Description
An enhancement has been made to the invoice delivery details on Debtor records to support a new invoice delivery method of eInvoicing.
An eInvoicing option is now available for selection from the Delivery Method field on the Billing > Debtor > Debtor Entry > Invoice Details > Delivery Details screen. When the new eInvoicing option is selected, a secondary field labelled Buyer Reference is enabled and is mandatory, as shown in the example below.
When an invoice or credit note is delivered to a debtor via eInvoicing, it is mandatory to send a purchase order (PO) number or a buyer reference at the invoice header level. When an invoice is generated in FastTrack360, each invoice item could be assigned to a different PO number. Because of that it is not necessarily possible to populate a single purchase order number at the invoice header level. Therefore, a generic buyer reference is required to be captured in the debtor delivery details so that the buyer reference can be provided at the invoice header level instead of a PO number.
The buyer reference can be set to any text string that can be used by the debtor to identify the who has issued an invoice or credit note that has been delivered to the debtor.
Benefits
This enhancement facilitates delivery of invoices and credit notes through eInvoicing by allowing a debtor’s invoice delivery details to be configured to indicate that the debtor wishes to be invoiced via eInvoicing.
Configuration
To set eInvoicing as the required invoice delivery method on a set of debtor invoice delivery details, follow the procedure below:
Go to Billing > Debtor …
Before setting eInvoicing as the delivery method for a debtor, ensure by checking with the debtor that the debtor is capable of receiving eInvoices.
eInvoicing can only be used to deliver invoices and credit notes to a debtor if all of the following applies:
the debtor and billing company are assigned to the country of Australia or New Zealand
the billing company is eInvoicing enabled (for more information, see …).