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Sie ein Angebot mit dem Assistenten: Kunde, Positionen, Angebotsdatum und Gültigkeit, Texte. Und was beim Angebot anders ist als bei der Rechnung.",[514],{"variation":515,"version":516,"items":517,"primary":518,"id":735,"slice_type":736,"slice_label":7},"default","initial",[],{"content":519},[520,525,529,532,536,539,550,553,556,564,576,579,582,590,603,611,614,617,620,632,638,641,644,655,658,661,669,676,679,682,685,692,695,698,706,714,717,720,728],{"type":521,"text":522,"spans":523,"direction":524},"paragraph","Ein Angebot schreiben Sie in RechnungsKlar mit einem Assistenten, ähnlich wie eine Rechnung. Diese Anleitung zeigt, was beim Angebot anders ist. Positionen, Gliederung und Texte funktionieren wie bei der Rechnung, dafür verweist sie auf die passenden Anleitungen.",[],"ltr",{"type":526,"text":527,"spans":528,"direction":524},"heading2","So starten Sie",[],{"type":521,"text":530,"spans":531,"direction":524},"Den Assistenten öffnen Sie an mehreren Stellen:",[],{"type":533,"text":534,"spans":535,"direction":524},"list-item","Unter „Angebote“ mit „Neues Angebot“.",[],{"type":533,"text":537,"spans":538,"direction":524},"Auf dem Dashboard mit „Angebot erstellen“.",[],{"type":533,"text":540,"spans":541,"direction":524},"In einem Projekt im „Menü“ mit „Angebot erstellen“. Kunde, Projekt und Gebäude sind dann schon eingetragen, und der Assistent beginnt bei den Positionen, siehe „Projekte anlegen und verwalten“.",[542],{"start":543,"end":544,"type":545,"data":546},161,191,"hyperlink",{"id":23,"type":8,"tags":547,"lang":16,"slug":30,"first_publication_date":27,"last_publication_date":28,"uid":24,"link_type":548,"isBroken":549},[],"Document",false,{"type":521,"text":551,"spans":552,"direction":524},"Der Assistent hat fünf Schritte: „Kunde“, „Positionen“, „Daten“, „Textbausteine“ und „Anfangs- & Schlusstext“. Anders als bei der Rechnung wählen Sie keine Rechnungsart, und die Daten kommen schon an dritter Stelle.",[],{"type":526,"text":554,"spans":555,"direction":524},"Schritt 1: Kunde",[],{"type":521,"text":557,"spans":558,"direction":524},"Fahren Sie mit der Maus über den Kunden und klicken Sie auf „Auswählen“. Über „Kunden durchsuchen …“ finden Sie ihn schneller. Ist der Kunde neu, legen Sie ihn mit „Neuer Kunde“ an, wie in der Anleitung „Kunden anlegen“ beschrieben. Nach dem Speichern geht es im Assistenten weiter.",[559],{"start":560,"end":561,"type":545,"data":562},204,218,{"id":467,"type":8,"tags":563,"lang":16,"slug":72,"first_publication_date":471,"last_publication_date":472,"uid":468,"link_type":548,"isBroken":549},[],{"type":565,"url":566,"alt":567,"copyright":7,"dimensions":568,"id":571,"edit":572},"image","/images/prismic/angebot-erstellen-01-94e882ae","Neues Angebot, Schritt 1 von 5: Kundenliste mit „Auswählen“",{"width":569,"height":570},1188,787,"fcPLqCCzfmSryeo1",{"x":573,"y":573,"zoom":574,"background":575},0,1,"transparent",{"type":521,"text":577,"spans":578,"direction":524},"Der Kunde steht fest, sobald das Angebot gespeichert ist. Für einen anderen Kunden schreiben Sie ein neues Angebot.",[],{"type":526,"text":580,"spans":581,"direction":524},"Schritt 2: Positionen",[],{"type":521,"text":583,"spans":584,"direction":524},"Oben steht das Feld „Gebäude / Leistungsort (optional)“. Wählen Sie dort bei Bedarf ein Gebäude des Kunden, es erscheint als Leistungsort auf dem Angebot, siehe „Gebäude und Objekte: den Leistungsort angeben“.",[585],{"start":586,"end":587,"type":545,"data":588},162,207,{"id":214,"type":8,"tags":589,"lang":16,"slug":221,"first_publication_date":218,"last_publication_date":219,"uid":215,"link_type":548,"isBroken":549},[],{"type":521,"text":591,"spans":592,"direction":524},"Darunter tragen Sie die Positionen ein, genau wie bei einer Rechnung: „Beschreibung“, „Menge“, „Einheit“, „Einzelpreis“, „USt-Satz“ und „Kostenart“. Netto, USt und Brutto rechnet RechnungsKlar unten mit. Wie Sie Positionen erfassen, steht in der Anleitung „Positionen erfassen“. Mit „Titel hinzufügen“ und „Textzeile hinzufügen“ gliedern Sie ein längeres Angebot, siehe „Rechnung gliedern“.",[593,598],{"start":594,"end":595,"type":545,"data":596},257,276,{"id":268,"type":8,"tags":597,"lang":16,"slug":275,"first_publication_date":272,"last_publication_date":273,"uid":269,"link_type":548,"isBroken":549},[],{"start":599,"end":600,"type":545,"data":601},371,388,{"id":94,"type":8,"tags":602,"lang":16,"slug":101,"first_publication_date":98,"last_publication_date":99,"uid":95,"link_type":548,"isBroken":549},[],{"type":565,"url":604,"alt":605,"copyright":7,"dimensions":606,"id":609,"edit":610},"/images/prismic/angebot-erstellen-02-1cfdb742","Schritt 2 von 5 „Positionen“ mit Gebäude-Feld und einer Position",{"width":607,"height":608},1176,1028,"8C2wUJWzOMXXJ4aD",{"x":573,"y":573,"zoom":574,"background":575},{"type":526,"text":612,"spans":613,"direction":524},"Schritt 3: Daten",[],{"type":533,"text":615,"spans":616,"direction":524},"„Angebotsdatum“: steht auf dem heutigen Tag. Das Feld ist Pflicht.",[],{"type":533,"text":618,"spans":619,"direction":524},"„Gültig bis (optional)“: bis wann Ihr Angebot gilt. Das Datum darf nicht vor dem Angebotsdatum liegen und steht auf dem Angebot unter „Gültig bis“. Ist der Tag vorbei, ändert RechnungsKlar am Angebot nichts von selbst.",[],{"type":533,"text":621,"spans":622,"direction":524},"„Besteuerung“: zeigt unter „Steuermodus (Unternehmen)“ den Steuermodus Ihres Unternehmens. Bei Regelbesteuerung können Sie für dieses Angebot „Reverse-Charge (§13b UStG)“ ankreuzen. Beides funktioniert wie bei der Rechnung, siehe „Kleinunternehmer (§19 UStG) einstellen“ und „Reverse-Charge (§13b UStG) auf einer Rechnung“.",[623,628],{"start":624,"end":625,"type":545,"data":626},231,269,{"id":440,"type":8,"tags":627,"lang":16,"slug":447,"first_publication_date":444,"last_publication_date":445,"uid":441,"link_type":548,"isBroken":549},[],{"start":595,"end":629,"type":545,"data":630},321,{"id":348,"type":8,"tags":631,"lang":16,"slug":354,"first_publication_date":352,"last_publication_date":12,"uid":349,"link_type":548,"isBroken":549},[],{"type":565,"url":633,"alt":634,"copyright":7,"dimensions":635,"id":636,"edit":637},"/images/prismic/angebot-erstellen-03-35566966","Schritt 3 von 5 „Daten“: Angebotsdatum, „Gültig bis“, Besteuerung",{"width":569,"height":186},"oGbqMOeWd2a7xa3e",{"x":573,"y":573,"zoom":574,"background":575},{"type":521,"text":639,"spans":640,"direction":524},"Zahlungsziel, Leistungsdatum und den Aufbewahrungshinweis für Privatkunden gibt es beim Angebot nicht. Diese Angaben machen Sie erst in der Rechnung.",[],{"type":526,"text":642,"spans":643,"direction":524},"Schritt 4 und 5: Textbausteine, Anfangs- und Schlusstext",[],{"type":521,"text":645,"spans":646,"direction":524},"Die beiden letzten Schritte sind optional und funktionieren wie bei der Rechnung. Unter „Textbausteine“ setzen Sie gespeicherte Bausteine über die Positionen oder unter die Summe, siehe „Textbausteine“. Unter „Anfangs- & Schlusstext“ schreiben Sie freien Text nur für dieses Angebot, etwa eine persönliche Anrede, siehe „Anfangs- und Schlusstext“.",[647,652],{"start":648,"end":649,"type":545,"data":650},187,200,{"id":201,"type":8,"tags":651,"lang":16,"slug":207,"first_publication_date":205,"last_publication_date":99,"uid":202,"link_type":548,"isBroken":549},[],{"start":629,"end":266,"type":545,"data":653},{"id":373,"type":8,"tags":654,"lang":16,"slug":379,"first_publication_date":377,"last_publication_date":99,"uid":374,"link_type":548,"isBroken":549},[],{"type":521,"text":656,"spans":657,"direction":524},"Klicken Sie zum Schluss auf „Als Entwurf speichern“.",[],{"type":526,"text":659,"spans":660,"direction":524},"Nach dem Speichern: der Entwurf",[],{"type":521,"text":662,"spans":663,"direction":524},"RechnungsKlar meldet „Angebot gespeichert.