
|You may choose freely whether you enter payment requests for non-German or English-speaking countries in the respective national language or, e.g., in English only.|
Invoice number ranges
The configuration of default settings for invoice number ranges as well as standard payment conditions are defined here. An invoice number range is also required for credit memos to sub-CPOs, if required.
Invoice number configuration:
Please fill in the fields according to your requirements.
Leading zeros for an invoice number are removed during invoice generation. Invoice numbers should therefore be started from a value of e.g. 100000, in order to have consistent long invoice numbers.
The be.ENERGISED backend allows up to 11-digit invoice numbers (EXCLUDING pre- and suffix!).
Please also note that the first invoice number is regarded as standard and the backend counts one number further with each additional invoice.
Direct payment configuration & Mailagent queue:
In these fields you don’t need to make any settings, because they are configured by has·to·be.
Furthermore, the financial data (highlighted in red below) must be entered under Finances/Automated invoicing in the Finances tab. Concerning this, please consult your accounting department.