Managing alternative invoice recipients

Common agency scenarios

A quotation goes to a project contact, while the invoice must go to central accounts. Or one company commissions a project but another group company pays for it. OTM supports alternative invoice recipients for these cases.

Multiple recipients and a default

Several alternative invoice recipients can be stored for a customer. A recipient marked as the default is used for subsequent projects.

Alternative recipients can be used for invoices, partial invoices and debtor credit notes. Records can include a European VAT ID and separate accounting details for authorised administration and accounting users.

Check before issuing the document

A different billing address can require different project tax settings. Review OTM warnings and confirm the assignment before generating the document.

For electronic invoices, also record the references and, where relevant, the Leitweg-ID required by the actual invoice recipient.