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Create an invoice from an order

Support › Documents

In short

By using the action menu (⋮) → «Create invoice». You choose the period, ForstControl takes over the recorded hours and items. Then you adjust the invoice in the editor and save it, print it or send it by email.

Here’s how it works

  1. Start invoiceOpen the order → Action menu (⋮) → «Create invoice».
  2. Choose options«All» or «Period,» year or quarter. «Lock hours» is preselected, with the option to «Group items» and «Group by date.» With «OK,» the invoice opens in the editor.
  3. Customize in the editor«+ Article», «+ Text field», «+ Free text position» or «+ Collection article». The VAT can be set per line.
  4. Conclusion«Save», «Print», or «Send by e-mail».
Tip: You set standard values for all invoices under Settings → Basic Settings → Documents a. company address, VAT number and bank details Settings → Basic Settings → License.

Common problems

There is no single switch for that. How to do it anyway: Employees and hours on the invoice.

On behalf of the Reiter «Time overview». You show the calculated hours with the switch «Calculated».

With Bexio or Exxas, the payment status is checked hourly. More information: Bexio and Exxas.

Video instruction

Video von YouTube

Beim Abspielen werden Daten an YouTube (Google) übermittelt.

Auf YouTube ansehen

More videos on the topic

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DocumentsAdjust employee and hourly rates on the invoice→DocumentsHandover invoices to Bexio or Exxas→Time recordingTime entry can no longer be edited→

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