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Self-billed e-invoices: reporting what your supplier will not · presentation 2 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Self-billed e-invoices: reporting what your supplier will not · presentation 2 of 6

Which documents can carry one, and how the flag gets set

You can name the five purchase documents that can become a self-billed e-invoice…

Step 1 — Name the five documents that can carry one

You know the full set, so you are not surprised by an adjustment that reports itself.

What this step names
  1. Five purchase documents can become a self-billed e-invoice: the purchase invoice
  2. The purchase debit note
  3. The purchase credit note
  4. The purchase refund note
  5. The purchase return

Step 2 — Set the flag once, on the supplier

Nobody at GadgetSphere has to remember to press anything.

Screen capture pending the demo tenant

The supplier's E-Invoice tab with the self-billed switch on, above the tax identification number and business-activity fields

Step 3 — Know what an unflagged purchase document does instead

You can read the fork in the road.

Screen capture pending the demo tenant

Reconciliation (Purchase), the PD Matching Queue, holding the unflagged purchase documents waiting for a supplier's own e-invoice — and none of the self-billed ones

Step 4 — Watch for the skip that switches it all off

You know the setting that makes a self-billed document vanish.

What you do
  1. Check the skip flag on any supplier you have just switched self-billing on for

Step 5 — Know the two notes that travel to LHDN but not over Peppol

You will not spend a morning wondering why an adjustment never arrived at a trading partner.

Where this step sits
    flowchart TD
  s1["1. Name the five documents that can…"]
  s2["2. Set the flag once…"]
  s3["3. Know what an unflagged purchase document…"]
  s4["4. Watch for the skip that switches…"]
  s5["5. Know the two notes that travel…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

NarrationSlide 1 of 6

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