# Invoicing moments, signing moments, standard rules, discount

Step 3: adjusting the Bas configuration · Updated: 2024-07-03 · Bas Software
Web version: https://www.bas.software/en/onboarding/step-3-adjusting-the-bas-configuration/invoicing-moments-signing-moments-standard-rules-discount

## Packages

![Invoicing moments, signing moments, standard rules, discount: screenshot 1](https://www.bas.software/images/onboarding/9532344-1.webp)

When creating a new job, you always start by choosing the package you want to use. The package lets you set the invoicing moments, signing moments, standard rules in quotes and standard discount. You do this per phase of the job.

## Phases in a job

![Invoicing moments, signing moments, standard rules, discount: screenshot 2](https://www.bas.software/images/onboarding/9532344-2.webp)

Per phase, the package determines:

- which signing moments are included for the customer in the removal process
- which quote template and which invoice template are used for the job
- which invoicing moments are included in the job
- which standard discount applies
- which standard rules are included in the quote

You can set up the packages yourself and thereby (partly) configure the process.

## Overview of packages

![Invoicing moments, signing moments, standard rules, discount: screenshot 3](https://www.bas.software/images/onboarding/9532344-3.webp)

You'll find packages under Settings > Working method > Packages. Here you'll see an overview of all existing packages.

## Editing an existing package

![Invoicing moments, signing moments, standard rules, discount: screenshot 4](https://www.bas.software/images/onboarding/9532344-4.webp)

Go to Settings > Working method > Packages and click on the package you want to edit.

### **Setting signing moments**

![Invoicing moments, signing moments, standard rules, discount: screenshot 5](https://www.bas.software/images/onboarding/9532344-5.webp)

For each appointment, you can specify whether the customer needs to sign. Signing takes place on site, using the app. Click Edit next to signing moments. The list of possible signing moments will then appear.

### **Adjusting financial handling**

![Invoicing moments, signing moments, standard rules, discount: screenshot 6](https://www.bas.software/images/onboarding/9532344-6.webp)

Click Edit and then select the step in the process where you want to make a change

![Invoicing moments, signing moments, standard rules, discount: screenshot 7](https://www.bas.software/images/onboarding/9532344-7.webp)

## Package with job

With a package with a job, you can adjust all phases of a removal job. Below is an overview of what you can adjust per phase

1. **Quote**

- **Use custom quote**If you want to change something in this phase, select YES​
- **Show price including or excluding VAT** Including VAT for private customers, excluding for business customers
- **Quote template used** You can choose a different template here if you wish.
- **Standard discount** If you want to give a standard discount in this phase, you can specify it here. The description and discount percentage are automatically included in the quote ​![Invoicing moments, signing moments, standard rules, discount: screenshot 8](https://www.bas.software/images/onboarding/9532344-8.webp)
- **Add fixed line** Here you can include a fixed line that will appear in the quote. Use this, for example, for call-out charges. By selecting the revenue group, you can link this to a general ledger account in your accounting integration.
- **Add calculated line**Here you can include a fixed line that will appear in the quote. Use this, for example, for hourly-rate work. By selecting the revenue group, you can link this to a general ledger account in your accounting integration. ​ ​![Invoicing moments, signing moments, standard rules, discount: screenshot 9](https://www.bas.software/images/onboarding/9532344-9.webp) For lines, you have the following options: ​ ​**Description** This is the description as it will appear in the quote. ​ ​**Components for the price** Based on the selected component (for example, removal crew), the cost for this line is calculated — in this case, the number of hours worked by the removal crew. ​**Components for the quantity** You can skip this — it's only used in exceptional situations. ​ ​**Revenue group** You can use this to link the line if you have an accounting integration. ​**Hourly rate line** This indicates that this line calculates the cost based on the number of hours (in this case) calculated for the removal crew member via the survey. ​ ​**Optional line** This line appears as an option in the quote — when accepting the quote, the customer can indicate themselves whether they want to include it in the order. ​ ​

