This activity is used to add general customer and reference information for instant invoicing. You will also enter one or more invoice lines. Each invoice must have at least one line but may have multiple lines to account for different tax amounts or delivery types.
If the Tax Amount Limit, Outgoing Invoice Lines option in the Tax Control/Invoice tab of the Company page is enabled, the tax amount of the invoice will be compared against the tax amount limit for the tax code. If the tax amount for the invoice is within the tax amount limit for the tax code used, then the tax amount will not be posted for the invoice. You can also specify the invoice as an advance invoice.
Select new and enter the customer in the Customer field and press Tab. Default values appear in the following fields: Currency, Invoice Address, Delivery Address, Pay Term Base Date, Payment Terms, Due Date, Currency Rate and Supply Country. A default value also appears in the Tax Liability field. You can change the values in any of the fields, if required. Changing either the Delivery Address or the Supply Country will automatically update the Tax Liability. Save the general information to add Lines.
Note: If either Delivery Address ID field or Invoice Address ID field is modified in a one-time customer invoice, both address IDs are automatically updated with the modified value.
This activity requires that a customer be entered in the system.
As a result of this entry, an instant invoice is created, and reports concerning tax and delivery type can be run. The tax report is sorted by tax percentage and delivery type. The tax codes are posted on different accounts. The reports can be used to separate trade within the European Union.
If the invoice is connected to a project which has the Project Unique Billing option enabled for it, then any invoice lines created must also belong to the same project.