Have you been commissioned to draw up and issue sales invoices on behalf of third-party companies?
Do you subcontract invoicing?
Would you like to issue invoices for this mandate, in compliance with economic and tax regulations?
With the "Billing on behalf of third parties" app, you can bill in the name and on behalf of your principal.
Create invoices for each billing mandate you represent, each with its own chronological numbering chain, and the presence of legal billing information. These invoices, issued on behalf of third parties, are part of a specific module and are not included in your sales.
Activating the app adds a new menu in the "Sales" tab: "Invoice for third parties".
This module allows you to create invoices with :
- A third-party issuer: this is your principal, on whose behalf you issue the invoice. It is considered a supplier in the application.
- A customer: this is the end customer of the third-party issuer (=client) for whom the invoice is issued.
- The words "Invoice issued by A in the name and on behalf of B", to avoid any ambiguity.
To activate this, go to the "app settings" tab.
These invoices issued on behalf of third parties are not included in your company's sales figures, and are not included in the company's sales analysis.
1. Creation of invoices on behalf of third parties
To create an "Invoice for third parties", from the "Invoice for third parties" menu, click on the "+ Invoice for third parties" button.
The application lets you quickly compose your invoice using data already saved on your Virtual Office:
- Company details on the third-party issuer's file
- Products in the catalog
An Invoice on behalf of a third party can be :
- Printed: PDF generation
- Sent by e-mail to the customer
- Exported, via the export center
2. Entry of third-party issuer = principal information
The supplier file of the third-party issuer is used to enter all the principal's details for legal printing of invoices.
The legal information taken into account for the generation of the invoice on behalf of third parties must be completed:
- 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 "Company 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.
3. Numbering of invoices issued on behalf of third parties
In the part numbering settings, you can set the format to apply a reference by client.
The numbering and indexing chain is therefore unique and chronological for each third-party issuer, i.e. specific to each supplier, each principal, etc.
In the settings for third-party invoice numbers, 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.
