How to Invoice a Workshop Job to an Internal Account

When invoicing a workshop job to an internal sales ledger account, it is essential to correctly set the payee type to ensure the invoice is processed correctly. This method is typically used for internal department charges, warranty work, or company fleet maintenance.

Steps to Invoice a Workshop Job to an Internal Account

1. Access the Workshop Job

   • Open the relevant workshop job that requires invoicing.

2. Update Each Request Line

   • Locate the request lines within the job.
   • Select the Payee Type field for each request line.

3. Choose "Internal" as the Payee Type

   • From the drop-down list, select Internal.
   • A dialogue box will appear to specify the internal account.

4. Select the Internal Sales Ledger Account

   • Search for the account by description or manually enter the sales ledger account number.

5. Confirm and Save

   • Once all lines have been updated, review the details.
   • Save the changes and proceed to invoice the job.