In Billing, a customer is invoiced for deliveries and services specified in a sales order or a customer may be granted a credit memo because of an incorrect or damaged delivery. For this reason, you create billing documents based on documents created earlier. For instance, you create:
Invoices based on deliveries or services
Credit and debit memos based on requests
Pro forma invoices based on sales documents or deliveries
Cancellation documents based on billing documents or credit memos
When creating a billing document you always refer to a preceding document. You can either bill the entire document, individual items, or partial quantities of items.
The billing type is determined automatically by the system. This can be changed in the following ways:
In SD Customizing via
Billing section.Via the proposal data when you create a billing document:
The following table shows the reference documents defined in the standard system:
Billing Document |
Reference Documents |
Billing Document |
Sales document or delivery |
Credit Memo |
Credit memo request |
Debit memo |
Debit memo request |
Credit memo for returns |
Credit memo request for returns |
Pro forma invoice |
Sales document or delivery |
Cancellation invoice |
Billing Document |
Cancellation credit memo |
Credit Memo |
Invoice List |
Billing documents |
You can specify in Customizing for Billing for each item category whether billing is carried out with reference to a delivery or a sales order.
The system will automatically suggest a billing type depending on the reference document it is based on.
Example
A standard order (document type OS ) is billed with an invoice (billing type F2 ).