Setting up Internal Invoicing

This chapter contains all important information regarding the setup of 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.

This chapter is divided into the following sections and describes the individual steps to set up internal invoicing:

• Defining Customer Posting Group for Internal Invoicing,
• Defining General Business Posting Group for Internal Invoicing,
• Defining VAT Business Posting Group for Internal Invoicing,
• Creating Internal Customer,
• Defining Internal Expense Allocation Account,
• Setting up Internal Invoicing in Service Order Types.

Defining Customer Posting Group for Internal Invoicing

In this section you will define the customer posting group for internal invoicing matters. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Customer Posting Groups page.
• Create a new customer posting group or select an existing customer posting group.
• Select the Internal Invoicing checkbox for the customer posting group.
• The Saved notification at the top of the window indicates that the change has been applied.

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

Defining General Business Posting Group for Internal Invoicing

In this section you will define the general business posting group for internal invoicing matters. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Gen. Business Posting Groups page.
• Create a new general business posting group for internal invoicing or select an existing general business posting group.
• Select the checkbox in the Internal Invoicing column.

You have successfully defined the general business posting group for internal invoicing and completed the second part of the setup.

Defining VAT Business Posting Group for Internal Invoicing

In this section you will define the VAT business posting group for internal invoicing matters. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the VAT Business Posting Group page.
• Create a new VAT business posting group or select an existing VAT business posting group.
• Select the checkbox in the Internal Invoicing column.

You have successfully defined the VAT business posting group for internal invoicing and completed the third step of the setup.

Creating Internal Customer

In this section you will define an internal customer for internal invoicing matters. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Customers page.
• Click New in the menu bar.
• Select a template and click OK.
• Enter all required information in the mandatory fields on the customer card.
• Navigate to the Invoicing FastTab.
• Select the Internal Invoicing toggle switch in the Posting Details FastTab to define the customer as an internal customer for internal invoicing.
• The page Set up Customer Posting Groups opens and displays the posting groups created in the previous sections.
• Select the relevant posting groups and confirm the entry withOK.

You have successfully created an internal customer for internal invoicing and completed the fourth step of the setup.

Defining Internal Expense Allocation Account

In this section you will define an internal expense allocation account for internal invoicing matters. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Chart of Accounts page.
• Select an account that you want to set up for internal invoicing or click on New to create a new account.
• Activate the Internal Invoicing toggle switch in the General FastTab.

You have successfully defined an internal expense allocation account and completed the fifth step of the setup.

Setting up Internal Invoicing in Service Order Types

In this section, you will set up the internal invoicing in service order types. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• Create a new service order type or select an existing service order type.
• In the Internal Invoicing column, select 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 steps for setting up internal invoicing. If you now e.g. create a sales invoice with a customer for internal invoicing and enter a service order type that is linked to internal invoicing, the internal invoicing field in this document is automatically activated. That way, no customer ledger entries will be created when this document is posted.