Billing Settings
1. General
The Billing Settings tab contains configurations for the billing modules. This includes tax defaults, general ledger accounts, and contract settings.
2. Tax Selection Defaults (Position Block)
In this section, default values for tax rates can be configured. These defaults are applied when new billing records (offers, orders, invoices, etc.) are created.
| Field | Description |
|---|---|
| Default Tax Rate | Pre-selected tax rate for new positions (e.g., 19%, 7%, 0%) |
| Default Tax Type | Tax type (standard rate, reduced rate, tax-free) |
3. General Ledger Accounts (Sachkonten)
In the General Ledger Accounts section, DATEV general ledger account numbers can be stored for the various tax rates. These accounts are used when billing documents are exported to DATEV.
| Field | Description |
|---|---|
| Account 19% | General ledger account number for 19% VAT |
| Account 7% | General ledger account number for 7% VAT |
| Account 0% | General ledger account number for 0% (tax-free) |
| Account EU | General ledger account number for intra-EU supplies |
The general ledger account numbers must match the account plan configured in DATEV. Incorrect account numbers lead to errors during DATEV export.
4. Contracts (brainX APP only)
The Contracts section is only available in the brainX APP (not in brainX CRM). It contains settings specific to contract management.
| Field | Description |
|---|---|
| Contract Duration (months) | Default duration for new contracts |
| Notice Period (months) | Default notice period |
| Renewal Period (months) | Automatic renewal period after contract expiration |
| Billing Cycle | Default billing cycle (monthly, quarterly, annually) |