Document for invoice abbreviations/correction invoice
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Pfeffer, Larissa
In the previous old system, it was possible to create a document for the invoice reduction. This document contained all relevant information, such as the original invoice amount, the amount already paid and the outstanding balance. In addition, information about the project and the client was provided, as well as an indication as to whether the claim still exists or whether the invoice is considered to have been paid in full. The created document could then be uploaded to DATEV and made available to the tax advisor.
You cannot issue a corresponding receipt in Projo. It should be possible to generate a corresponding invoice reduction document directly in Projo. Alternatively, the reduction could be presented in such a way that a screenshot is suitable as a substitute, which can then be made available to the tax advisor.
Here is an example of what the document could look like.
Arne Semmler
Am I reading it correctly that this is not about an invoice correction at all, but about a change in a discount that you request from your customers? After all, a discount is not an invoice in the accounting sense. So it's about outgoing invoices (the rarer case in the planning office) and discount requirements for customers (the most common case)?
Or are incoming invoices from subcontractors meant?
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Pfeffer, Larissa
Arne Semmler
Thanks for asking! In fact, it is not a question of adjusting discount requirements, but about creating a document for an accepted invoice reduction for final, partial or individual invoices. The reason is that this document should contain all relevant information (original invoice amount, abbreviated amount, remaining claim, etc.) so that the reduction can be correctly represented in DATEV.
The example is generally correct, only the title is misleading. Instead of “advance invoice,” it should say “Correction to final invoice number 1234 dated xx.xx.xxxx.”
In our old system, it was possible to generate such a document, but in Projo we still lack this function. We would like to create a solution where you can either generate such a document or at least get a presentation that is suitable as a screenshot for the tax advisor.
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Johannes Schmidt
Pfeffer, Larissa So we usually get this from our client, who cuts the bill. We then forward this check/correction document to the tax advisor as proof, with a note that the claim for the reduced sum no longer exists. I then save the audit invoice as a PDF document with the invoice so that everything is comprehensible.
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Pfeffer, Larissa
Johannes Schmidt
Thank you so much for your message.
However, I have another question about your process: Do you receive a completed check/correction invoice from your client, which you provide him with beforehand as a blank template? Or will you receive the reduction directly on the existing invoice (e.g. with a note or stamp)?
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Johannes Schmidt
Pfeffer, Larissa We receive the correction directly on our invoice, usually in red letters from the AG or the project manager.