​**2. Quote acceptance**

- **Use as invoicing moment** Do you want to use this phase as an invoicing moment? If so, you're using a deposit in your process
- **Show price including or excluding VAT** Including VAT for private customers, excluding for business customers
- **Financial template** Do you want to use the standard invoice template or a specific template?
- **Discount description**If you want to give a standard discount in this phase, you can indicate it here — with the description as it will appear in the quote, and the discount percentage you want to give.
- **Create task after**If you've activated a task for a team, you can set the timing here
- **On the invoice: fixed amount or percentage** Do you want a fixed amount as a deposit, or a percentage of the quote?
- **Add line** Here you can add lines that will be included in the invoice

![Invoicing moments, signing moments, standard rules, discount: screenshot 10](https://www.bas.software/images/onboarding/9532344-10.webp)

3. Starting the job

- **Use as invoicing moment** Do you want to use this phase as an invoicing moment? If so, you're using a deposit in your process
- **Show price including or excluding VAT** Including VAT for private customers, excluding for business customers
- **Financial template** Do you want to use the standard invoice template or a specific one?
- **Discount description**If you want to give a standard discount in this phase, you can indicate it here — with the description as it will appear in the quote, and the discount percentage you want to give.
- **Create task after**If you've activated a task for a team, you can set the timing here
- **On the invoice: fixed amount or percentage** Do you want a fixed amount as a deposit, or a percentage of the quote?
- **Add line** Here you can add lines that will be included in the invoice

![Invoicing moments, signing moments, standard rules, discount: screenshot 11](https://www.bas.software/images/onboarding/9532344-11.webp)

4. Storage loaded

- **Use as invoicing moment** Do you want to use this phase as an invoicing moment? If so, you're using a deposit in your process
- **Show price including or excluding VAT** Including VAT for private customers, excluding for business customers
- **Financial template** Do you want to use the standard invoice template or a specific one?
- **Discount description**If you want to give a standard discount in this phase, you can indicate it here — with the description as it will appear in the quote, and the discount percentage you want to give.
- **Create task after**If you've activated a task for a team, you can set the timing here
- **On the invoice: fixed amount or percentage** Do you want a fixed amount as a deposit, or a percentage of the quote?
- **Add line** Here you can add lines that will be included in the invoice

![Invoicing moments, signing moments, standard rules, discount: screenshot 12](https://www.bas.software/images/onboarding/9532344-12.webp)

5. After the last appointment

- **Use as invoicing moment** Do you want to use this phase as an invoicing moment? If so, you're using a deposit in your process
- **Show price including or excluding VAT** Including VAT for private customers, excluding for business customers
- **Financial template** Do you want to use the standard invoice template or a specific one?
- **Discount description**If you want to give a standard discount in this phase, you can indicate it here — with the description as it will appear in the quote, and the discount percentage you want to give.
- **Create task after**If you've activated a task for a team, you can set the timing here
- **On the invoice: fixed amount or percentage** Do you want a fixed amount as a deposit, or a percentage of the quote? ​![Invoicing moments, signing moments, standard rules, discount: screenshot 13](https://www.bas.software/images/onboarding/9532344-13.webp)
- **Add line** Here you can add lines that will be included in the invoice. This is a fixed line you can use to include costs on the invoice. ​ ​**Description / quantity / unit price / VAT** These elements are fixed and included as an invoice line ​ ​**Revenue group** By selecting the revenue group, you can link this line to a general ledger account in your accounting package ​![Invoicing moments, signing moments, standard rules, discount: screenshot 14](https://www.bas.software/images/onboarding/9532344-14.webp)

## Next step

In addition to setting up invoicing moments, signing moments, standard rules in quotes and discounts via the existing packages, you can also set the terms for quotes and invoices. In [the next step you'll learn how to do this via document templates](https://www.bas.software/en/onboarding/step-3-adjusting-the-bas-configuration/payment-terms-and-expiry-periods) >