Billing - Issuer, Customer & Documents Tabs

Billing – Issuer, Customer & Documents Tabs

These three tabs complete the administrative and compliance information required for issuing a billing document.
They define who is issuing the billing, who is receiving it, and which documents are attached for audit or client reference.

This article explains the purpose of each tab, the fields available, and how they contribute to the billing lifecycle.

Access Path

Operations Management → Billing

1. Issuer Tab

The Issuer tab identifies which company or branch is officially issuing the billing document.
This information is pulled from System → Companies Setup and ensures legal compliance for invoicing.

1.1 Purpose

Defines the legal entity responsible for the invoice
Ensures correct fiscal identification on billing documents
Populates mandatory fields such as tax number, address
Supports multi-company environments
Determines operational settings such as:
- Default currency
- Default tax configuration
- Working calendar
- Default bank information

1.2 Main Fields

Field	Description
Company	Selects the company issuing the billing. Required.
Company Name	Company issuing Name
Company Address	Legal billing address of the issuer.
Tax Number / VAT ID	Automatically filled from company settings.

💡 All issuer information is locked or auto-populated based on company setup, ensuring consistency and legal validity.

2. Customer Tab

The Customer tab defines who will receive the invoice.
Customer information is retrieved from the Sales Management – Contact entity.

2.1 Purpose

Identifies the client being billed
Pulls customer master data directly from Contact records
Ensures proper fiscal identification for invoicing
Simplifies recurring billing for existing clients

2.2 Main Fields

Field	Description
Person	The individual associated with the billing process (e.g., requester, project contact). This is typically used when the billing relates to a specific person rather than a general company entity.
Company	The customer’s company or organization. This field identifies the legal entity to which the billing belongs.
Account	The customer account within Uneevo. This represents the customer to be billed — the entity receiving the invoice.
Contact	The designated contact person inside the customer’s organization responsible for receiving or approving billing documents.
Name	The full legal or commercial name of the customer being billed. Often auto-filled from the selected account or contact.
Address	The billing address of the customer, used for invoice issuance and compliance purposes.
Tax Number	The customer’s tax identification number (VAT, NIF, EIN, etc.). Required for fiscal and reporting compliance.

💡 If the customer record is incomplete (missing VAT, missing address…), the system warns the user to complete the information before issuing the billing.

3. Documents Tab

The Documents tab allows users to upload, preview, and manage files related to the billing.

These may include:

Signed contracts
Purchase orders
Timesheet reports
Travel documents
Proof of delivery
Any compliance or audit files

3.1 Purpose

Centralizes all evidence related to the invoice
Provides auditors and managers with full traceability
Ensures customer support teams can quickly find attached documents
Supports digital audit trails for billing validation

3.2 Key Actions

Action	Description
Add Document	Upload files (PDF, images, spreadsheets, etc.).
View / Preview	Open the document inside the system.
Download	Save a copy locally.
Delete	Remove documents (only possible while billing is in editable status).

💡 Once the billing has submitted, the addition of documents becomes restricted

4. Lifecycle Considerations

Billing Status	Issuer Editable?	Customer Editable?	Documents Editable?
Draft	✔ Yes	✔ Yes	✔ Yes
Submitted	✔ No	✔ No	✔ No
Validated	✔ No	✔ No	✔ No
Issued	✔ No	✔ No	✔ No
Closed	✔ No	✔ No	✔ No

5. Best Practices

✔ Complete customer and issuer information before adding items

Fewer errors and smoother approval.

✔ Upload proof-of-work documents

Timesheets, allocation reports, or travel receipts help ensure billing disputes are avoided.

✔ Configure the company correctly

The Issuer tab relies on system-level configuration — ensure tax IDs, addresses, and bank details are correct.

✔ Keep attachments organized

Use descriptive file names such as PO_45_ClientA.pdf or Timesheet_March2025.xlsx.

Billing – Overview
Billing – Creating & Editing a Billing
Billing – Items
Billing – Taxes & Fees
Billing – Importing from Projects
Operations Management – Transactions
Sales Management – Contacts
System Configuration – Companies Setup

Billing - Issuer, Customer & Documents Tabs