Tips for accounting and billing: This is how billing goes

Work well, plant 500 trees! make the Working World more Human and Ecological, so we donate Revenue for Certified Afforestation. As Publisher Best of HR - Berufebilder .de® with a unique Book Concept, on Demand eCourses and News Service we share 15 years of Experience with our Customers (Samsung, Otto, State Institutions). By the Top 20-Blogger Simone Janson, referenced in ARD, ZEIT, WELT, Wikipedia .
Copyright: Artwork created by Simone Janson | Best of HR®

Billing is the process by which an invoice is brought into the legally prescribed form. What do you have to consider?

Best of HR –®

The most important help on billing

A lot has already been said about the invoicing. However, mistakes happen when it comes to this issue. This often depends on the lack of knowledge of the parties involved.

For example, the term billing is often equated with the term “accounting”. This is not wrong, but it falls short. Invoicing is the process by which an invoice is brought into the legally required form.

Minimum requirements for accounting

It is therefore important to note all data on the invoice that is mandatory. These minimum requirements are:

Tip: Text as PDF (please read the instructions!) or to this text complete eCourse Download. Actions or news via Newsletter!

  • The tax number of the accountant
  • The bank connection
  • Name and address of both the creator and the recipient of the invoice
  • A list of all delivered goods or services carried out at the net price
  • The tax rate used for the invoice
  • The gross amount
  • The date of the invoice creation
  • The agreed terms of payment
  • A logical (continuous and unique) invoice number.

Pre-and post-invoicing: What is to be recommended?

The terms “pre-invoicing” and “post-invoicing” are frequently encountered in the literature. In e-commerce, for example, “pre-billing” is the order of the day.

This describes the process that the invoice is placed before the actual processing of the customer order. For example, a customer ordered ten pairs of shoes.


At the pre-invoicing the invoice is first written, only afterwards the shop employee packs the package and sends it on the trip. It is exactly the opposite of the invoicing.

In the case of standard orders, pre-invoicing is recommended because it is a kind of instruction for the subsequent processing of the order. It specifies who gets what is needed and thus simplifies the execution.

retrospective invoice

However, if an order is a tailor-made service or if it requires several work steps which are not (at least partially) standardized, then the invoicing is advisable in order to be able to record and calculate all the services performed.

Tip: Text as PDF (please read the instructions!) or to this text complete eCourse Download. Actions or news via Newsletter!

The replenishment therefore requires a logging of the work steps: What has been done? How long did the individual steps take? What materials were consumed?

Special software for billing: Yes or no?

Most companies now rely on software solutions to write invoices. The case that an empty Office document serves as the basis for billing and is subsequently described individually has become an absolute exception.

The use of specialized software is advisable because it works with masks where the legal requirements are already filled out or automatically queried (eg addresses).

Sample calculations simplify the workflow

In addition, it is possible to create different sample calculations relatively easily: shops usually have only to exchange address, product name and price, but can use the same invoice again and again.

High-quality software solutions make it so easy to "move the data back and forth" very easily.

Tip: Text as PDF (please read the instructions!) or to this text complete eCourse Download. Actions or news via Newsletter!

Software for billing: You have to pay attention to this

When selecting the right program, however, two points are of particular importance: First of all, this should be personalized. This is what has been said before:

You must be able to create and save certain sample calculations easily. In addition, it is important that such a software solution works intuitively. This means that employees can learn how to use them, so that no (lengthy and costly) training processes are necessary.

More information on billing

Further information on this topic can be found

More knowledge - PDF download, eCourse on demand or personal advice

Offline download: Download this text as PDF - Read usage rights, Because we do not automatically submit the title of this text for privacy reasons: When buying in "interests" the title register if support is needed. After buying text exclusively Download at this URL (please save).

3,99 Book now

Your eCourse on Demand: Choose your personal eCourse on this or another desired topic, As a PDF download. Up to 30 lessons with each 4 learning task + final lesson. Please enter the title under "interests". Alternatively, we are happy to put together your course for you or offer you a personal regular eMailCourse including supervision and certificate - all further information!

19,99 Book now

Consultant packages: You want to increase your reach or address applicants as an employer? For these and other topics we offer special Consultant packages (overview) - For example, a personal phone call (price is per hour).

179,99 Book now

You want to comment here? Please the Debate Rules comply, contributions must be unlocked. Your eMailAddress remains secret. More information on the use of your data and how you can counter this can be found in our Privacy Policy.

  1. To follow debate on this post
  2. All debates follow

Post a Comment

Your email address will not be published. Required fields are marked with * .

JaI would like to be regularly informed about the latest promotions & offers Newsletter be informed.

I hereby accept the Debate Rules and the Privacy policy with the possibility to contradict the use of my data at any time.