Standard description in the invoice head and lines (touchless invoice processing)
Standard description in the invoice head and lines
Our goal is for our users to spend as little time as possible in the software. Of course, this also includes encoding an invoice as quickly as possible, preferably even completely touchless. One of the functionalities that contributes to this is automatically filling the invoice description and then copying it to the invoice lines if necessary.
This option can be applied in both the administration and the relation settings. In this example we will explain the setting in the administration. If you want to have more flexibility and set special values per relationship, use the functionality in the relationship settings.
In the image you see the functionality 'apply standard description in the invoice header'. This is also sometimes called 'apply your payment reference by default in the invoice header'. Choose 'Always' if this setting is leading, then the chosen description will be applied to every invoice. Select 'if empty' if the description should only be applied if the description from the invoice is empty. You can then choose how the description should be filled. You can set this using so-called tags. If you always want to build the description from the creditor name and invoice date, select the relevant tags under the 'Standard description in the invoice header' field. When you now select 'Save', the new description will be applied to the new invoices.
Automatically copy description from the header into the invoice lines.
In the Configuration settings* you can make the process of automatically applying descriptions even simpler. At Configuration settings > Invoice processing > 017 Copy this invoice header field value to description field at line level you can choose to copy the description (Our payment reference) applied in the header to the description at invoice line level. You can of course also simply use the functionality in the administration or relation to create a standard definition for the description, but the advantage of this configuration setting is that when you adjust the description in the header, the description in the line is also automatically adjusted.
* Please note that the configuration settings are only visible with the correct permissions settings.
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