Add a tax solution to a bill back bill

If your company is subscribed to the Taxes application, edit the drafted bill at the top level to add a tax solution like VAT or GST. Then post the bill.

Bill back with taxes workflow. Current step is 2
Bill back with taxes workflow

❶ Post invoice

❷ Edit drafted bill

❸ Add tax solution

❹ Post bill

You can edit a bill directly, rather than the invoice on which it's based. Changes you make to the bill don't affect the invoice. Conversely, editing the invoice doesn't update the bill.

Subscription

  • Accounts Payable

  • Taxes
User type Business user
Permissions Bills: View, Edit
Configuration Multi-entity shared company
Prerequisites Make sure you've set up the necessary permissions to create and view bills directly in the second entity.
Restrictions

  • Account labels not supported.

  • Avalara and Advanced Tax not supported.

  • OE/PO invoices do not support inter-entity bill back functionality.
Previous step Create an invoice with inter-entity bill back
  1. Go to Accounts Payable > All > Bills.
  2. Find the system-generated bill that you want to edit.
  3. Select More actions > Edit at the end of the row.
  4. Select Transaction has tax implications.
  5. Select a Tax solution from the dropdown.
  6. For each line item that has tax implications, select a Tax detail.
  7. Select Post.
  1. Go to Accounts Payable > All > Bills.
  2. Select Edit by the system-generated draft bill.
  3. Select Transaction has tax implications.
  4. Select a Tax solution from the dropdown.
  5. For each line item that has tax implications, select a Tax detail.
  6. Select Post.