EX014 Billing Note

Billing note management with Microsoft Dynamics 365 Business Central

Quick Guide

1Setup and insert billig note
2Manage and post billing note in vendor bill
3Manage and post billing note in payment journal
4Create billing note from salesperson vendor invoice

Introduction

The professional billing note is the document that professionals use to certify the work completed and to prove receipt of the relevant payment. In fact, according to the rules regarding VAT (article 6 of Dpr 633/1972), the fee should be issued upon payment of the amount requested by the beneficiary of the service. However, the possibility of issuing this tax document even before payment of the benefit remains valid.

In a broad sense, the billing note can also be seen as an advance payment that is paid to suppliers even when they are not subject to withholding.

Currently, those who want to manage billing notes use a DocFinance feature.

However, this functionality is very limited as it is linked to the supplier card (there is no easily consultable list) and only manages suppliers with withholding tax.

With the new APP it will be possible to manage notes for all types of suppliers, including foreign ones (therefore without withholding tax) and possibly also in foreign currency.

The two functions will not conflict even if the use of only one of the two managements is recommended

Billing note - SUMMARY

For a summary of the functionalities involved, press ALT + Q and type “EBN”:


Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FREE-TRIAL-DEMO version: it’s automatically activated at first request and gives full access to all features. This trial expires after 20 days from the activation

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months following the wizard and accessing to the EOS AppStore.

See www.eos-solutions.it website for more information.



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