Creating subcontractor invoices issued

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You can create a subcontractor invoice issued from scratch or generate it based on a subcontractor order received. A generated subcontractor invoice issued has prefilled details and a link to the source document. This saves your time on data input and ensures traceability of your transaction.

To create a subcontractor invoice issued:

1. Do either of the following:
   • To generate a subcontractor invoice issued based on a subcontractor order received:
     • Recommended: Go to the subcontracting workplace, then go to the Subcontractor invoice issue tab, select a subcontractor order received, and click Generate subcontractor invoice issued.
       Note. This method is recommended because it automatically prefills invoice details and prevents accidental invoice generation from an unsuitable subcontractor order.
     • Open a goods issue based on the subcontractor order received and click Generate > Subcontractor invoice issued.
   • To create a subcontractor invoice issued from scratch, go to Sales, then, under Subcontracting services provided, click Subcontractor invoices issued, and then click Create.
2. Specify general details of the subcontractor invoice issued:
   • Specify Customer.
   • Fill in the remaining fields as necessary.
3. On the Finished products tab, specify finished products that your company delivers to the customer:
   • To fill in products automatically from the base document, click next to the Base document field.
     This option is only available if you specified a base document in the general details.
   • To select products from the Products catalog, click Select.
   • To find products by barcode, click .
   • To add products manually, click Add.
4. On the Components tab, specify components that you received from the customer:
   • To fill in components automatically from the base document, click next to the Base document field above.
     This option is only available if you specified a base document in the general details.
   • To fill in components automatically from a bill of materials, select a bill of materials for at least one product on the Products tab.
   • To import component list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select components from the Products catalog, click Select.
   • To add components manually, click Add.
   • To find components by barcode, click .
5. Optional: If you received any advance payments from the customer, on the Advance clearing tab, specify advance payment clearing details:
   • To offset advance payments manually, click Add and fill in the advance payment details.
   • To offset advance payments with the advance payment clearing tool:
     1. Click Select.
     2. In the Advance payments clearing window, in the Advance balance table, double-click an advance payment document, then, in the To be cleared table, specify the clearing amount for the payment document, and click OK.
        Alternately, to populate the exact clearing amount that equals to the sales invoice's total amount, click Fill in.
   • To offset advance payments automatically:
     1. Go to Settings.
     2. Under Accounting settings, click Cash management.
     3. Under Advance payments, set Set off advance payments automatically to Yes.

     Now, when you create a subcontractor invoice issued, advance payment documents automatically appear on the Advance clearing tab of the invoice and settle its amount.

6. Optional: On the Payment terms tab, specify payment terms of the invoice:
   1. Select the Set payment terms checkbox.
   2. Do one of the following:
      • To add a single payment, select Once-off payment and specify the payment method and due date.
      • To add payment by installments, select Installments and specify the payment method and installment details.
   3. If the payment method is Cash or Electronic, specify the settlement account.
7. Optional: On the Additional information tab, specify additional information.
8. Click Post and close.

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