Table of Contents

Introduction

The invoice management of foreknown offers an overview of all invoices in the form of a list. In the detailed view of an invoice all required actions like update basic data, add introductory and closing text, add positions and discounts and copying and printing invoices are available.

Invoices can be accessed through the menu item "Billing / Invoices" as a user with the role "Accountant".


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Manage Invoices

Below you will be introduced to all the functions available in the Invoice Management section.

Search Invoice

If you open the "Invoices" dialog, you will see the following:

Invoices - List and Search


In the upper part of the dialog is the search field and the "+ New" button. Below this area, all invoices that have already been created are displayed in the form of a pageable list.

If you now enter a search term in the input field, the list will only show the invoices that contain the entered search term in the title or invoice number. In this way, individual invoices can be found quickly.


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Filter Invoices

In addition to the search function, invoice management also offers a filter dialog. A filter dialog in foreknown is always located on the right side as a fold-out dialog. The filter dialog can be expanded and collapsed by clicking on the button with the three dashes above the list on the left.

The following filter options are offered for invoices:

  1. Period: Here you can freely select a period from which invoices will be displayed.
  2. Customer: One or more customers can be searched and selected via a field with auto-completion.
  3. Order: One or more orders can be searched and selected via a drop-down field with auto-completion. All invoices are displayed that have invoice positions resulting from services or additional services of the selected orders.
  4. Status: One or more statuses can be selected via a field with auto-completion.

The action "Apply" displays all invoices in the list that match the filter criteria. The "x" action removes all filter settings and the list shows all invoices again. The "Reset" action (icon: arrow in a circle) discards all changes that may have been made to a saved filter.

For general information about the filter options, see also the chapter Basics: Filters.


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Create Invoice

To create a new invoice, click on the "+ New" button located at the top right of the search box. This button will open the "Create Invoice" pop-up dialog.

Invoice - Create Invoice


  1. Invoice Date: From a calendar, the creation date of the invoice can be selected.
  2. Customer: From an auto-fill field a customer must be selected. With the "+" in the line, a new customer can also be created directly.
  3. Reference Number: Here a reference number can be entered manually. This is usually a number provided by the customer and serves the allocation on the part of the customer.
  4. Title: Here a title for the invoice can be assigned.
  5. Service Period: Defines the period for which services will be billed in this invoice. When creating an invoice via the invoice assistant, the period selected there will be included in the invoice.
  6. Currency: Here a currency must be selected from an auto-fill field.
  7. Payment term: This field is only activated after a customer has been selected. Here, the duration in days is specified in which the customer should have paid the invoice.

If you click on the button with the round "arrow" symbol, all data in the dialog will be reset to the initial state. To cancel the process, click on the "Cancel" button.

Click on the blue "Save" button to create the new invoice and return to the list view. The newly created invoice now appears in the list with the status "Draft" and can be selected for further processing. Invoices in the status "Draft" can still be edited completely. Only with the action "Finalize Invoice" an official invoice is created and an invoice number is generated.


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Edit Invoice

When switching to the detail view of an invoice, all master data and actions, that change the status of an invoice, are displayed in the upper area. The properties of an invoice can be edited via an "Update Invoice" popup dialog. This is opened via the button with the pencil icon, which is always located at the top right of the detail view.

Rules - list and search


For details on the input fields see Create Invoice.

The "Save" action saves the changes made to the invoice. The "Reset" and "Cancel" actions discard the entries, and in the case of the "Cancel" action, the dialog is closed.

The fields "Address", "Responsible" and "Template" can be edited directly by clicking on the pencil icon next to the corresponding field in the detailed view.

Furthermore, for invoices that have invoice items generated on the basis of service entries, a link "Show Services" is displayed below the invoice name. This link leads directly to the list of service entries on which the selected invoice is based.


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Create Invoice Position

In the bottom half of the detail view, you can see the invoice position.

Invoices - Overview


Clicking the small "+" next to "Positions", or the "Add Position" link will open the "Create Invoice Position" dialog.

Invoices - Invoice Position


  1. Title: The title of the position is entered here.
  2. Description: A more detailed explanation of the position can be entered here.
  3. Amount: Here you have to enter the quantity of the selected unit.
  4. Unit: From a drop-down list you have to choose between "piece", "hour", "day", "month", or "flat rate".
  5. Price/Unit: Here the price of a single unit is indicated.
  6. Tax Rate: A VAT rate must be selected from an auto-fill field.

With the action "Save" the invoice position will be saved. With the action "Reset" and "Cancel" the entries are discarded and in case of the action "Cancel" the dialog is closed.


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Edit Invoice Position

A created invoice position can be edited as long as the invoice is still in draft. Below the title of an invoice item, various actions are offered in the form of small icon links.

  1. Pen Icon: Clicking on this icon opens the corresponding invoice position in the "Update Invoice Position" dialog. All properties can be changed as already described under Create Invoice Position. can be changed.
  2. Copy-Icon: Clicking on this Icon will open the "Copy Invoice Item" Dialog.
  3. X-Icon: A click on this icon opens the dialog "Delete Invoice Position". With the action "Delete" the current invoice position will be permanently deleted.
  4. Label-Icon: A click on this icon opens the dialog "Edit Position Discount". See Position Discounts
  5. Chart-Icon: A click on this icon opens the "Service Entries" dialog and displays already the filtered service entries for this invoice and invoice item. This action only appears if the invoice item is based on service entries.

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Copy Invoice Position

An existing invoice item can be copied, provided that the invoice is still in a "draft" status. Click on the copy icon behind the title of the position to be copied to open the "Copy Invoice Position" dialog. This dialog shows all position data of the selected position in order to adapt them for the new position. See also the descriptions under "Create Invoice Position" {#create-invoice-position}.

