4 Mandatory information for a collective invoice | Sample template

In a collective invoice, Settles multiple customer orders on a single invoice. In general, a collective invoice should be used if the respective Customer permanently orders abandons and these must then be billed at periodic intervals. Collective invoices are therefore the means of choice in conjunction with Subscription orders.

Why should a collective invoice be created?

Why send multiple individual invoices to the customer? It is easier to use a collective invoice to regular orders or combine deliveries in an invoice. The two decisive Savings benefits a collective invoice: On the one hand, you save processing time by creating a collective invoice. On the other hand, a collective invoice also causes fewer bookings and therefore booking fees for the bank and customer account, as if every single invoice has to be posted.

An example of a collective invoice

In one month, your customer orders a wide variety of products several times. Accordingly, all ordered and delivered products are summarized in the associated collective invoice and then charged to the customer.

What must a collective invoice contain?

The following 4 Details must at least be included on the collective invoice:

• The sum of charges
• The sum of sales tax
• The billing period
• The order quantities per product — because this results in the remaining mandatory information for invoices.

Tip:

So that an invoice is legally compliant and from tax office is accepted, do you have to Mandatory information on your invoice note. Freight pilot Does she, of course, provide a corresponding template free of charge, which saves you time and money.

Does the service or delivery date have to be on the collective invoice?

Here is the answer “yes” — because according to the Sales Tax Act The performance or delivery date must be on the collective invoice — or on every invoice. Otherwise, the customer risks his input tax deduction.

Delivery or service date: What is that?

For goods: delivery date

When goods are delivered, the time of delivery is generally considered to be Delivery date. Should goods therefore come from a third party, for example a Dispatch service are shipped, then the shipping date is decisive in this case.

For services: service date

If you work as a service provider, it is recommended that you make an acceptance appointment with customers is agreed. This date is then also considered the time of service provision.

The service date is therefore actually not relevant for you as a retailer or grocer. However, it is listed here for completeness and differentiation.

The delivery date or service date must be correctly stated on the invoice

The customer must always be able to clearly determine the time of delivery or payment of the collective invoice. Even if the delivery date is the same as the invoice date, but in this case it is okay if there is a general note in place of the delivery date, such as “Service date equals invoice date.”

It is generally true that the date of delivery or service does not have to be specified exactly on the day. It is quite sufficient if a monthly statement is provided on the invoice, such as “Deliveries in October 2022” and then the corresponding delivery notes are included with the collective invoice.

But watch out! Sometimes it's worth choosing the date wisely. Because depending on which time frame the delivery falls within, for your direct marketing With “target taxation”, the amount to be deducted sales tax be due to the tax office sooner or later.

In addition, with a collective invoice, it is also possible to refer to the delivery notes. However, a clear name must then be used here. For example, a reference to the corresponding Delivery note number.

In summary, there are 4 options for specifying the delivery date on the collective invoice:

• Provide a delivery note or date of service
• A general note: Service date corresponds to invoice date
• Reference to the delivery note, which contains the date of delivery
• Reference to the delivery note date of the delivery note that does not contain the delivery date: The delivery note date corresponds to the delivery date.

Whether the service date or delivery date is written is not legally important, but the delivery date usually refers to the actual delivery of the goods.

Conclusion:

As you have seen in this article, collective invoices are a real time and cost saver. Naturally supported FrachtPilot both individual invoices and collective invoices. And even the new requirements E-billing/ZUGFeRD.

And the best part: You can set the desired billing interval for each customer. For example, every week, every 2 weeks, every 4 weeks or irregularly. All orders from FrachtPilot to the corresponding Collective invoice summarized. Of course, taking into account the necessary information mentioned above. It couldn't be easier!

In summary: With FrachtPilot Do you get THE ultimate ERP-Software. This is how you can easily and immediately put collective invoices into practice. Ooooo: FrachtPilot Is there to a unbeatable prize. FrachtPilot monthly rent. Cancel anytime.

So what are you waiting for? Easy with FrachtPilot Get started - we We are looking forward to thee!