Finance in job management

On the three hierarchy levels of project management (Kunde, customer account and job) you can, in the "Finanzen" tab, view all relevant financial documents and the associated payments .

The view is structured into the three sections estimate, invoice and credit invoice. In each section the financial documents are displayed row by row with the relevant information. By clicking on a row you can jump to the respective financial document.

For an estimate the following information is displayed:

• Status: indicator shows whether and which portion of the estimate budget has already been billed

• Date

• Subject

• Number

• job

• Address

• Amount: net amount of the estimate

For a invoice the following information is displayed:

• Status: indicator with three states:

  • in progress

  • sent/overdue

  • paid

• Invoice date: incl. display of invoice type (progress invoice, final invoice)

• Subject

• Invoice number

• job

• Billing address

• net

• gross

For a Credit invoice the following information is displayed:

• Invoice date

• Subject

• Invoice number

• job

• Billing address

• Status

  • in progress

  • sent

• Payment

  • open

  • paid

  • cancelled

• net

• gross