Copy Invoice Position


In addition, a checkbox "Apply discounts" is offered. Activate this checkbox if discounts of the selected invoice line invoice item are to be included in the new invoice item.

With the action "Save" the new invoice position is created with the corresponding values. With the action "Reset" the values specified from the selected invoice item are restored. The action "Cancel" cancels the copying process and closes the popup dialog.


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Deposit Discounts

Discounts can also be stored in an invoice. These discounts can be applied to individual positions as well as to the entire invoice.

Position Discounts

Clicking on the "Label" icon behind the title of an invoice position opens the "Edit Position Discount" dialog. This allows you to enter a discount in the form of a percentage value or a fixed amount.

Invoices - Position Discounts


Percentage values can be > 0 and <= 100. For a fixed amount, you can enter all values > 0. If the value is greater than the value of the position, it will result in a minus value, which is equivalent to a credit.

You can see if a position contains a discount by the fact that on the one hand the "Label" symbol is displayed in green and on the other hand the discount is displayed in green letters below the title.

If you want to delete a position discount, you can also do this via the "Edit Position Discount" dialog. By clicking on the red "Delete Discount" button, which appears next to the "Save" button, as soon as a position discount exists, the discount will be removed immediately.


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Total Discount

Clicking on the "Add Discount" link opens the "Edit total Discount" dialog. Since multiple total discounts can be specified, a descriptive name for the total discount must be specified first, e.g. "10% loyalty discount". Total discounts can also be specified as a percentage or as a fixed amount.

Percentage values can be > 0 and <= 100. For a fixed amount, you can enter all values > 0. If the fixed amount is greater or even the total of discounts is greater than the invoice total, it will result in a minus amount, which is equivalent to a credit.

Invoices - Total Discounts


You can see if a total discount has already been deposited by the entries that appear below the "Total Net". A "Total Net incl. total Discount" is then also displayed.


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Edit Notes

Notes can be added to an invoice, e.g. from communication via telephone or e-mails, in order to document important information chronologically. Since notes are used in many areas of foreknown, you can find a detailed description of this functionality at Getting Started / Basics / Notes


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In order to print an invoice, a template must be assigned to it. Click on the "Print (Preview)" button in the detail view at the top right. This will automatically download the current invoice as a PDF document.


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Delete Invoice

An invoice can only be deleted if it is still in "Draft" status. All invoices with a more advanced status have already been assigned an invoice number and may not be deleted to ensure a complete traceability.

To delete an invoice in the "Draft" status, click on the "Delete Invoice" button in the top right corner of the detail view. This opens a confirmation dialog, which is closed with the action "Delete". After that, the invoice is irrevocably deleted, and you return to the overview of invoices.


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Copy Invoice

An existing invoice can be copied from the detail view via the action "Copy invoice". A dialog opens to allow settings to be made for the new invoice.

Copy invoice


  1. Invoice Date: A new invoice date can be selected via a date picker dialog.
  2. Reference Number: The reference number of the invoice, which is usually named by the customer, can be adjusted.
  3. Title: The title should be adapted so that the new invoice can be clearly identified.
  4. Take over Customer Data: A checkbox can be used to determine whether the customer data should be taken over for the new invoice.
  5. Take over Discounts?: A checkbox can be used to determine whether the item and total discounts of the selected invoice should be taken over for the new invoice.

With the "Save" action, the new invoice is generated with the corresponding values in the "draft" status and can be edited directly. The "Reset" action restores the values specified from the selected invoice. The "Cancel" action cancels the copying process and closes the popup dialog.


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Change Invoice Status

Invoices can have different statuses that make it clear where an invoice is currently in the process and what actions are possible. All statuses and the possible actions are shown below.

Invoices - Status Overview


Each invoice is initially created with the status "Draft". This status still allows for full editing and deletion of the invoice. Furthermore, these invoices have not yet received an invoice number from the associated number range. Once the invoice has been completed, it can be finalized (see Finalize Invoice).

If a final invoice has been dispatched to the customer and the customer has paid, the invoice can be set to "paid". However, if the invoice was incorrect, it can be cancelled again.


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Finalize Invoice

This action assigns an invoice number to an invoice and sets the status to the final state. A pop-up dialog will open to indicate whether all conditions for finalization are met.

The following conditions must be met to "Finalize" the invoice:

  1. Template: An invoice template is needed to generate the print version.
  2. Invoice position: At least one invoice position must have been created.

Furthermore, notes on missing information are given:

  1. Title: A title for the invoice should be stored so that the invoice can be better identified.
  2. Introductory text: An introductory text can be entered in the overview area.
  3. Closing text: In the overview area a closing text can be entered.

If "Finalize Invoice" is clicked in the pop-up dialog, the invoice status will be set to "Final".

NOTE: This action cannot be undone.


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Dispatch Invoice

When an invoice has been sent to the customer, the status can be set to "Dispatched". This can be achieved by clicking on the green "Invoice dispatched" button. A pop-up dialog will open where the action must be confirmed.

Once the status is set to "Dispatched" the invoice can only be set to paid, cancelled or printed.

NOTE: This action cannot be undone.


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When an invoice has been paid by the customer, the status can be set to "Paid".

This can be achieved by clicking on the green "Invoice paid" button. A pop-up dialog will open where the action must be confirmed with "Invoice paid".

Once the status is set to "Paid" the invoice can only be cancelled or printed.

NOTE: This action cannot be undone.


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Cancel Invoice

An invoice can be cancelled, if necessary, by clicking the red "Cancel Invoice" button in the detail view. If the invoice status is "Cancelled", the invoice can only be printed.

NOTE: This action cannot be undone.


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