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<ManualTopic ID="/baanerp/ci/onlinemanual/000006" xml:lang="en">
   <Header>
      <Title>Setting up Invoicing</Title>
      <Keyword type="header" order="d1e78615">
         <Level1>Invoicing</Level1>
         <Level2>setup</Level2>
      </Keyword>
      <Keyword type="header" order="d1e78621">
         <Level1>Setup</Level1>
         <Level2>Invoicing</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <ProcedureList>
         <ListTitle>Prerequisites</ListTitle>
         <ListIntro>Before you set up the invoicing data in <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>, in <GUIRef href="/baanerp/tc" role="package">Common</GUIRef> you can define this
		  data:</ListIntro>
         <ListItem>
            <Link href="/baanerp/ci/glossary/glossary#000301" role="glossary" Update="No">Invoicing methods</Link> in the <GUIRef href="/baanerp/tc/mcs/tcmcs0555m000" role="session">Invoicing Methods (tcmcs0555m000)</GUIRef> session.</ListItem>
         <ListItem>
            <Link href="/baanerp/tc/glossary/glossary#LatePaymenSu_tc" role="glossary">Late payment surcharges</Link> in the <GUIRef href="/baanerp/tc/mcs/tcmcs0111m000" role="session">Late Payment Surcharges (tcmcs0111m000)</GUIRef> session.</ListItem>
         <ListItem>
            <Link href="/baanerp/tc/glossary/glossary#000313" role="glossary">Invoice delivery methods</Link> in the <GUIRef href="/baanerp/tc/mcs/tcmcs0156m000" role="session">Invoice Delivery Methods (tcmcs0156m000)</GUIRef> session.</ListItem>
         <ListItem>Link the invoicing methods and other invoicing related data to
		  the invoice-to business partners in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partner (tccom4112s000)</GUIRef> session.</ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <ProcedureList>
         <ListTitle>To set up <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>:</ListTitle>
         <ListItem>Define the invoicing
		  parameters in the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Invoicing Parameters (cisli0100m000)</GUIRef> session. <List>
               <ListIntro>In the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Invoicing Parameters (cisli0100m000)</GUIRef> details session, you can set up:</ListIntro>
               <ListItem>For each invoicing
				data type or kind of order, the default transaction type and series to generate
				the invoice document numbers. The transaction category must be <GUIRef href="/baanerp/tf/domains/gld.catg#sales.inv" role="option">Sales Invoices</GUIRef>. In this way, you permit or restrict the grouping of
				invoicing data types on the invoices, because to be grouped on a single
				invoice, the invoicing data lines must have the same transaction type and
				series. For details, refer to <Link href="/baanerp/ci/onlinemanual/000005" role="manual">Selecting order data for invoicing</Link>.</ListItem>
               <ListItem>A default <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request templates</Link> and <Link href="/baanerp/ci/glossary/glossary#000003" role="glossary">billing request addition</Link>.</ListItem>
               <ListItem>The default account
				and dimensions for manual sales invoices.</ListItem>
               <ListItem>Default billing request templates and billing request
				additions for direct processing of sales orders, manual sales invoices, debit
				notes, and credit notes.</ListItem>
               <ListItem>Parameters related to self-billed invoicing.</ListItem>
               <ListItem>Various other
				options.</ListItem>
            </List>
         </ListItem>
         <ListItem>
            <Paragraph>Define <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request templates</Link> in
			 the <GUIRef href="/baanerp/ci/sli/cisli2501m000" role="session">Billing Request Templates (cisli2501m000)</GUIRef> session.</Paragraph>
         </ListItem>
         <ListItem>
            <Paragraph>Optionally, define invoice header and footer texts in each
			 language, in the <GUIRef href="/baanerp/ci/sli/cisli1110m000" role="session">Invoice Texts (cisli1110m000)</GUIRef> session.</Paragraph>
            <Paragraph>For details, refer to <Link href="/baanerp/ci/onlinemanual/000021" role="manual">To print header and footer texts on invoices</Link>.</Paragraph>
         </ListItem>
         <ListItem>Define <Link href="/baanerp/ci/glossary/glossary#000003" role="glossary">billing request additions</Link> in
		  the <GUIRef href="/baanerp/ci/sli/cisli1520m000" role="session">Billing Request Additions (cisli1520m000)</GUIRef> session. The billing request additions
		  control the appearance of the printed invoices.</ListItem>
         <ListItem>
            <Paragraph>Define invoice printing sequences for the original invoices,
			 in the <GUIRef href="/baanerp/ci/sli/cisli1540m000" role="session">Invoice Printing Sequences (cisli1540m000)</GUIRef> session. You can select sort
			 criteria with different priorities.</Paragraph>
            <Paragraph>For details, refer to <Link href="/baanerp/ci/onlinemanual/000026" role="manual">Valuation price and invoice amounts for staggered consignments</Link>.</Paragraph>
         </ListItem>
         <ListItem>
            <Paragraph>If <Link href="/baanerp/tf/glossary/glossary#000434" role="glossary">bank reference numbers</Link> are required on the invoices, set up the bank
			 reference numbers in the <GUIRef href="/baanerp/ci/sli/cisli1130m000" role="session">Bank Reference Positions by Country (cisli1130m000)</GUIRef> session.</Paragraph>
            <Paragraph>For details, refer to <Link href="/baanerp/tf/onlinemanual/000430" role="manual">Bank reference numbers</Link>.</Paragraph>
         </ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Setting up recurrent invoicing</SectionTitle>
      <Paragraph>To process similar selections of invoicing data regularly, you
		can define <Link href="/baanerp/ci/glossary/glossary#000300" role="glossary">billing request sets</Link> and create a job to process the
		request sets.</Paragraph>
      <Paragraph>For details, refer to <Link href="/baanerp/ci/onlinemanual/000009" role="manual">Direct processing of invoices</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Setting up self-billed invoicing</SectionTitle>
      <Paragraph>To automatically or manually match self-billed invoices with
		corresponding sales and warehouse order data, you must set a number of
		parameters in <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> and in <GUIRef href="/baanerp/tc" role="package">Common</GUIRef>.</Paragraph>
      <Paragraph>For details, refer to <Link href="/baanerp/ci/onlinemanual/000018" role="manual">Setting up self-billed invoice matching</Link>.</Paragraph>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/cisli" role="manual">
            <GUIRef href="/baanerp/ci/sli" role="module">Invoicing</GUIRef>
         </Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000001" role="manual">Invoicing procedure</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000005" role="manual">Selecting order data for invoicing</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000026" role="manual">Valuation price and invoice amounts for staggered consignments</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000003" role="manual">Printing texts on invoices</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000009" role="manual">Direct processing of invoices</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tf/onlinemanual/000430" role="manual">Bank reference numbers</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000009" role="manual">Direct processing of invoices</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000017" role="manual">Self-billed invoice matching</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>