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Learning How to Configure the Billing Process

Objective

After completing this lesson, you will be able to configure the billing process

Billing Types

Billing Types — Overview

The following figure gives an overview of the billing types:

Billing types: Cash sale, Credit memo or debit memo, credit for returns, intercompany billing, cancellation, invoice list external transactions invoice.

Note

The menu path in Customizing for defining billing types is Sales and Distribution → Billing → Billing Documents → Define Billing Types.

Here you can:

See a list of all the different billing types available in the system.
Analyze the different billing types available in detail. Look at the details of billing type F2 as an example.

The billing type controls the whole billing document.

You use billing types to cover the full range of business transactions during billing processing.

The following table lists the billing types available in the SAP system:

Billing Type	Description
F2	Invoice
F8	Pro forma invoice
BV	Cash sale
G2	Credit memo
L2	Debit memo
RE	Returns
IV	Intercompany billing (invoice)
IG	Intercompany billing (credit memo)
S1	Cancellation invoice
S2	Cancellation credit memo
LR	Invoice list
LG	Credit memo list

Billing Type Controls

Note

See the following video to learn more about configuration option within a billing type:

Note

For billing document number ranges, if you want to be more flexible, please refer to the appendix topic: Flexible Billing Document Numbering and Number Range Prefixes.

Relevance of the Item Category

Billing Type Proposal

Note

See the following video to learn more about billing type proposals in a sales process:

Delivery-Related Invoices

Workflow of delivery-related invoices from order to output delivery to invoice.

You can reference either an order or a delivery when creating an invoice.

If you want to ensure that goods have already been shipped before an invoice is created, create an invoice with reference to a delivery. For example, reference the delivery of a carpet.

You can use an invoice to simultaneously refer to an order and a delivery. For example, you can create a single invoice for the goods (the carpet) and services (laying the carpet), as long as the corresponding requirements for combining the two are met.

Order-Related Invoices

The figure depicts an overview of order-related invoices.

Diagram showing order-related invoices from order to outbound delivery, and from order to invoice.

If you want to invoice a customer for services rendered, you normally create an invoice with reference to the sales order. This is because deliveries are not usually created for services, such as laying a carpet.

Set Up a New Billing Type

This is part 1 of the exercise:

ExerciseStart Exercise

This is part 2 of the exercise:

ExerciseStart Exercise

This is part 3 of the exercise:

ExerciseStart Exercise

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