Content of this article
- Preliminary Notes
- Template
- Settings
- Text
- Payment Term Bill Payer
- Example of Usage
1. Preliminary Notes
The layout of the invoice generated via plenigo can be defined in the invoice settings. The preview gives an approximate impression of the arrangement of the texts. It is recommended to check a newly created invoice template by test purchases.
To make changes to invoice templates, the editing mode is activated via the "Edit" button.
Fig: Overview of the invoice settings
2. Template
Here you have the possibility to define the layout of the invoice template:
Logo: Here you can insert the desired logo for the invoice header.
Sender address line: The sender address is displayed in a line, above the address in the letter window.
Text 1: A greeting message can be added here.
Text 2: With input in this field, a closing message will be added.
Footer column 1-4: Here you can define what should be displayed in the footer. The footer area is divided into four columns, depending on the selection of the column, the defined text is displayed in the corresponding column.
Fig: Editing mode of the template
3. Settings
In this tab, the start number for the invoice numbering can be entered in the "General Invoice Settings".
Note: Once set, this can no longer be changed.
Here you can define whether recurring invoices should be sent to customers or not. Basically, customers will receive an email confirmation and the first invoice when they purchase. "No recurring invoices sent to customers" can be activated for customers of a daily subscription, for example. They will then receive a confirmation and the first invoice only initially when they purchase by e-mail, but not every day, i.e. at every automatic renewal.
Creditor ID: The creditor ID is displayed to the customer on each SEPA mandate.
Fig: General invoice settings
Furthermore, below "Settings for the Electronic Invoice" you have the option to have XInvoices, i.e. invoices in XML format, generated. This form is a reliable basis for the exchange of electronic invoices from and with german administrations and complies with directive 2014/55/EU in germany. For each invoice generated in plenigo, we then additionally generate a standardized XML invoice. This can be easily retrieved via the API endpoint https://api.plenigo.com/api/v3.0/invoices/{invoiceId}/xml.
To use this feature, fill in the mandatory fields (all of them) and confirm your entries by clicking on "save". The data entered here will not be visible to the end user.
Fig: Settings for XML Invoices
4. Text
All texts stored here are intended for non-residents and are used, for example, in the "Reverse Charge Procedure".
Basically, the VAT ID and the country specified in the delivery address are relevant for determining which text is used. In addition, the tax type selected in the offer creation determines whether it is a delivery (for example, a book) or a service (for example, a digital product).
Fig: Textfields
5. Payment Term Bill Payer
Under this tab you can individualize texts for the pdf invoices for the payment target. You can formulate different texts/payment targets for B2C and B2B, if the invoice payment type is enabled and selected, these will then be printed on the invoice.
6. Example of Usage
The following adjustments were made in the plenigo backend (view in edit mode):
Fig: Settings for invoice layout in the backend
Fig: Example Invoice
The information framed in green is:
(6) on the left side, the public product designations, with additional information on the accounting period.
(7) the tax based on the selected tax type
(8) on the right side, the prices from the price sheets for the individual products as specified in the offer creation