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To allow E-billing we need to set up some configuration and account details.

E-billing set up

TODO

  • Create Org wide address

  • Assign to administration

  • Setup jobs

Account details

For an account to qualify for E-billing some fields on the account have to be populated.

  1. A contact should be created under the selected account. This contact will be marked as the person/department to receive the invoices.

  2. This contact should have a valid email address.

  3. On the selected account fill in the contact in the “Billing attendant to” field. After save the “Billing email address” field will be filled with the email of the selected contact.

  4. Enable the checkbox “Digital Invoicing”, you can only do this when you completed the previous step.

Additional information

5. If the account is situated in a European country. The VAT number should be checked in VIES as this is used to determine the VAT level of the invoices.

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