The protocol is sent, the invoice is ready
The technician sends the protocol. In the office you open it, switch to the Invoicing tab and the invoice draft is already there. The customer comes from the client record including company and VAT numbers. The line items come from the protocol: work done, materials with quantities and devices. The delivery date is the visit date and the due date is calculated from your settings. Nothing is retyped into another program.
Prices are set in the catalogs
Prices live in the catalogs you already use for protocols. Materials and devices get a code and a selling price. In the Services catalog you set what is invoiced for each work type and subtype. The draft then carries the right amounts. An item without a price is flagged in the draft; add the price in the catalog or directly in the draft.
- Materials and devices: code, purchase and selling price, unit
- Services: price per work type or subtype
- VAT rates: a catalog with a default rate
Set up to match your company
In the invoicing settings you enter supplier details, the VAT mode, rates, number series for invoices and credit notes, the default due period and the texts on the document. The settings have their own permission. If you want to send documents to SuperFaktúra, set the credentials in Integrations and verify them with a connection test.
Issuing the invoice
The required details are checked before issuing. If the due date or the customer address is missing, you cannot issue until you fill them in. A missing VAT number on a company is only a warning. The issued invoice gets a number from the series and a variable symbol, it is locked and the protocol gets the Invoiced badge. You can download the PDF at any time. An issued document no longer changes; corrections are made with a credit note.
SuperFaktúra connection
You issue invoices in Deratix even without SuperFaktúra. If you keep your accounting there, you send the issued invoice with one button. An e-mail with the protocol PDF goes out together with the document. Amounts are calculated the same way as in SuperFaktúra, so both systems match. If the connection drops during sending, the document is not created twice. The protocol shows the In SuperFaktúra badge. Try the connection on a test account first and then switch to live.
Who sees prices and who invoices
Invoicing has five permissions: viewing invoices and prices, preparing drafts, issuing, sending to SuperFaktúra and settings. You assign them in the permission matrix. By default a manager or accountant invoices. Technicians see neither invoices nor prices and the Invoicing tab does not appear for them. Prices are not in the protocol stored on the phone for offline work either.
