You can determine when external partners can invoice you and how the release of an invoice needs to take place.
You can get to the invoicing settings through the menu. Then open the tab Accounting.
Bank Data & Accounting
Bank account:
Enter the business account of your company.
Accounting settings:
Activate the checkbox (Use accounting) and then click on "Save" if you want to define cost centers for your company. You can find more information here.
Invoice Settings
Monthly Invoicing:
If you set a checkmark here, your external partners can invoice you at the beginning of the month for all the completed tasks from the previous month. Alternatively, your partners can send you an invoice directly after the completion of a task.
Approval order:
Set up here how submitted invoices have to get approved. You have three different options:
- Invoice has to firstly get approved by the employee (Management) who created the assignment.
- Invoice has to firstly get approved by someone in the accounting department.
- The order of approval doesn’t matter.
Invoice forwarding address:
Invoices from external partners always end up in your Lano-account and get stored there. If you want invoices to automatically get forwarded, put in the email address in the designated field.
Additional text for invoices:
If you want invoices addressed to you to have a default tax rate or invoices to contain additional text, you can specify this in this section.
To save your changes click on "Update Settings".
