Configure invoice creation Praxis Desk Kasse

In the Rechnungserstellung tab of the cash register settings, you define which sections appear when you create an invoice. You also control how the invoice form behaves.

Where do I find the settings?

Open Einstellungen via the gear icon in the left menu. Select Kasse and then Allgemein. Click the Rechnungserstellung tab.

Required license

Some sections depend on modules: Rückgeld requires the Teilzahlung module, Standard Rechnungstyp requires the Honorarnote module, and Barcode Scanner requires the Handscanner module. The Allgemein menu item requires the Einstellungen verwalten permission. If a module is missing, contact support@offisy.at.

Fig. 1The tab shows more sections further down, such as Standard Rechnungstyp, Rückgeld, and Barcode Scanner.

Show sections

Define which sections are visible in the invoice form. Each switch shows or hides the respective section:

• Kunden – customer/patient section in the invoice.
• Schnellauswahl für Artikel – quick item selection when creating an invoice.
• Leistungszeitraum – period of the service provided.
• Lieferzeitraum – delivery period.
• Notizen – note field on the invoice.
• Interne Notizen – notes visible internally only.
• Notiz oberhalb der Positionen – note field above the invoice line items.

Customers

Define how customer selection works when you create a new invoice.

• Standard Auswahl – choose between Suche (Standard) and Eingabe. This determines whether a new invoice shows the customer search or an input field.
• Kundenauswahl verpflichtend – when on, every invoice must be assigned to a customer before you can create it.

Invoice discounts

• Rabatte – create reusable discounts in advance that you select later when creating an invoice.
• Berechnung – determines the behavior when the tax rate of a line item changes. Choose between Nettopreis bleibt unverändert, Bruttopreis wird neu berechnet. and Bruttopreis bleibt unverändert, Nettopreis wird neu berechnet.

Default invoice type

Under Erstellung, define whether a Rechnung or a Honorarnote is created by default. This choice also adjusts the related menu item.

Payment method

Under Standardauswahl, select the payment method that is preselected for a new invoice.

Change

Turn on Berechnen lassen so that Offisy calculates the change automatically for cash payments.

Barcode scanner

• Mehrfaches Einscannen – choose whether scanning the same item again increases the line item quantity or creates a new line item.
• Sound abspielen beim Einscannen? – plays a confirmation sound when scanning.

Settings after invoice creation

• Automatische Weiterleitung nach Erstellung? – redirects you automatically after you create an invoice.
• Ausgabeformat automatisch starten? – choose what happens after creation: Nachfragen, PDF, Drucken, a configured printer, or Auf allen erreichbaren OffisyBox Geräten drucken.

Payment term for open invoices

Turn on the switch to allow payment to arrive at a later date. When the switch is on, you also set the payment term in days, a value between 0 and 365.

Save settings

Click Speichern at the bottom right. Offisy confirms the change with Einstellungen gespeichert.

You manage payment methods themselves under Einstellungen → Kasse → Zahlungsarten. You configure surcharges and discounts on invoice line items under Einstellungen → Kasse → Aufschläge / Rabatte.