The 'Invoicing' section is available only for relations with the 'Customer' status. In this section, you get an overview of customer-specific billing settings, including what can be billed.
Summary of amounts
At the top of this section, you’ll see a brief summary of what still can be invoiced to this customer and what has been. This information helps you quickly understand billed and outstanding amounts.
Invoice data and settings (customer-specific)
The information you add in the 'Invoice Data and Settings' box is specific to this relation. Some options are set to 'Use the general settings' by default, unless you customize them specifically for this customer.
Below are some key settings:
- VAT transaction type: If this customer always uses a different VAT transaction type than the default one, you can adjust it here. For exceptional cases, it’s best to only change this on the corresponding invoice itself.
- Discount: Set default discounts for this relation. Learn more about customer discounts.
- Price table: Link this relation to a specific price table. Price tables can be managed via Registration > Price Tables.
- Invoice text: Add text here that will appear on every invoice for this customer. For example: "Exempt from VAT under Article 39bis of the VAT Act."
If you'd like to add a general text to all invoices for all your customers, you can set it up under Settings > General Settings > Invoice PDF creation > Invoice text.
Invoice scheduling
In the 'Invoice scheduling' box, you can set up specific invoicing schedules for this relation. This is useful for customers with periodically billed projects or services. Learn more about the invoice schedule.
Planned registrations
For recurring costs or registration items like subscription fees, you can add planned registrations in the 'Planned registrations' box. Add a planned registration by clicking the + button.
- Choose a schedule and set the desired dates.
- Choose a price list item type and fill in the relevant data.
- Click Save.
The registration will then be processed automatically at the scheduled time. By using the info icon, you can see an overview of the next scheduled date, and you can edit planned registrations via the pencil icon, or delete them with the bin icon.
Please note that planned registrations are linked to a "System user" by default and not to a specific AdminPulse user.
Invoice to
You may link tasks and registrations to one relation, but send the invoice to another relation. To do this, fill in the 'To invoice to' field in the relation’s profile. Registrations stay linked to the original relation, but invoices are sent to the 'To invoice to' relation.
For more information about the 'Invoice to' bloc, check our article about setting up billing to different relations.
Bank accounts
In the 'Bank accounts' box, you can keep an overview of the IBAN numbers of the relation. When adding a Belgian IBAN, AdminPulse will automatically fill in the corresponding BIC and bank name.
For accounts listed as "Other," you can enter a non-IBAN account number, like foreign accounts or crypto accounts.
You can store multiple bank accounts for a relation and use the star icon to mark the default account.
This section is also shown in the 'Accountant Info' part of the relation file.
⏭️ Up next, explore the following section of the relation file: The relation file - Accountant info section