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Billing Rule - Progress Billing - Sales account for Intercompany


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Hi,

In the case of progressive billingfor our intercompany, I would have liked to be able to set the sales account setting from “customer", but I do not have this option. I have this option that I use without problems with T&M. Is there a trick to accomplishing this? (Ex: additional step of billing rule, or other).

THANKS!

 

Best answer by iqraharrison

@raphrf customer is only available with the T&M billing, I believe this would have to be done via customization if you wanted to specify the customer.

 

the other thing you could do is create a separate billing rule to use the project and then for customers that fall within the intercompany criteria, you could specify the sales account for that project

 

hope this helps!

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2 replies

iqraharrison
Captain II
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  • Captain II
  • 520 replies
  • Answer
  • April 22, 2024

@raphrf customer is only available with the T&M billing, I believe this would have to be done via customization if you wanted to specify the customer.

 

the other thing you could do is create a separate billing rule to use the project and then for customers that fall within the intercompany criteria, you could specify the sales account for that project

 

hope this helps!


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  • Author
  • Semi-Pro III
  • 144 replies
  • April 30, 2024

Finally, We did it by customization.

 


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