CONTENTS
- General information about auxiliary business name
- Adding and editing a new auxiliary business name
- Invoice number series
- Auxiliary business name's own invoice number series and integration
This guide instructs you on adding and managing auxiliary business names. Auxiliary business names can be utilized in sales invoicing. You will also learn how to set up settings related to auxiliary business names for sales invoices. The guide includes information about invoice number series and how to set a specific bank account for an auxiliary business name.
Adding auxiliary business names allows for individual handling of sales invoices, orders, bank account information, logos, and the invoice number series for the company's auxiliary business names. You can access the management of auxiliary business names from Sales > Basic information and settings > Auxiliary business names
General information about auxiliary business name
Adding an auxiliary business name allows the company to invoice using the information of this auxiliary business name. If an auxiliary business name is created for the company, it can be selected during the creation of a sales invoice or directly assigned to desired customers who will be invoiced using this auxiliary business name. This way, a different name, address information, logo, and possibly a different bank account can be displayed on the invoice than what would be in the main business name's information.
The auxiliary business name can be added behind desired customers on the additional information editing tab in the auxiliary business name field.
Netvisor does not have direct separate reporting for auxiliary business names, but if you take an extended search from the sales invoice list, you can search for the desired existing auxiliary business name invoices through it. In this case, you need to take this auxiliary business name as a search criterion.
There is no handling of auxiliary business names in the purchase ledger, meaning this only affects the sales side.
Adding and editing a new auxiliary business name
Managing auxiliary business names requires function-specific rights to manage basic information. A new auxiliary business name can be added from the "New auxiliary business name" section.
Logo
The logo is first added in the Company menu > Company basic information and settings > Logo. After this, the logo can be selected in the auxiliary business name information.
Bank accounts used
Select the bank account(s) used by the auxiliary business name. This selection affects which bank account will appear on the auxiliary business name's sales invoices.
If you want only certain bank accounts to be visible for the auxiliary business name, these bank accounts must also be visible for the main business name. If you want the main business name not to show the auxiliary business name's bank accounts, you need to create an auxiliary business name for the main business name and then use these two auxiliary business names in invoicing. If no auxiliary business name is selected for the sales invoice in this case, all accounts whose information (Company menu > Bank accounts) have the "Show on invoice form" option will be printed on the sales invoice. The auxiliary business name can be saved in the customer's additional information tab in the auxiliary business name field. This way, the selected auxiliary business name will be directly chosen when a new invoice is made for the customer.
The auxiliary business name can be added directly behind desired customers, so when making a new invoice for these customers, this selected auxiliary business name will be pre-selected. This can be added to the customer's additional information editing tab in the auxiliary business name field.
Invoice number series
It is possible to define own invoice number series for auxiliary business names. When an invoice number series is activated for one auxiliary business name, the invoice number series in use are visible to other auxiliary business names. New series are thus easy to define, and the creation of overlapping series is prevented.
When auxiliary business names are in use, and own invoice series are defined for them, the system changes the invoice number when the auxiliary business name is selected for use on the sales invoice.
Note! The minimum interval for invoice number series is 2,000,000 numbers. An auxiliary business name can have only one invoice number series, so the series should be defined large enough.
When invoice number series are activated, it should be noted that invoices not charged through auxiliary business names (going through the basic company) will receive the next number according to the largest invoice number series. This can cause a large gap in invoice numbering compared to previously invoiced invoices. If the company has order processing in use, the number series for these is sequential, and a new order always receives the largest number even if an auxiliary business name is given for the order. But then when the order is invoiced, the next largest number from the auxiliary business name's number series will be used for the invoice.
Auxiliary business name's own invoice number series and integration
Separate invoice series can be used as an aid when importing sales invoices as integration material into Netvisor. The import of auxiliary business names is supported in the interface, so invoice number series can be defined for invoices imported through the integration, which are created in Netvisor.
If the company has multiple interfaces from which invoices are imported, all material can be kept in its own series.
Example:
For more detailed instructions related to importing sales invoices, see here.
Keywords: Auxiliary business name, auxiliary business names, sales invoices, bank accounts, invoice number series, integration
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