Self Billing supplier bills

Question asked by David Gibbs 3 years ago

Hi all,

We hold self billing agreements with nearly all of our subcontractors, our process for accounting purposes is to pay the subcontractors and then we download (via Yodlee) our transactions and allocate from there. Reading the HMRC guidelines we should be stating on all "bills" created by us on behalf of our subcontractors "self billing" & "The VAT shown is your output tax due to HMRC" for them to be lawful and legible.

So my question is there a way the same as sales invoices that we can create a template for bills that automatically has those statements applied to them? So when we allocate our transactions and the bills are created they automatically have those statements and any other standard wording we choose?

Please help asap with this one as we created hundreds of these bills each week and the whole is getting deeper if we have to go back and manually input this on each bill raised.

Thanks in advance.

2 Replies

Hi David - this question has arisen several times in the past and at one time CB was planning to incorporate this as part of its enhanced Construction Industry development but that never happened.

Given CB's ability to apply invoice themes to both bills and invoices, it would not take a huge amount of time I'm sure to create a theme dedicated to self-billing and, in fact, you might be able to find a CSS developer out there who could do this for you.

In the meantime the best you can do is play about with the templates available and, in this respect:

Change the "Bill" label to "Self billing Invoice" Hide your own company's VAT number Make sure you enter the VAT numbers of any VAT registered subbies and mark the theme to show these (customer tax number). Change the "Summary" label to something like "Self billing information" and, as Tommy says, make sure the bills include the statements in the Summary section. The alternative to this having to be done manually on each bill is to create a logo, say by a screen grab, and upload that to the Theme (see attachment).

It's not perfect and, unless you can find a published template out there that's taken it out, you are stuck with your company's details in the footer but it's better than nothing (just about).

Finally, there's no need to download and send the subbies a PDF they can download it themselves from their statement URL.

Come on CB help out on this, it could be your only USP!

Hope that helps

file

Hi David,

Unfortunately, there is no default option to include those statements. However, when raising bills, you can include the statement in the summary box.

Tommy

Hi David - this question has arisen several times in the past and at one time CB was planning to incorporate this as part of its enhanced Construction Industry development but that never happened.

Given CB's ability to apply invoice themes to both bills and invoices, it would not take a huge amount of time I'm sure to create a theme dedicated to self-billing and, in fact, you might be able to find a CSS developer out there who could do this for you.

In the meantime the best you can do is play about with the templates available and, in this respect:

Change the "Bill" label to "Self billing Invoice" Hide your own company's VAT number Make sure you enter the VAT numbers of any VAT registered subbies and mark the theme to show these (customer tax number). Change the "Summary" label to something like "Self billing information" and, as Tommy says, make sure the bills include the statements in the Summary section. The alternative to this having to be done manually on each bill is to create a logo, say by a screen grab, and upload that to the Theme (see attachment).

It's not perfect and, unless you can find a published template out there that's taken it out, you are stuck with your company's details in the footer but it's better than nothing (just about).

Finally, there's no need to download and send the subbies a PDF they can download it themselves from their statement URL.

Come on CB help out on this, it could be your only USP!

Hope that helps

file

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