Object documentationBilling Document

 

A set of data representing one of the following documents:

  • Customer invoice

  • Credit memo

  • Debit memo

  • Intercompany invoice

  • Pro forma invoice

 

Billing documents contain billing-relevant data for a one or more business transactions. Billing documents are created as the result of the billing process and form the basis of a physical document or electronic file that can be sent to customers.

Structure

  • Header

    On header level, the billing document consists of general data, such as payer, billing document type, statuses, dates, and delivery and payment terms. Prices and related transactions are also available on header level.

  • Items

    Billing document items contain information about the billed product and the preceding transaction. Detailed pricing information is also available.

Most of the data in a billing document is derived from the business transaction for which the document was created. Once billing data has been transferred to accounting, you cannot change most of the data in the billing document. You can, however, change the value date, which determines the validity date for the billing document for accounting purposes (for example, to determine the payment period).

Integration

A billing document is always linked to one or more preceding business transactions, which are listed in the transaction history. You can search for billing documents that have been created for a particular preceding transaction.

You can create follow-up transactions to a billing document, for example, you can create a complaint if a customer queries the invoice value.