Setting up Invoicing

Prerequisites

Before you set up the invoicing data in Invoicing, in Common you can define this data:

1. Invoicing methods in the Invoicing Methods (tcmcs0555m000) session.
2. Late payment surcharges in the Late Payment Surcharges (tcmcs0111m000) session.
3. Invoice delivery methods in the Invoice Delivery Methods (tcmcs0156m000) session.
4. Link the invoicing methods and other invoicing related data to the invoice-to business partners in the Invoice-to Business Partner (tccom4112s000) session.

To set up Invoicing:

1. Define the invoicing parameters in the Sales Invoicing Parameters (cisli0100m000) session.

   In the Sales Invoicing Parameters (cisli0100m000) details session, you can set up:

   • For each invoicing data type or kind of order, the default transaction type and series to generate the invoice document numbers. The transaction category must be Sales Invoices. In this way, you permit or restrict the grouping of invoicing data types on the invoices, because to be grouped on a single invoice, the invoicing data lines must have the same transaction type and series. For details, refer to Selecting order data for invoicing.
   • A default billing request templates and billing request addition.
   • The default account and dimensions for manual sales invoices.
   • Default billing request templates and billing request additions for direct processing of sales orders, manual sales invoices, debit notes, and credit notes.
   • Parameters related to self-billed invoicing.
   • Various other options.

2. Define billing request templates in the Billing Request Templates (cisli1125m000) session.

3. Optionally, define invoice header and footer texts in each language, in the Invoice Header/Footer Text Language - Standard Text (cisli1110m000) session.

   For details, refer to To print header and footer texts on invoices.

4. Define billing request additions in the Billing Request Additions (cisli1520m000) session. The billing request additions control the appearance of the printed invoices.

5. Define invoice printing sequences for the original invoices, in the Invoice Printing Sequences (cisli1540m000) session. You can select sort criteria with different priorities.

   For details, refer to Valuation price and invoice amounts for staggered consignments.

6. If bank reference numbers are required on the invoices, set up the bank reference numbers in the Bank Reference Positions by Country (cisli1130m000) session.

   For details, refer to Bank reference numbers.