Header section

In the header section of customer documents in AbaNinja (such as quotes, orders, invoices, credits, delivery notes, and recurring invoices), you have various fields available that are relevant for the creation and management of the documents. These fields are standardized, but can be partially customized or hidden.

The following fields are available in the header of the documents

• Document date:
  Every document has a main date, which is referred to differently depending on the document type (e.g. invoice date, quote date, order date). This date is a mandatory field and forms the basis for further deadlines such as due date or validity.
• Due date (invoice, credit):
  The due date defines when the invoice or credit must be paid. It can either be manually set or automatically calculated based on the payment terms set in the settings.
• Valid until (only quote):
  For quotes, a validity date can be set, up to which the offer is binding. You can manually choose the date or have it automatically calculated with the quick buttons (+10, +30).
• Delivery date (order, invoice, delivery note):
  The delivery date indicates when the goods or service will be delivered or has been delivered. This field is optional and can be filled in as needed.
• Document number according to numbering series:
  Each quote, order, invoice, etc. automatically receives a consecutive number according to the numbering series defined in the settings. This ensures clarity and traceability of all documents.
• Reference:
  The reference field is available in all document types and can be used for internal or external references (e.g. customer order number). The reference is printed on the document upon request.
• Bank account (order, invoice):
  For orders and invoices, you can select a bank account. This will be displayed on the document and serve as information for the customer for payment.
• Free fields (up to 4 additional fields):
  In the settings, you can activate up to four additional fields that you can name and fill in individually. You control the output of these fields on the document in the document designer.

Recurring invoices
For recurring invoices, you have specific fields available:

• Shipping active:
  You can determine whether the invoice should be automatically sent.
• Start date / End date:
  Defines the period in which the recurring invoice is triggered.
• How often:
  Here you set the interval (weekly, every 2 weeks, 4 weeks, monthly, every 3 months, 6 months, annually). From "monthly" you can also choose "last day of the month".

Benefits:
These fields ensure structured and efficient document creation. They help you keep deadlines, correctly assign payments, and clearly display additional information. The automatic numbering and the possibility to store references and bank details facilitates tracking and processing your business transactions.

Notes and tips

• In the document designer, you can specify which fields should appear on the final PDF document. This way, you control which additional information your customer sees.
• You can name the four additional fields individually in the settings (e.g. "project name") to optimally adapt them to your processes.
• Use the automatic calculation of due and expiration dates to avoid errors and save time.
• For recurring invoices, it is recommended to automate the shipping so that you do not miss deadlines and your customers are regularly and punctually served.
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