Settlements addendum

Detailed information regarding the settlements and installments that are linked to a sales invoice is now included in the Invoice Settlements Addendum. To print the addendum, select the Print Invoice Settlements check box on the Reports tab of the Invoicing Options (cisli1520m000) session. You can also specify a device here.

The Invoice Settlements Addendum includes the reference of the original invoice, the settled amount, the tax amount, the total settled amount, and the settlement document type. All amounts are displayed in the local currency and the home currency. The Invoice Settlements Addendum shows the information for these documents:

  • Advance payment requests
  • Advance invoices
  • Normal installments
  • Guarantee installments
  • Progress payment requests

These documents apply to manual sales invoices, sales order invoices, service invoices, and project invoices.

Note: In the case of Project, settlements can be created only for advance payments, advance invoices, or progress payment requests. When the installments are created, the settlement is also created and displayed in Invoicing. The progress payment request must not be confused with the progress invoice (installment).

In addition, significant changes have been made to the InvoiceBOD publication related to installment invoices. See KB Article 2251923 for more information.