In FitogramPro, you can create and send a perfect invoice with just a few clicks. But your settings must be right in order for the invoice to be perfect.
Every invoice you create must include your name, address, an invoice number, your tax number and, if applicable, your bank details, your logo and other texts. To adjust your invoice settings, proceed as follows:
Go to Settings > Accounting > Basic Settings.
Enter your tax number (and VAT ID number etc. if necessary).
(Optional) If you are exempt from VAT, click "Invoice text" next to the tax group with 0% and enter the reason, e.g. “the stated invoice amount does not include VAT according to Section 19 of the VAT Act.”
Click on "Apply" in the upper right-hand corner.
Go to Settings > Accounting > Invoice Settings.
Fill in name and address for the invoices to your customers.
(Optional) Adjust the Invoice Set-up.
Click on "Apply" in the upper right-hand corner.
Number sequence mask:
In the basic settings, the number range mask consists of IN for invoice, YY for the year and MM for the month. The hash (#) is replaced by a consecutive number. Invoices always start at 1.
Show Logo/bank account data on the invoice:
In this next point, you can determine whether your logo should be displayed on the invoice. The logo must be uploaded under Settings > Image Management > General. You can also enter the bank details to be displayed on the invoice.
Invoice opening/closing text:
You can customise your invoice under "Opening invoice text" and "Invoice closing text". For example, you can add extra information or address the customer directly. You can use the following placeholders:
Text for start of invoice: #FIRSTNAME# , #LASTNAME# to address the customer directly.
Text for end of invoice: #PROVIDERNAME# to add your studio name.
Sample Invoice
Here’s what your invoice may look like in the end:
You can find out how to create an invoice here.