As explained in the following article, you are now required to display the registered office address of the entity you are billing on your invoices if it differs from the billing address.
To help you manage this as simply as possible, here are the steps to follow:
⠀
Enable Separation in Your Admin Configuration
To avoid disrupting all your Agencies (which are not necessarily all in France, this option can be enabled Agency by Agency). We have made this behavior configurable Agency by Agency. Thus, to enable it for one of them, simply follow these steps:
Admin Interface > Legal Agency Card > Billing tab
Open the admin interface
Open the relevant legal Agency ("Legal Agencies" tab)
Open the "Billing" tab
Check the box "Distinguish registered office and billing details" (section "General invoice settings")
Save
If You Have Multiple Legal Agencies
Repeat this step for all Agencies where you want to enable this separation!
Where Should I Enter My Client's Registered Office Address?
Billing Address = Registered Office Address?
If so, you don't need to worry about the rest as your invoices will remain unchanged.
If you want to specify a registered office address different from the billing address, then you need to:
Go to the relevant company card > "Billing" tab
Add a billing detail
Enter the registered office details of the company you are billing. (You can indicate "Registered Office" in the "Contact" field for greater clarity in your address list)
Specify on Which Project/Order You Want to Separate the Two Addresses
If This Order Has Attached Invoices
The change you make will affect all generated invoice PDFs (even your previous invoices linked to this order). If you have not already downloaded/archived the PDFs of your previous invoices in a separate file, we recommend doing so (via an export of all your invoices) to keep a record of their original version.
Final step, you just need to go to one of the orders where you want to separate the registered office address from the billing address.
Once you are on the order, you will see that the "Registered Office" field is set to "Same as billing address"; simply change it to choose another address.
Don't forget to Save to apply your change.
Will I Have to Do This for All Orders?
No, from now on, all future orders for this project or a new project for this client will inherit this configuration.
Enable Separation for a Client
As of today, if you have followed step 2 on one of your client's projects, you no longer need to worry about it. Indeed, BoondManager will automatically look for (among the orders created on other projects for your client) the latest configuration and will reuse it.
⠀
What Impact on My Invoices?
If You Haven't Enabled Separation on Any Order
In this case, nothing will change; BoondManager will consider the billing address to be the same as the registered office, and invoices will be generated as before.
However, if you have enabled separation on certain orders, please review the following points to anticipate the impact:
If You Have Enabled Separation on Certain Orders
Depending on your invoice template configuration, the invoices attached to them will be impacted as follows:
Default template Custom template (DocTemplates) Preview (invoice card)
If you have not created a custom template, then the PDF will automatically display both addresses if they are different:
Don't Forget to Update Your Template
We cannot modify templates for you, so be sure to update your template using the following new variables:
HEADOFFICE_ADR1: Registered office address line 1
HEADOFFICE_ADR2: Registered office address line 2
HEADOFFICE_ADR3: Registered office address line 3
HEADOFFICE_CP: Registered office postal code
HEADOFFICE_VILLE: Registered office city
HEADOFFICE_PAYS: Registered office country