Add a tax solution to a bill back AP supplier invoice

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

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

❶ Post AR sales invoice

❷ Edit drafted AP supplier invoice

❸ Add tax solution

❹ Post AP supplier invoice

You can edit an AP supplier invoice directly, rather than the AR sales invoice on which it's based. Changes you make to the AP supplier invoice don't affect the AR sales invoice. Conversely, editing the AR sales invoice doesn't update the AP supplier invoice.

Subscription

  • Accounts Payable

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

  • Account labels not supported.

  • Avalara and Advanced Tax not supported.

  • OE/PO AR sales invoices do not support inter-entity bill back functionality.
Previous step Create an AR sales invoice with inter-entity bill back
  1. Go to Accounts Payable > All > Bills.
  2. Find the system-generated AP supplier invoice 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 > AP supplier invoices.
  2. Select Edit by the system-generated draft AP supplier invoice.
  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.