Rechnungen aus einem Leistungsverzeichnis erstellen

Overview

The video is a tutorial on creating invoices in Ida from a service specification within a project.

Main steps / workflow

1. Go to the service specification of a project.
2. Select a source document such as draft, offer, or order service specification.
3. Open it using the red magnifying glass.
4. Choose which items to bill:
   • Select all items using the top checkbox.
   • Click “Select and create invoice.”

Key invoice data to configure

Recipient selection

• Choose the project contact marked with “Invoice Recipient.”
• If the invoice recipient changes, it’s recommended to copy payment terms from the new contact using the red coins icon.
  • Note: Copying payment terms works only if the contact actually has payment terms defined.

Required fields

• Internal contact person: must be selected for the invoice.

Additional fields mentioned

• Service period
• Paragraph 13b
• Security deposit
• Discount

“Paragraph 35A” options

• Whether the long description of services is printed
• How invoice item numbers are formatted

Editing and text templates

The invoice can be modified for cases like:

• Customer-identified defects
• Agreed reduced invoice amounts

Also, select default invoice texts as part of the setup.

Saving and PDF creation

• Click Save to create the invoice in draft status.
• Click “Create invoice as PDF” to generate a PDF via an input form where you can set:
  • Whether to generate a draft invoice (frequently used)
  • Invoice date
  • Whether to include long descriptions
  • Whether to show overall item totals as a summary element (“Show totals”)

Accounting automation / integration

• Option to automatically generate an accounting record.
• This is useful when sending outgoing invoices directly from Ida to Datif, avoiding manual entry of outgoing invoices in the accounting system.

Speakers / sources

• Lenard (speaker; narrator/host of the tutorial)