How do I Deal With Self Billing Invoices in Logistics Management?
From Catalyst
Contents
Summary
If a customer you are doing work for gives you a self billing invoice, rather than you producing an invoice for the work done, the following article explains the recommended process to follow in Platinum.
More Information
Normally, for any work done for a customer, you would produce an invoice for them, however, with self billing invoices, the process is slightly different.
Setting up the Customer
For self billing invoices, the customer's account has to be set up appropriately.
- Go to " Sales Ledger Customer File Maintenance Add/Edit Customers" and search for the customer you need to set as self billed.
- Press <F5> or click <Edit> against the customer to get into customer details.
- Select the [Logistics] tab.
- In the "Self Billing?" field, select 'Yes' from the drop-down box.
- Click <Done> and <Accept> to save the changes.
Regular Process
- Create the logistics job as normal, entering the relevant self billed customer.
- Invoice your jobs out as normal. For any self billed customers, you will get a report printed out that will list all the jobs for that customer. You can then use this to check that they have included all the work that you have done for them when you receive their self billing invoice.
 | For self billed customers, this process does not post an invoice against the customer's account. |
When the Self Billing Invoice Arrives
- Go to " Logistics Management Job Planning" and search for all the jobs to which the self billing invoice relates. Confirm that all the jobs are included and that the prices are correct. Attach the self billing report that you produced as part of your invoice run to the customer's self billing invoice for audit purposes.
- Now go to " Sales Ledger Sales Ledger Postings" and post the customer's self billing invoice onto their account.
See also
