Create self billing invoices

Learn how to generate self billing purchase invoices from subcontractor statements.

  less than a minute  

Self billing lets you create a purchase invoice on behalf of a subcontractor, using data from an approved Subcontractor Statement. This ensures accurate billing for recorded project work, without waiting for the vendor’s invoice.

When to use it

  • The subcontractor does not send an invoice
  • The Subcontractor Statement has Status = Approved

How to create the invoice

  1. 🔎 Go to Subcontractor Statements
  2. Select an Approved statement
  3. Choose Create Purchase Invoice
  4. Confirm filters and click OK

A purchase invoice will be generated automatically.

What gets filled

  • Vendor No., Document Date, Invoice No. → from the statement
  • Posting Date → current work date
  • Document Type → set to "Invoice"
  • Document No. → from Self Billing No. Series
  • Language Code → from Vendor Card

Lines

  • First Line: Summary → "Self Billing Invoice: <Start> - <End>"
  • Following Lines: Project entries
    • Type, No., Description, Quantity, Unit Cost, Line Amount
    • Unit Cost is converted if currency differs

After posting

  • Subcontractor Invoice No. is written back to linked project entries
  • Statement status becomes Closed and read-only

🔒 Once posted, the statement can’t be reopened.