In this article

Common Invoice Account for Different Customers: Example

In some cases, an invoice is sent to the customer who is not the purchasing customer. For example, Company A has three branches (Branch 1, Branch 2, and Branch 3). The branches order items from a vendor, but the invoice is paid by a third-party account. In Microsoft Dynamics 365 for Finance and Operations, Branch 1, Branch 2, and Branch 3 have separate customer records but use a common invoice account for paying for the ordered items.

The invoice account is a standard feature in Microsoft Dynamics 365 for Finance and Operations. To set up the invoice account for a customer, do the following:

Open an existing customer record or create a record.
Go to the Addresses FastTab, specify an address with the Purpose set to Invoice.
Go to the Invoice and delivery FastTab, and specify the Invoice account and the Invoice address.

For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation.

The following examples demonstrate how a common invoice address is used for different customers.

Sales order with Invoice Account Address

Company A has the following customer records set up:

Branch 1

Address FastTab:
- Address 1: Laguana Blvd., Seattle, WA 98118, USA
  Address purpose: Business, Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 2
- Invoice address: Invoice account

Branch 2

Address FastTab:
- Address 1: East Main Ave., Zealand, MI 49464, USA
  Address purpose: Business, Invoice

A sales order is created for customer record Branch 1. In the header, the Invoice account is set to Branch 2. When the sales order is processed and the sales invoice uses the following information:

Invoice account: Branch 2
Invoice account address: East Main Ave., Zealand, MI 49464, USA

Sales order with Order Account Address

Company A has the following customer records set up:

Branch 1

Address FastTab:
- Address 1: Laguana Blvd., Seattle, WA 98118, USA
  Address purpose: Business, Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 2
- Invoice address: Order account

Branch 2

Address FastTab:
- Address 1: East Main Ave., Zealand, MI 49464, USA
  Address purpose: Business, Invoice

A sales order is created for customer record Branch 1. In the header, the Invoice account is set to Branch 2. When the sales order is processed and the sales invoice uses the following information:

Invoice account: Branch 2
Invoice account address: Laguana Blvd., Seattle, WA 98118, USA

Free Text Invoice with Invoice Account Address

Company A has the following customer records set up:

Branch 1

Address FastTab:
- Address 1: Laguana Blvd., Seattle, WA 98118, USA
  Address purpose: Business, Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 2
- Invoice address: Invoice account

Branch 2

Address FastTab:
- Address 1: East Main Ave., Zealand, MI 49464, USA
  Address purpose: Business, Invoice

A free text invoice is created for customer record Branch 1. In the header, the Invoice account is set to Branch 2. For the line, the Main account is 401200 and the Unit price is 5,000.00. When the free text invoice is posted, the following information is used:

Invoice account: Branch 2
Invoice account address: East Main Ave., Zealand, MI 49464, USA

Free Text Invoice with Order Account Address

Company A has the following customer records set up:

Branch 1

Address FastTab:
- Address 1: Laguana Blvd., Seattle, WA 98118, USA
  Address purpose: Business, Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 2
- Invoice address: Order account

Branch 2

Address FastTab:
- Address 1: East Main Ave., Zealand, MI 49464, USA
  Address purpose: Business, Invoice

Invoice account: Branch 2
Invoice account address: Laguana Blvd., Seattle, WA 98118, USA

Billing Schedule with Invoice Account Address

Company A has the following customer records set up:

Branch 3

Address FastTab:
- Address 1 (primary): 123 White Road, Los Angeles, CA 90004, USA
  Address purpose: Business, Invoice
- Address 2: 1260 Park Ave., Floral Park, NY 11001, USA
  Address purpose: Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 4
- Invoice address: Invoice account

Branch 4

Address FastTab:
- Address 1: 123 Purple Road, Boulder City, NV 89005, USA
- Address purpose: Business, Invoice

A billing schedule is created for customer record Branch 3. In the header, the Invoice account is set to Branch 4 and the Invoice address is Invoice account. The start date is January 01, 2021, with the number of periods of 12. In the Address FastTab, the Bill To Address information is updated with the Branch 4 address. Also, for a selected line item, the Line Details FastTab is updated as follows:

Invoice account is Branch 4
Bill To Address information is updated with the Branch 4 address

Billing Schedule with Order Account Address

Company A has the following customer records set up:

Branch 3

Address FastTab:
- Address 1 (primary): 123 White Road, Los Angeles, CA 90004, USA
  
  Address purpose: Business, Invoice
- Address 2: 1260 Park Ave., Floral Park, NY 11001, USA
  
  Address purpose: Invoice
Invoice and delivery FastTab:
- Invoice account: Branch 4
- Invoice address: Order account

Branch 4

Address FastTab:
- Address 1: 123 Purple Road, Boulder City, NV 89005, USA
- Address purpose: Business, Invoice

A billing schedule is created for customer record Branch 3. In the header, the Invoice account is set to Branch 4 and the Invoice address is Order account. The start date is January 01, 2021, with the number of periods of 12. In the Address FastTab, the Bill To Address information is updated with the Branch 3 (primary) address. Also, for a selected line item, the Line Details FastTab is updated as follows:

Invoice account is Branch 4
Bill To Address information is updated with the Branch 3 (primary) address