As a customer, do you have a mandate to issue invoices on behalf of your supplier of goods or services? Do you need to create self-bills?
Use the"Supplier self-billing" app to issue invoices on behalf of your supplier.
Edit self-bills, i.e. documents in the supplier's name, with the supplier's legal mentions and VAT conditions. Then generate purchases from the self-bills to record and track your expenses.
Activating the app adds a new "Auto-bills" menu to the "Purchases" tab in the application.
The self-billing format is the same as for supplier purchase orders or purchase invoices.
Self-billing is possible:
- From the "Auto-bill" menu, in the "Purchasing" tab, click on the "Add" button
- From a supplier purchase order, by clicking on the "make a self-bill" link in the supplier purchase order list mode, or in the shortcut block in view mode.
- From a "supplier" file
The application lets you quickly compose a self-bill using data already stored in the application:
- Products in the catalog
- Details of your company as an invoice customer
- Supplier details as the supplier company for which you are issuing the self-bill
A self-bill can be :
- Printed: PDF generation of the self-bill
- Sent by e-mail to the supplier
- Transformed into a purchase
- Exported, via the export center
- Filed on the extranet
It is also possible to select the financial category for each self-billing line. For this purpose, a new setting is available in the "Expense and fixed assets account" app, following installation of the self-billing app.
A supplier purchase order can be transformed into a purchase invoice in just one click.
1. Self-billing sender
The biller is a "supplier" contact. This is the supplier for whom you have a self-billing mandate.
The legal information taken into account for the generation of the auto-bill is the issuer's legal information in the supplier's company file:
- In the "Administrative information" section, enter the company's siren, NAF code, intracom VAT number and VAT. In terms of VAT, you can indicate the VAT rate (a drop-down menu for selecting the VAT to be applied) and the VAT statement (a free text field for entering the statement of right to apply VAT or justifying its exemption).
- In the "Qualification information" section: enter the legal structure and capital, which will be the sources of information used in the self-billing legal disclaimer. To access these fields, install the "Contact Qualification" app.
- In the "Bank details" section of the company file, enter the RIB elements if you wish to display your supplier's bank details.
- In the "postal address" block, the address is used for the supplier's head office.
2. Numbering of self-bills
In the part numbering settings, you can set the format of self-bills.
Special feature of self-billing numbering: the numbering and indexing chain is unique and continuous for each supplier, i.e. specific to each supplier.
The self-bill number is automatically generated by the application when a new self-bill is created for a sender/supplier.
In the auto-bill number settings, you have the option of integrating a fixed value directly dependent on a supplier identifier into this format.
(PARTYBEG1) First letter of the third party's name
(PARTYBEG2) First two letters of the third party's name
(PARTYBEG3) First three letters of the third party's name
(PARTYBEG4) First four letters of the third party's name
(PARTYBEG5) First five letters of the third party's name
(PARTYBEG6) First six letters of the third party's name
3. Automatic generation of purchase from auto-bill
In the app settings, you have options for automating the creation and payment of purchases from the auto-bill.
- Automatic creation of purchases for a self-bill marked "sent": Yes/No
- Automatic creation of disbursements on due dates: Yes/No
Choose your settings to activate the functions.
