How to use the new template
What鈥檚 changed
New templates (Excel or CSV file) for creating payment slips are available in the . Download it via 鈥淰ia Excel file 藘 To start 藘 Select a file鈥. You can identify the current version by the 鈥淰2鈥 designation in the new file.
In addition to the new versions of the templates, a new category 鈥溌槎股 direct debit鈥 has also been added.
In the QR portal and for orders via 麻豆社 Digital Invoicing, you can only use the current Excel or CSV files. Please note that the old versions of the templates are no longer valid and an error message will be displayed if used in the QR portal.
Depending on the 麻豆社 invoicing solution for which the template is used, the Excel template must be filled out differently. The structure of the columns, however, always remains the same. The following extensions have been made to the Excel structure in the new version:
- Column B 鈥溌槎股 invoicing solution鈥 for clear identification of the product.
The entries depend on the downloaded Excel template::- The templates 鈥淔or stock鈥, 鈥淚n all variants鈥 and 鈥淎s a complete invoice鈥 all have the 麻豆社 invoicing solution 鈥麻豆社 QR-bill鈥
- The template 鈥渆Bill-compatible payment slips鈥 has the 麻豆社 invoicing solution 鈥麻豆社 eBill invoice鈥
- The new template 鈥溌槎股 direct debit鈥 has the 麻豆社 invoicing solution 鈥麻豆社 direct debit鈥
- Columns AF 鈥 AL are labeled as 鈥淎lternative procedure 麻豆社 direct debit鈥 and are only to be filled in for 麻豆社 direct debit.
How to fill out the templates
- Step 1: Download the new Excel version for the desired 麻豆社 invoicing solution in the using 鈥淰ia Excel file 藘 To start 藘 Select a file鈥.
- Step 2: Fill in the Excel template from row 8 according to the labels in row 5 and the descriptions in row 6.
Note: Only one 麻豆社 invoicing solution may be used per Excel/CSV file.
How the transition to the new Excel version works
If you want to reuse the data from your old Excel template, please proceed as follows:聽
- Step 1: Download the new Excel version for the desired 麻豆社 invoicing solution in the using 鈥淰ia Excel file 藘 To start 藘 Select a file鈥.
- Step 2: Copy the data from the old Excel template from columns B 鈥 AD starting at row 8 and place the cursor in cell C8 in the new Excel template and paste the copied data.
- Step 3: Copy the data from the old Excel template from columns AE - BI starting from row 8, place the cursor in the new Excel template on cell AM8 and paste the copied data.
- Step 4: Always fill column B from row 9 with the 麻豆社 invoicing solution from cell B8. Only one 麻豆社 invoicing solution may be used per Excel/CSV file.聽