Billing the firm's clients: price list, fee calculation and invoices for services

The "Firm billing" tab helps you invoice clients for accounting services based on data that is already in the system. It is available to the owner and the account manager.

Pricing

• Default price list: monthly subscription plus a fee per document, employee and return.
• A client's own price list overrides the default one entirely.
• You enter amounts net, together with the VAT rate for the invoice.

Monthly calculation

For the selected month, we count each client's issued sales invoices and purchase invoices (excluding drafts and cancelled ones), active employees, and approved or filed VAT returns. We multiply the result by the rates from the price list. Amounts are in grosze, with no rounding.

Proposed invoices

1. Create proposals for the month. Creating them again refreshes unapproved ones and does not touch approved ones.
2. The accountant approves the proposal or rejects it.
3. Approval creates a draft sales invoice in the current company (the firm is the seller), with a counterparty created from the client's details.
4. You issue the invoice in the Sales invoices module like any other: numbering, KSeF and posting work as usual.

Firm revenue

The "Revenue" tab totals approved net proposals by month and client and shows how much is still awaiting a decision.