This feature allows you to gain clarity on your billing intermediaries (level 2) by defining them directly on your projects.
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Create the intermediary
You need to create the billing intermediary in the CRM so that it is entered on the project and the order.
Company creation
You must create the company and then link a contact to it.
Tip
To quickly identify your intermediaries, why not create a dedicated state for them?
Go to Administration > Global settings to create a state "billing intermediary"
If needed, feel free to refer to the tutorial: Create a new company in the CRM
Create billing details
To link the billing details of this intermediary, you must first create them in its company profile.
To add them, nothing could be simpler:
Go to the relevant company profile
Click on the "Billing" tab
In the "Details" sub-tab: use the "+" icon to add new details, or the pencil icon to edit existing details.
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IMPORTANT!
If no email is present in the details, sending the invoice by this means will be impossible.
Your intermediary is created! All that remains is to define it at the project level.
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Enter the billing intermediary for a project
The billing intermediary is entered directly at the project profile level.
On the "Information" tab of the project
For each of your projects, you can define a billing intermediary so that it appears on your order as the company to which the invoice should be addressed.
On the order profiles
Once selected on the project, this billing intermediary will appear on the associated order.
What changes
On the order, when a billing intermediary is declared on the associated project, the following information will be retrieved from the billing intermediary's company profile (and no longer from the final client):
The billing details ("Billing method" section)
The VAT number ("Invoice PDF" section)
The provider number("Invoice PDF" section)
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F.A.Q.
Can you extract the list of billing intermediaries associated with each project?
As of today, this is not yet possible. However, it is possible to plan such a request via the ExtractBI application. Please contact our support if you need further details on this topic.