Home Portal

Skip to end of metadata
Go to start of metadata
Invoice Data PageIn the Invoice Data tab you can select whether the provider is an individual or a company, whether they're local or from abroad, and enter the VAT / tax number and other relevant data.
Invoice Provider's Activities

The ability to create invoices for the provider's finished activities.

    • Select the tickbox if you would like to be able to create an invoice for this activity when it is finished. When the tickbox is selected, the providers activities appear in the browse for the Create Invoices page.
    • If the provider's activities are not to be invoiced (e.g. an internal employee), deselect the tickbox. The provider's activities do not appear in the browse for the Create Invoices page.  
Change invoice data type to

The type of invoice data required for this provider. For example, a foreign freelance provider may need different data on his/her invoice than a local provider would,

To change the invoice data type, click the drop-down list and select the correct item. When you select Local Natural Person and Foreign Natural Person, new information fields appear for each selection.

 Click here for a description of the Local Natural Person fields...
Local Natural Person Additional FieldsHere you can add additional information to appear in the invoice of a local natural person.
Name

The full name of the provider.

Enter the text into the field.

Address

The address of the provider.

Enter the text into the field.

Postal Code

The postal or ZIP code appended to the provider's address.

Enter the value into the field.

City

The city where the provider resides.

Enter the text into the field.

Country

The country where the provider resides.

Enter the text into the field.

Tax Office

The provider's local tax office.

Click the drop-down list and select an item.

 To modify or create a tax office, go to System > Configuration > System Values > Tax Offices.

Personal Identity Code (e.g. NI)

The identification number of the provider issued by his/her country.

Enter the value into the field.

Employed

The current employment status of the provider.

Select one of the radio buttons.

Employer's Name

The current employer of the provider.

Enter the text into the field.

Social Security

The social security number of the provider.

Enter the value into the field.

Certificate Number

The certificate number legally required in some countries.

Enter the value into the field.

Date of Birth

The year the provider was born.

Manually enter the date in the appropriate date format set in System Configuration into the field, or click calendar  and select from the calendar.

Place of Birth

The place where the provider was born.

Enter the text into the field.

Father's Name

The provider's father's full name.

Enter the text into the field.

Mother's Name

The provider's mother's full name.

Enter the text into the field.

Mother's Maiden Name

The provider's mother's surname before marriage.

Enter the text into the field.

 Click here for a description of the Foreign Natural Person fields...
Foreign Natural Person Additional FieldsHere you can add additional information to appear in the invoice of a foreign natural person.
Social Security

The social security number of the provider.

Enter the value into the field.

Certificate Number

The certificate number legally required in the provider's country.

Enter the value into the field.

The invoice data type can be used to limit your search for provider invoices on the Browse Vendor Invoices page.

Invoice Data Type

The selected invoice data type.

This field cannot be modified. To change the data type, do so in Change invoice data type to field.

EU VAT / Tax No.

The VAT or tax number used in the provider's account statement.

Enter a value into the field.

Tax ID No. 2

Any necessary information for the provider's tax number.

Enter a value into the field.

Instructions

Directions for invoicing this provider, if necessary.

To include instructions, enter the text into the text box.

EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.