Configure a sales contact/debtor for project invoicing

For the sales contact you specify some project invoicing settings, such as VAT duty, if necessary a deviating sales contact profile and the preferred method for issuing the invoices.

Note:

You cannot add or generate invoices for blocked sales contacts.

To configure a sales contact/debtor for project invoicing:

  1. Go to: Financial / Debtor / Debtor.
  2. Open the properties of the debtor.
  3. Go to the tab: General.
  4. Check/select the currency in Currency. This is the currency Profit should use when adding the invoices for the sales contact.

    When invoicing, the sales prices in the base currency are always converted to the currency using the specified exchange rate.

  5. Check/select the Preferred issue method.

    You can, for example, e-mail the invoices as a PDF file and/or print them. This issue method is taken into account by the Output action. In the wizard you can choose to deviate from the preferences and e-mail or print everything.

  6. Go to the tab: Debtor.
  7. Check if the following fields have been completed correctly:
    • VAT duty: Select the VAT duty of the sales contact here. When invoicing, the VAT percentage and the VAT amount are determined by the sales contact's VAT duty (among other things).
    • Deviating VAT rate group: Indicate here that a deviating VAT percentage applies to the sales contact in question. This means, for example, that if the high VAT rate applies to a work type by default, the low VAT rate still applies to the sales contact in question. You can specify the correct VAT reference for this in the work type. This arrangement applies to a number of sectors, including agriculture.
  8. Go to the tab:Invoicing.
  9. In Invoice to, select a deviating sales contact if you want to invoice a deviating sales contact. This way, for a company with multiple branches, you can send invoices to the head office but deliver the goods to the relevant branch.

    If you enter a deviating sales contact in this field, you can also enter a deviating contact person of this sales contact as a deviating contact person for a sales invoice.

  10. Go to the tab: Digital.
  11. Set the issue method for the project invoices, if it deviates from the preferred issue method that you have set on the General tab.
    1. Click on the action: Maintain.

      At the top of the window you see the general issue method and the contact person for this sales contact.

      Pro_Verkooprelatie/debiteur inrichten voor projectfacturering (10)

    2. Select the Report type:, in this case Project invoice, for which you want to set a deviating contact person and/or deviating issue method.
    3. Select the Issue method.
    4. Select the Contact.
    5. Click on: Finish.
  12. If you are using instalment invoices and drafts, you can also set the issue method for these.
  13. Click on: OK.

See also: