Different invoice recipient

Description

By default, the client to whom the construction site is in the project tree in the Project management is recorded, at the same time the recipient of the invoices to the construction sites. You have two options to select a different invoice recipient:

  • assign a different billing address to the client
    = is used for all invoices for this client

  • Assign a different invoice recipient to the LV
    = is only used for invoices for this LV

In the case of invoices to a different invoice recipient, not only his address is shown on the invoice; The revenue postings for your financial accounting are also generated for this customer.


assign to the client

At the address of a client, you can specify that invoices for this client are always sent to a different billing address. The invoices issued are managed in the financial accounting for this customer.

For example:
You receive the orders of the city administration directly from the departments and in the project administration you manage each department as a client. However, the invoices should always be addressed to the city administration.

  1. Create separate addresses for the city administration and all departments and assign the city administration departments as subordinate addresses .
    • City administration Göttingen, Hiroshimaplatz 1, 37083 Göttingen
      • Göttingen City Administration - Green Areas Department, Justus-von-Liebig-Weg 10, 37077 Göttingen
      • Göttingen City Administration - Roads & Traffic Department, Tulpenweg 3, 37081 Göttingen
      • Göttingen City Administration - Urban Planning Department, Schulweg 19, 37083 Göttingen

  2. Ask at the addresses of the departments on the tab Clients the higher-level city administration as a different billing address.


  3. Take over the departments in your project management as the client and manage the projects, objects and LV for each department separately.

  4. Attached to the LV will be on the tab Addresses > Clients the number and name of the customer to whom the invoices for this LV are sent are displayed.


  5. In the form settings of the print management for Invoices / credit notes the number and name of the different invoice recipient are displayed in the information fields for the customer.

  6. Is in the field 1. Address the entry Clients If you choose, the address of the different invoice recipient will be shown on the invoice.

individually assign to the course

Until the first invoice has been issued, you can assign an invoice recipient to a LV that differs from the client in the project tree. The following invoices are kept in the financial accounting for this debtor.

  1. Select the LV in the project tree and open it on the tab Addresses the tab Clients.

  2. Do you click in the menu Project management on the function Choose address. The dialogue Search address will be opened. Select the address to which the invoices for this LV will be sent.


  3. On the tab Addresses > Clients all data of the customer to whom the invoices for this LV are sent are displayed.


  4. In the form settings of the print management for Invoices / credit notes the number and name of the different invoice recipient are displayed in the information fields for the customer.

  5. Is in the field 1. Address the entry Clients If you choose, the address of the different invoice recipient will be shown on the invoice.

Further steps