Billing company records are created using the Billing Company Entry screen within the Billing Maintenance area of the Billing system.
To open the Billing Company Entry screen once you are in the Billing Maintenance area, follow the procedure below.
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How to Open the Billing Company Entry Screen
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In the menu on the left-hand side of the Billing Maintenance area, click Billing Company.
The Billing Company Search List screen opens.
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Click . The Billing Company Entry screen opens.
Once you have opened the Billing Company Entry screen, you must define the following in order to create the billing company recordCreating a billing company is a multi-stage process that requires you to specify the following information:
general billing company details
contact details
handling of adjustments and taxation number(s)
office links
rounding rules
invoice type and account groups
custom fields (if applicable).
To define the general details of the billing company, use the Billing Company Entry screen and follow the procedure below.
How to Define the General Details | |||
Navigate to Billing > Maintenance > Billing Company. The Billing Company Maintenance screen opens. | |||
2. | Click Add. The Billing Company Entry screen opens. | ||
3. | In the Name field, type the name of the billing company. Note that the billing company name must be unique within the country to which the billing company will be assigned. | ||
3. | In the Country field, select the relevant country to which the billing company is to belong if it is not the default country. Otherwise, leave the default country selected. | ||
4. | In the Organisation No Corporate Identity Number field, type the corporate identity number that is to appear on invoices/credit notes issued by this billing company.
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 Next to the Validity Start Date field, click and use the calendar control to select the start date of the validity period for the billing company. | |||
Next to the Validity End Date field, click and use the calendar control to select the end date of the validity period for the billing company. Skip this step if the billing company is to have an indefinite validity period. | |||
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