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Billing Rule - Progress Billing - Sales account for Intercompany

  • 15 April 2024
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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!

 

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Best answer by iqraharrison48 22 April 2024, 14:14

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Raphael

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iqraharrison48
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@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!

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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