Skip to content
Learn
Presentations P-00000 to P-00999
The customer the whole group shares, and whose e-invoice it is

The customer the whole group shares, and whose e-invoice it is

E-invoice across a group of companies and its branches · presentation 3 of 4 · for the whole-system operator — you run the books Read the transcript · Back to the series

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another, each with its own player — or read the transcript, which carries the same steps and every word.

E-invoice across a group of companies and its branches · presentation 3 of 4

The customer the whole group shares, and whose e-invoice it is

You can say whose e-invoice a shared customer's document is, which of the customer's e-invoice facts follow them into every company…

One record, three suppliers

Step 1 — Recognise that the customer is one record and the suppliers are three

The question will have a shape.

What this step names
  1. The tax number
  2. Identity type and e-invoice address were typed once
  3. By whoever created the record
  4. Every company's sales screen reads them from the same place

Step 2 — Answer whose e-invoice it is

You can answer in one sentence.

Where this step sits
    flowchart TD
  s1["1. Recognise that the customer is one…"]
  s2["2. Answer whose e-invoice it is"]
  s3["3. Know that the skip flag travels…"]
  s4["4. Know the other two facts that…"]
  s5["5. Find out where the submission type…"]
  s6["6. Check it on one customer in…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

The flags that follow the customer everywhere

Step 3 — Know that the skip flag travels with the customer, not the company

You will set one checkbox with three companies in mind.

Where this step sits
    flowchart TD
  s1["1. Recognise that the customer is one…"]
  s2["2. Answer whose e-invoice it is"]
  s3["3. Know that the skip flag travels…"]
  s4["4. Know the other two facts that…"]
  s5["5. Find out where the submission type…"]
  s6["6. Check it on one customer in…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Know the other two facts that travel the same way

You will not be surprised by a number format or a self-billed invoice.

Where this step sits
    flowchart TD
  s1["1. Recognise that the customer is one…"]
  s2["2. Answer whose e-invoice it is"]
  s3["3. Know that the skip flag travels…"]
  s4["4. Know the other two facts that…"]
  s5["5. Find out where the submission type…"]
  s6["6. Check it on one customer in…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

The value that decides the pool

Step 5 — Find out where the submission type actually comes from

You will stop looking for a default that does not exist.

Where this step sits
    flowchart TD
  s1["1. Recognise that the customer is one…"]
  s2["2. Answer whose e-invoice it is"]
  s3["3. Know that the skip flag travels…"]
  s4["4. Know the other two facts that…"]
  s5["5. Find out where the submission type…"]
  s6["6. Check it on one customer in…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Step 6 — Check it on one customer in thirty seconds

You will have seen the whole lesson on your own screen.

What you do
  1. Open the shared customer once and note the tax number and the skip flag
  2. Open one document to that customer from each company and go to the E-Invoice…

NarrationSlide 1 of 10

Left and right arrows, or the space bar, move between slides; f is full screen and Esc leaves it. Clicking the left or right half of a slide pages it. Play and pause belong to you — nothing moves on by itself unless you tick the box above.

Last updated on
Three registrations, one schedule: what setting e-invoice up three times actually means — transcriptThe customer the whole group shares, and whose e-invoice it is — transcript