Finance

Quotes, invoices, contracts, products and templates.

25 articles

Convert a Quote into a Delivery Note or InvoiceAfter creating a quote, you can create a matching delivery note or invoice directly and import the booking line items with a single click.Working with Templates in UniventsAfter reading this guide you will know which template types exist in Univents, how the central Templates Hub organizes them, and where to create item templates, finance document templates, and layouts in detail.Export documents as a package (Excel list, PDFs, e-invoices)After this article you know how to download the documents of a period as a single ZIP — with an Excel list, all PDFs and the e-invoices — and what the last two columns of the list mean.BMD export: send invoices to accounting as a journal batchDownload outgoing invoices as a CSV journal batch for BMD NTCS: maintain accounts on products and contacts, set defaults, check the preview, hand the file to your accounting team.Compose a buffet or menu in a quoteBuild a buffet from your own products instead of typing it: pick dishes, assign courses, set a price per guest. It appears on the document as a single item with the course structure, without per-dish prices.DATEV export: send invoices to your accountant as a journal batchDownload outgoing invoices as an EXTF journal batch for DATEV: set the options, check the preview, understand which invoices are missing and why, hand the file to your accountant.Setting document numbers & pricing conditionsUnder Settings > Finance Documents you set the prefixes for your quote, invoice, delivery note, and credit note numbers, and control how the pricing condition popup is pre-filled for your entire team when adding line items.E-invoice (XRechnung) for invoices and credit notesAfter this article you'll know where to find the e-invoice (XRechnung XML) for an invoice or credit note, how to attach it to customer emails automatically, and what the 'e-invoice incomplete' note means.Financial Documents: Quotes, Invoices & Delivery NotesCreate, edit, send, and manage the status of quotes, invoices, and delivery notes directly within an event.Finance Document Templates: Create & UseAfter reading this article you'll be able to save a complete quote, invoice, or delivery note — including due date, clerk, and layout — as a finance document template and apply it to new documents with a single click.Item Templates: Create & InsertAfter reading this article you'll be able to save recurring positions as an item template and insert them into any quote, invoice, or delivery note with a single click.Internal invoice reminders (with a follow-up task)After this article you can send payment reminders to the customer, to your team only, or to both — and you know how the automatic follow-up task is created.Setting up the small business scheme (§ 19 German VAT Act)After this article you can switch your workspace to the small business scheme so quotes and invoices are created without VAT and carry the required note.Adopt a supplier quote into your own quote — with a markupAfter reading this article you'll know how to upload a supplier's quote (AV, catering, staffing) as a PDF or a photo, review the line items we read out, set a markup and adopt them into your own quote or invoice — with the cost price stored, so contribution and margin add up.Placeholders: which ones exist and where they applyAfter reading this you will know the three places Univents uses placeholders, how each one is written, where the full list lives, and why you cannot invent your own.Enter prices gross or netYou can enter prices either as net or as gross amounts. Univents derives the other side, and a gross price you quoted appears on the document exactly as promised. The setting applies to the whole workspace; a document inherits it when you create it and keeps it from then on.Creating & configuring productsYou know how to create new products of every type in the inventory, set prices, link categories and availability, and configure products for automations.Creating an invoice without an eventAfter this article you can issue an invoice straight from a contact, without creating an event first.Creating contract templatesAfter reading this, you'll be able to create, rename, and delete contract templates, and select a template when creating a new contract.Record consumption and bill the actual quantityAfter reading this you can set products to be billed by consumption, have your crew record the actual quantities in the portal, approve them, and adopt them onto an invoice in one click.Create, manage & sign contractsAfter reading this, you'll be able to create contracts, edit them, track versions, and invite recipients to sign electronically via eIDAS-compliant signature.Using the Template Library and Layout EditorAfter reading this article you'll know how to add a ready-made PDF template from the Template Library and adjust it to your design in the Layout Editor — font, colors, logo, pages, images, custom texts, and product categories, with a live preview.How do I create layouts for financial documents?Layouts for financial documents: build a Word template with placeholders (including downloadable templates and the complete placeholder reference), design colors and borders, and assign the layout to a quote or invoice.How do I get started with quote & invoice templates?After reading this, you'll know whether you need an item template or a finance document template, and where to find the detail article for the next step.Payment matching: import a bank statement & reconcile invoicesUpload a bank statement as a CAMT.053 file, have incoming payments automatically matched to open invoices, and mark them paid with one click.

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