Charging a Supplementary Invoice to a Different Customer

There may be occasions where a supplementary invoice needs to be charged to someone other than the original customer - for example, a third-party payer, parent company, or an associated business. This article explains how to correctly configure the charge-out options when generating a supplementary invoice, ensuring it is billed to the correct party.

This process is useful when:

• A business covers charges originally incurred by an individual (or vice versa)

• An associated company or group entity is paying the invoice

• Charges are being reallocated for accounting or contractual reasons

Charge-Out Options Explained

When creating the supplementary invoice, the system provides several charge-out options. These are selected from the Private/Business dropdown menu. Each option determines which set of account details or ledger the invoice is assigned to.

Available Options

• Private
  Uses the address and contact information from the Personal tab of the customer record.

• Business
  Uses the address and contact information from the Business tab of the customer record.

• Private Account
  Posts the invoice to the sales ledger account specified on the Personal tab.

• Business Account
  Posts the invoice to the sales ledger account specified on the Business tab.

• Other Account
  Allows the invoice to be posted to any valid sales ledger account, regardless of whether it's directly linked to the current customer. This is the appropriate option when invoicing a different entity entirely.

Using the 'Other Account' Option

If you need to invoice a third party or a separate entity that does not already exist in the system, you must first set them up as a sales ledger account.

To create a new sales ledger account, follow this guide:
https://support.dmsnavigator.com/en/support/solutions/articles/103000298208-how-do-i-create-a-new-sales-ledger-account-

Once the account has been created:

1. Return to the supplementary invoice screen.

2. Select Other Account from the dropdown.

3. Enter the account number of the newly created sales ledger account.

4. Complete the invoice as normal.