Templates services of recurring invoices

This data object is used to manage templates for partial services in recurring invoices as part of cost recording. It stores detailed information on individual invoice items, including prices, quantities, VAT rates and customer-specific features. These templates are used as a basis when creating new invoices and enable efficient and consistent invoicing for regularly recurring services.

Identification

In this info area you will find information that can be used to identify the data record. This is usually the code and the name, together with other important information.

Property	Description
unit	Enter the unit in which the partial power is measured. This information is purely informative.
On invoice instead of booking text	Enter the text that should appear on the invoice printout for the partial service. This entry is only necessary if the booking text is not to be used.
Pos.	Enter the item of the partial service on the invoice (sorting).
Unit price [€]	Enter the unit price in euros.
VAT [%]. [%]	Enter the percentage of VAT to be applied to the partial service.
Transfer (amount from previous month)	Check the box if you want the amount for this partial service to be taken over from the previous month when a new invoice is created.
invoice template	Display/select the invoice template to which the partial service template belongs (FM portal only).
Designation	Enter the name of the partial service.
Booking text	Entry of the posting text. This is transferred to the external financial accounting software in the posting record and is also the standard text on the invoice printout. If you would like to use a different text for the invoice printout, enter this in the "On invoice instead of posting text" input field.
G/L account	Selection of the G/L account via which the partial service is posted.
cost center	Selection of the cost center via which the partial service is posted.