Set up default descriptions for invoices

Default descriptions are often used when booking invoices. At accounting record level you can set a default invoice description for purchase invoices and sales invoices. You can do this with so-called ‘labels’.

Go to the cogwheel and go to ‘Accounting records’. Click on the magnifying glass behind the relevant accounting record and go to ‘Settings’. Here you can set the default description for purchase and sales invoices.

Select the labels you want to use in the dropdown. These will then be placed in the field next to it.

Set up default descriptions for invoices

What are labels?

At the accounting record settings you can insert labels and set them as the default description. These labels relate to a field that is determined in the Check and processing screen and are displayed in the description field. When you send the booking to the Confirmation phase or the accounting system, these labels will be converted to the value entered in the corresponding fields.

The following labels can be used and only work if the text is enclosed in square brackets:

  • [crediteurcode] – code of the creditor
  • [crediteur] – name of the creditor
  • [debiteurcode] – code of the debtor
  • [debiteur] – name of the debtor
  • [factuurnummer] – invoice number
  • [factuurdatum] – invoice date
  • [maand] – month of the invoice date
  • [periode] – period of the invoice date

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