Create an Invoice, Fee Note or Receipt Praxis Desk Kasse

Create a new billing document with line items, a customer and a payment method.

Requirements

• You need the matching permission for the document type you want. Pick one of these permissions: Rechnung & Beleg erstellen, Honorarnote erstellen, Rechnungsentwurf erstellen or Als Training erstellen.
• You need a separate permission for each line item type: service, course, redeem or create coupon, and manual position.
• You need a separate permission for each payment method, for example Zahlungsziel, cash, debit card, credit card, coupon, partial payment or POS terminal.
• You can only edit line items if you have the permission to edit positions.

How to proceed

1. Open the Kasse area in the main menu and click Neue Rechnung. Alternatively, create a new document with the action button in the invoice view.
2. In the invoice view, click the action button with the plus icon in the top right corner.
3. Click New Invoice, New Fee Note, New Draft Invoice or New Training, depending on the document type you want to create. Offisy only shows the types you're allowed to create.
4. Add one or more line items: Service, Course, Redeem Coupon, Create Coupon or Manual Position. You only see the item types you're allowed to add.
5. Assign a customer to the document. Depending on your settings, Offisy defaults to customer search or manual entry.
6. Choose the payment method from one of the tiles, for example Zahlungsziel (payment term), Bar (cash), Bankomatkarte (debit card), Kreditkarte (credit card), Gutschein (coupon), Teilzahlung (partial payment) or POS terminal. Custom payment methods also appear here if they're set up.
7. If you choose Zahlungsziel as the payment method, enter the desired term in the Payment term [days] field. Offisy suggests a value from your cash register settings.
8. If needed, choose the client (Mandant) the document belongs to.
9. Click Create.

If you choose POS terminal, partial payment or coupon as the payment method, Offisy takes you straight to the matching partial payment or terminal dialog. In every other case, the output view of the new document opens afterward.

Fig. 1An invoice with one line item, the payment method Zahlungsziel and a client, ready to create.

Common issues

• A document type is missing from the action button: You lack the permission for that type, for example fee note or training.
• A line item type or payment method is missing: You lack the matching permission. Contact someone with the right permissions in your company.
• The document can't be created: No customer is assigned. Assign a customer via customer search or manual entry.