Enhanced interface

Create bill back templates

Create a bill back template for each recurring bill back transaction. The bill back template provides the line item information that you need in the bill back transaction. This includes the invoice line items and corresponding line items in the Sage Intacct-generated bill.

Supply a mandatory invoice and bill General Ledger (GL) account for each line item, and optionally the department and memo. The invoice GL account will appear on the invoice and the bill GL account will appear on the bill when you use the template.

Create one template for each group of line items for which you invoice. You'll still need to enter an amount and required dimensions for each line item on the invoice.

While it’s possible to use a template with line items that you're not billing back, you would then have to zero out the amount for the line item you do not need to bill back. The line item appears on the bill as zeroed out.

An invoice can use only one template. "Stacking" or using multiple templates on an invoice is not supported.

Subscription	Accounts Receivable
User type	Business
Permissions	Bill back templates: List, View, Add, Edit
Configuration	Multi-entity shared company
Prerequisites	Make sure you've set up the necessary permissions to create bills directly in the second entity.
Restrictions	Account labels not supported. Avalara and Advanced Tax not supported. OE/PO invoices do not support inter-entity bill back functionality.
Previous step	Set up inter-entity bill back

Go to Accounts Receivable > Setup > More, and select Add (circle) next to Bill back templates.
Enter the Template ID.
Template IDs can include alphanumeric characters, dashes, and periods. Use a template ID that clearly identifies the purpose of the template.
After you save the template, the template ID is read-only.
Enter a Description.
While the ID is usually short, the description can fully describe the purpose of the template. You can edit the description later.
Verify that the status is Active.
Set the status to Inactive if you do not want the template to appear in the list. You can view inactive templates by selecting Include inactive in the summary list. You can deactivate any template after any dependent transactions are complete.
Select Enable inter-entity posting to post directly to the mapped inter-entity offset accounts instead of the Accounts Receivable and Accounts Payable offset accounts.
You can map inter-entity accounts by going to Company > Setup > Configuration > Inter-entity account mapping. See Map inter-entity accounts for more information.
Choose a revenue GL account and an expense GL account, or create the GL accounts as needed.
When using this template for an invoice, Intacct uses the invoice GL account for the line item in the invoice. When using this template for a bill, Intacct uses the bill GL account in the corresponding line item.
Optionally, choose a Department and Memo.
Intacct includes these value on the invoices that it creates with this template.
Repeat for each line item to be included on the bill.

Next: Create an invoice with a bill back template.