Updated: 11.04.2024

Setting up Internal Invoicing

For a customer, you can specify that sales and service documents for the customer should be invoiced internally as soon as a particular service order type or posting group is selected.

Note

No customer ledger entries will be created for internal invoicing matters. The amounts are transferred to the cost account you set up.

The setup for internal invoicing is done in several steps:

Defining Customer Posting Group for Internal Invoicing

In this section you will define the customer group for internal invoicing matters. This is the first step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page Customer Posting Groups.
  • The page Customer Posting Groups opens.
  • Create a new customer posting group or carry out the following step for an existing customer posting group.
  • Enable the checkbox Internal Invoicing for the customer posting group.

Note

You cannot activate internal invoicing for a customer posting group if a customer has already been assigned.

  • The Saved field at the top of the window indicates that the change has been applied.

You have defined the customer group for internal invoicing and completed the first part of the setup.

Defining Business Posting Group for Internal Invoicing

In this section you will define the customer group for internal invoicing matters. This is the second step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page Gen. Business Posting Groups.
  • The page Gen. Business Posting Groups is displayed.
  • Create a new gen. bus. posting group to setup the internal invoicing or carry out the following step for an existing gen. bus. posting group.
  • Select the checkbox in the column Internal Invoicing.

Note

You cannot activate internal invoicing for a gen. bus posting group if a customer is already assigned.

  • The Saved field at the top of the window indicates that the change has been applied.

You have defined the gen. bus. posting group for internal invoicing and completed the second section of the setup.

Defining VAT Bus. Posting Group for Internal Invoicing

In this section you will define the VAT Bus. Posting Group for internal invoicing matters. This is the third step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page VAT Business Posting Group.
  • The page VAT Business Posting Group is displayed.
  • Create a new VAT bus. posting group or carry out the following step for an existing VAT bus. posting group.
  • Select the checkbox in the column Internal Invoicing.

Note

You cannot activate internal invoicing for a VAT bus. posting group if a gen. bus. posting group is already assigned.

  • The Saved field at the top of the window indicates that the change has been applied.

You have defined the VAT bus. posting group for internal invoicing and completed the third section of the setup.

Creating Internal Customer

In this section you will define an internal customer for internal invoicing matters. This is the fourth step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page Customers.
  • The page Customers opens.
  • On the page Customers, click on New.
  • Enter all required information in the mandatory fields.
  • On the customer card, scroll to the Invoicing tab.
  • In the Posting Details tab, activate the Internal Invoicing slider.

Note

This field tells you whether the selected customer is an internal customer (for internal invoicing) or not.

  • The page Set up Customer Posting Groups opens and displays the posting groups created in the previous sections.
  • Select the posting groups and confirm the entry withOK.
  • The Saved notification at the top of the window indicates that the change has been successfully applied.

You have created an internal customer for internal invoicing and completed the fourth section on setting up.

Defining Internal Cost Account

In this section you will define an internal cost account for internal invoicing matters. This is the fifth step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page Chart of Accounts.
  • The page Chart Of Accounts is displayed.
  • Select an account that you want to set up for internal invoicing or click New to create a new account.
  • The G/L Account Card is displayed.
  • In the General tab, activate the toggle Internal Invoicing.
  • The Saved field at the top of the window indicates that the change has been applied.

You have defined an internal cost account and completed the fifth section on setup.

Setting Up Internal Invoicing in Service Order Types

In this section you will set up internal invoicing in the service order types. This is the sixth step when it comes to setting up internal invoicing.

  • Use the quick search (ALT+Q) to find the page Service Order Types.
  • The page Service Order Types is displayed.
  • Create a new service order type or carry out the following step for an already existing service order type.
  • In the Internal Invoicing column, activate the checkbox for the service order type.
  • In the Bill-to Customer No. column, enter the customer the internal invoice should be sent to.
  • In the column Internal Cost Account specify the account for internal invoicing.

You have completed all sections for setting up internal invoicing.

Note

For example, if you now create a sales invoice with a customer for internal invoicing and enter the service order type that is linked to internal invoicing, the internal invoicing field in this document is automatically activated. Therefore, no customer ledger entries will be created when this document is posted.

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