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Sending Invoice to Sell To

  • 1.  Sending Invoice to Sell To

    SILVER CONTRIBUTOR
    Posted Mar 05, 2021 11:20 AM
    With customers that are set up with the same bill to but multiple sell to. An invoice is processed for Company "A" but its bill to is Company "C". But we need to send the invoice to Company "A", not Company "C"? How would we set up the contact in order to make sure the sell to customer gets the invoice not the bill to?

    Thanks,
    Jason A. Natanson

    ------------------------------
    Jason Natanson
    Clesen Wholesale
    Evanston IL
    ------------------------------


  • 2.  RE: Sending Invoice to Sell To

    NAVUG ALL STAR
    Posted Mar 08, 2021 08:06 AM
    Jason,

    Let me make sure I have the scenario correct...

    Sell-To Name = Company A and its Bill-to Name = Company B

    The above are separate Sell-To Names and Companies, NOT Ship-to's for the same single Bill-to Company, correct? The reason I ask is you are setting the Bill-to to Company B and these sound like Ship-to addresses for a single Parent Company. For example, Kohls is my customer and I ship-to all there Stores but the Bill goes to Kohls corporate office.

    If your scenario, at Sales Order Entry, on the Shipping and Billing Fast Tab, you can change the Default Bill-to back to Company A (select Another Customer).

    Thanks,
    Steve

    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 3.  RE: Sending Invoice to Sell To

    SILVER CONTRIBUTOR
    Posted Mar 08, 2021 12:37 PM
    Hi Steve,

    Thanks for you response. We would like to set up the sale order so when we put in an order for company A the invoice would not be sent to Company C which is the primary bill to . But be sent to company A contact when the invoices are posted. We would like for this to be hardcoded into the customer card.

    Company C= Bill To and Sell To
    Sub Company A= Same Name as Company C but does not pay invoices only receives product and approves invoices to pay for parent company "C"

    ------------------------------
    Jason Natanson
    Clesen Wholesale
    Evanston IL
    ------------------------------



  • 4.  RE: Sending Invoice to Sell To

    NAVUG ALL STAR
    Posted Mar 08, 2021 01:03 PM
    Jason,

    BC, from a setup point of view, has the following options:

    Customer A - can be Sell-to and Bill-to and Ship-to
    Customer A - can be Bill-to and Sell-to and Customer A can have a list of Ship-to Addresses
    Customer A - Can be Sell-to and have Ship-to Addresses but Bill-to can be Customer B

    So you example is Company C = Sell-to and Bill-to and Company A is a sub-company receiving product that is paid by Company C. You also want to ability to actual send Company A an Invoice vs. Company C. In this case, Company A will be a Customer as Bill-to, Sell-to, and Ship-to. This way when you post they receive the Invoice and pay the A/R posted. If you want flexibility and have Company A with the Bill-to = Company C, then you will set the Company A Bill-to as default, to Company C. On the Sales Order, when you want to send the Invoice to Company A, you can update the Sales Order Shipping and Billing Fast Tab, to Company A itself.

    Thanks,
    Steve

    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 5.  RE: Sending Invoice to Sell To

    SILVER CONTRIBUTOR
    Posted Mar 09, 2021 09:30 AM
    Thanks, Steve.

    ------------------------------
    Jason Natanson
    Clesen Wholesale
    Evanston IL
    ------------------------------



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