Why Set Up Customer Invoice Options?

You must define a customer invoice option before you define a customer contract. If you define a customer invoice option, you can customize the invoice format and determine the total amount billed. If you define multiple customer invoice options, you can select different invoice options for different contracts for the same customer. For each contract you define, you can assign only one invoice option.

Invoice options let you add additional information to the invoice such as a contact name. You can override the primary customer address by adding an optional bill to address. When the invoice prints, the contact name and the optional bill to address appear on the invoice.

The amount billed to the customer can be affected by the customer invoice options. Invoice options let you vary the percentage of the total charges billed. For example, if you bill on a joint project, you can choose to bill your customer 50 percent of the total charges. The customer tax status is also defined on the invoice options. If transactions are taxable, the applicable tax code is assigned and a service location can be specified.

What is a Service Location?

A service location is used to calculate tax amounts on customer invoices. A customer can have multiple service locations set up, each with different tax rules and addresses if needed. This information is then used to calculate tax amounts when an invoice is created. A service location can be assigned at the customer (on BR11.1), activity (on BR00.1), or account category (on BR00.4) level. If you do not select a service location for the customer, the tax code information is used to calculate tax.

What is a Jurisdiction Code?

A jurisdiction code is used to identify any region that requires sequential numbering of invoices and credit memos. For example, in Italy sequential invoice numbering is a legal requirement. Sequential numbering is also useful as an auditing tool, even where it is not required by law.

Jurisdiction codes are defined on Jurisdiction Codes (BR09.1), and are assigned to a contract as a customer invoice option on Customer (BR11.1). A sequential invoice number will be generated for all invoices or credit memos using the same jurisdiction code across the entire Billing and Revenue Management system. You can also use Jurisdiction Code Numbering (BR09.2) to edit the last invoice number used to for a jurisdiction if needed.