Why use self-billing in Dashdoc?
Dedicated numbering series per carrier, without breaks or duplicates
Generation and sharing of self-bills (in bulk or one by one) on the shipper's side
Direct import of received self-bills into supplier invoices on the carrier's side
Native integration into standard accounting exports, without special processing
Configure the self-billing features of your suppliers
From your address book, go to your carrier supplier's page.
In the billing section, click on "self-billing"
By activating self-billing, different fields appear to set the conditions established with your partner:
Default payment term: allows you to configure the automatic calculation of the due date in relation to the invoice date.
Self-billing mandate: enter the date and reference of the mandate established with the partner.
Billing series: to identify the invoices issued in the name of your supplier, indicate the numbering specific to your agreement, which will be unique and continuous.
To better understand invoice numbering, go here👈
Create a self-billing invoice for your supplier / subcontractor
Method #1 - From your subcontracted orders list
Use the filters to select the orders from one or more suppliers to self-bill
Then choose the button "associate with a purchase invoice"
then, "create a self-invoice"
Your draft invoice is created, you can access it by clicking on the shortcut that appears.
Method #2 - From the purchase invoicing menu
Choose "create a self-billing invoice", then select the partner to self-bill.
An empty invoice draft is created, you can add the orders to auto-invoice there.
Continue customizing the purchase invoice
This draft is located in the purchase invoicing menu, and it contains the selected chartering orders. You need to complete the price; to do this, click on "enter a price."
You can then choose to copy the order prices and/or manually add price lines.
When copying the prices of subcontracted orders, the price lines of each order appear individually.
If you later wish to record these lines in your accounting, you can specify the purchase billing product of your choice.
By selecting the lines, bulk actions appear, allowing you to apply products to each line at once. You can also choose to merge them.
Finally, the description of each line can be adapted and customized.
Once the prices are saved, the invoice PDF updates. Above the PDF, using the personalize button, you can choose the payment method to display on the invoice as well as the invoice language.
The finalize button allows you to permanently validate this invoice and its numbering. You specify the billing date, and the due date is automatically calculated based on the defined parameters.
The PDF is updated with the document number, billing date, and due date.
Once the payment is made, you can mark the invoice as paid using the "mark as paid" button, indicating the payment date and any notes.
The invoice integrates with other purchase invoices and is available for export to your accounting system.
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