The TAC system supports both site-specific invoices and customer or multi-site invoices.
Site-specific invoices place all charges associated with an invoice on that site. This is the usual invoicing method used. Most people want this because they pay for work out of different check books / accounts and need separate invoices in order to handle payables correctly.
Customer or multi-site invoices record the charges on the first or lowest site number for a customer. All the charge history is maintained on the individual service sites, but the invoice balances are on the first site number. The customer invoice is designed to list all sites contained on the invoice, with associated charges for each site. This is useful for customers who have an accounting staff and use loaded allocations when handling accounts payable.
Working Instructions for Multi-Site Invoicing
When generating a customer invoice, you need to
1. Check the option for multi-site when generating the invoice. This tells the TAC system to group all charge activity and assign a single invoice number for all sites for the specified customer.
2. Select the Customer/Multi Invoice format for printing the invoice. This is what formats the invoice for the customer’s sites.