“ und öffnet das Angebot. Anders als eine Rechnung erhält ein Angebot seine Nummer schon beim Speichern. Oben steht zum Beispiel „Angebot 24“ mit dem Status „Entwurf“. Wie die Angebotsnummer aufgebaut ist, steht in der Anleitung „Rechnungs- und Angebotsnummern festlegen“.",[664],{"start":665,"end":666,"type":545,"data":667},272,312,{"id":493,"type":8,"tags":668,"lang":16,"slug":500,"first_publication_date":497,"last_publication_date":498,"uid":494,"link_type":548,"isBroken":549},[],{"type":565,"url":670,"alt":671,"copyright":7,"dimensions":672,"id":674,"edit":675},"/images/prismic/angebot-erstellen-04-7d8c4084","Gespeicherter Entwurf „Angebot 24“ mit Kasten „Details“",{"width":569,"height":673},845,"CL5iRGQubfIvi0IH",{"x":573,"y":573,"zoom":574,"background":575},{"type":521,"text":677,"spans":678,"direction":524},"Rechts im Kasten „Details“ sehen Sie Kunde, „Angebotsdatum“, „Gültig bis“ und „Steuermodus“. Im Reiter „Texte“ steht, was über und unter den Positionen gedruckt wird.",[],{"type":526,"text":680,"spans":681,"direction":524},"Entwurf ändern oder löschen",[],{"type":521,"text":683,"spans":684,"direction":524},"Solange das Angebot den Status „Entwurf“ hat, ändern Sie es mit „Bearbeiten“. Die Schritte des Assistenten stehen dann als Reiter nebeneinander: „Positionen“, „Textbausteine“, „Anfangs- & Schlusstext“, „Daten“ und „Kunde“. Im Reiter „Kunde“ ändern Sie nur das Gebäude. Sichern Sie mit „Änderungen speichern“.",[],{"type":565,"url":686,"alt":687,"copyright":7,"dimensions":688,"id":690,"edit":691},"/images/prismic/angebot-erstellen-05-2485de13","„Angebot bearbeiten“ mit den Reitern",{"width":569,"height":689},938,"H5gJDUlKPeUNtCZv",{"x":573,"y":573,"zoom":574,"background":575},{"type":521,"text":693,"spans":694,"direction":524},"Ein Angebot, das Sie nicht mehr brauchen, entfernen Sie mit „Entwurf löschen“. Hat das Angebot einen anderen Status als „Entwurf“, etwa nach „Als versendet markieren“, lässt es sich weder bearbeiten noch löschen.",[],{"type":526,"text":696,"spans":697,"direction":524},"Wie es weitergeht",[],{"type":521,"text":699,"spans":700,"direction":524},"Das fertige Angebot laden Sie als PDF oder Word-Datei herunter oder senden es per E-Mail. Danach halten Sie fest, ob der Kunde es angenommen oder abgelehnt hat, siehe „Angebot verschicken und Status setzen“.",[701],{"start":702,"end":703,"type":545,"data":704},168,205,{"id":334,"type":8,"tags":705,"lang":16,"slug":341,"first_publication_date":338,"last_publication_date":339,"uid":335,"link_type":548,"isBroken":549},[],{"type":521,"text":707,"spans":708,"direction":524},"Hat der Kunde zugesagt, machen Sie aus dem Angebot eine Rechnung, siehe „Angebot in Rechnung umwandeln“.",[709],{"start":710,"end":711,"type":545,"data":712},73,102,{"id":79,"type":8,"tags":713,"lang":16,"slug":86,"first_publication_date":83,"last_publication_date":84,"uid":80,"link_type":548,"isBroken":549},[],{"type":526,"text":715,"spans":716,"direction":524},"Gut zu wissen",[],{"type":533,"text":718,"spans":719,"direction":524},"„Als Vorlage nutzen“ übernimmt Positionen und Texte eines Angebots in ein neues Angebot. Kunde, Daten und Reverse-Charge wählen Sie dort neu.",[],{"type":533,"text":721,"spans":722,"direction":524},"Ein Angebot ordnen Sie auch nachträglich einem Projekt zu: in der Angebotsliste über „Zu Projekt hinzufügen“, siehe „Projekte anlegen und verwalten“.",[723],{"start":724,"end":725,"type":545,"data":726},117,147,{"id":23,"type":8,"tags":727,"lang":16,"slug":30,"first_publication_date":27,"last_publication_date":28,"uid":24,"link_type":548,"isBroken":549},[],{"type":533,"text":729,"spans":730,"direction":524},"Wie Ihre Angebote aussehen, legen Sie unter „Vorlage bearbeiten“ fest, gemeinsam mit Ihren Rechnungen, siehe „Rechnungsvorlage gestalten“.",[731],{"start":478,"end":732,"type":545,"data":733},136,{"id":413,"type":8,"tags":734,"lang":16,"slug":420,"first_publication_date":417,"last_publication_date":418,"uid":414,"link_type":548,"isBroken":549},[],"content$3e8b5d21-9c4a-4f7e-b2d6-1a0c7e4f9b53","content","Angebot erstellen in RechnungsKlar","Angebot in fünf Schritten: Kunde wählen, Positionen eintragen, Angebotsdatum und „Gültig bis“ setzen, Texte ergänzen und als Entwurf speichern.","monthly","0.5",1793954427769]