Request to Invoice
Two versions of this form are available below. The excel form will do all calculations (such as VAT and totals) automatically. The pdf version is available for those users who do not wish to use excel. The Excel version can be attached to an email and sent to salesinvoicing@st-andrews.ac.uk or either version can be printed off and sent via Internal Mail to Finance at the Old Burgh School, Abbey Walk.
- Excel version: Request to Invoice Form (XLS) (Excel, 1,550 KB)
- PDF version: Request to Invoice Form (PDF) (PDF, 40 KB)
Please note that using the templates and emailing the information is normally quicker than sending hard copy documents through Internal Mail.
It is essential that all of the following information is input on the request to invoice invoice form to prevent any delays in processing.
- Customer Reference (Check what this reference number is by searching the Customer Reference List by customer name. If we have not sent an invoice to the customer before then a new customer reference number will need to be set up on APTOS. This can be requested by completing the Request for New Customer Form).
- Customer Name eg External body paying invoice
- Customer Address
- Customer telephone number
- Customer contact details
- School / Unit Contact & phone number (in case of queries)
- Customer VAT number required for all EU members where applicable
- Description of the Sale (this should be sufficiently detailed to support the use of the selected VAT Code)
- Qty
- Price
- VAT Code (see VAT coding section)
- Cost Centre (see Departmental Analysis and Cost Centre Code Database)
- Analysis Code (see Departmental Analysis and Cost Centre Code Database)
- Detail Code (further information is available on the Detail Code List of income codes)