Self-Billing
By means of self-billing, a vendor can issue invoices or credit memos to the customer or dealer (service provider). This is especially the case in warranty-related topics and serves to invoice work efforts in this context.
In this chapter, setup and handling of self-billing cases are described.
Self-Billing Setup
In order to use self-billing, the corresponding warranty type must be set up to support this functionality. Please proceed as follows:
- Use the quick search (ALT+Q) to open the Warranty Claim Types table, and create a new warranty claim type by clicking on New in the menu bar, or edit an existing entry.
- Select the Self-Billing checkbox to enable self-billing.
- Select your own dealer customer to use this self-billing warranty claim type with.
- Optional Repeat the previous steps for all self-billing customers.
- When now using this warranty claim type, self-billing is enabled for the customer as described in the next section.
The self-billing setup is finished.
Self-Billing in Warranty Claims
It is possible to create self-billing invoices if a vendor only accepts invoices instead of credit memos for accepted warranty amounts.
To create a self-billing invoice, proceed as follows:
- Use the quick search (ALT+Q) to open the Warranty Claims table, and open the warranty claim you want to create the self-billing invoice for.
- Make sure that the Customer content is filled in the General FastTab and that the Claim Type value supports self-billing (see Self-Billing Setup) and is set up for the same Customer value.
- In the menu bar of the Warranty Claim page, click on Create Invoice > Create Self-Billing Invoice.
- An unposted service invoice is created. The Lines FastTab contains the lines with Type = Item from the Warranty Claim Lines FastTab and/or from the Lines FastTab of the parent service order.
- Finalize the service invoice per your internal processes.
You successfully created a self-billing invoice.