Settle offers
Lesedauer: 5 Minuten.
If you want to settle offers created in QuoJob, go to the "Jobs" module. Wähle den gewünschten Job aus und klicke auf den Reiter "Traffic". Dort findest du alle erstellten Dokumente des ausgewählten Jobs, einschließlich deiner Angebote. Du hast zwei Möglichkeiten, deine Angebote abzurechnen:
1. You can open the offer you want to settle and set the button at the end to "assigned". This will take you to the print dialog. At the top left you will see the item "Invoice proposal". If you click on it, the billing mask will open. You have the choice to invoice the whole offer or only parts of it. The invoice or the billing proposal will be displayed and you can adjust contact persons or other parameters if necessary. Die Leistungsarten werden genauso angezeigt wie im Angebot, markiert mit einem blauen "F". Dies bedeutet, dass sie zur Fakturierung markiert wurden. At the bottom, depending on your access rights, you have the option to create a billing proposal or to bill directly. The difference is that the billing proposal is a preliminary invoice and has not yet generated an invoice number. Dadurch ist er noch änderbar. It is recommended to create a billing proposal first, have it checked, and then bill it.
2. The other way to invoice a quote is via the "Outgoing Invoice" item. You can find it on the right side of your job under the "Invoice" tab. It's best to drag the outgoing invoice under your favorites star to access it quickly. When you open the outgoing invoice, you'll find the "Bill Quote" item on the right half. In this dropdown menu you will see all offers that you can invoice on this job. After the selection the mask appears again, in which you are asked whether you would like to account for the entire offer. The rest of the process is the same as in variant 1. You can choose an outgoing invoice or a billing proposal and settle it that way.