On this tab, you can enter general information about this tax invoice: the transaction type, the customer, contract, the document which is the basis for the tax invoice, and other data which may depend on the configuration of your system.
If a tax invoice had been generated automatically for an invoice, advance payment, or output VAT transaction, all the required fields were filled in.
If needed, you can enter the data for a tax invoice manually. The required fields are: Company, Contract, Entity, and Basis.
The "Tax Invoice (create)" form. The Main tab
In the Company field, select a customer, an individual or legal entity, for whom the tax invoice is created. Select it from the Companies catalog or create a new record.
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In the Transaction Type field, you can select one of the following options:
- Sale:To indicate that this tax invoice is related to the sales. This enables the Summary check box. You can select one invoice as the basis document or, if you selected the Summary check box, multiple invoices.
- Advance:To indicate that this tax invoice is created for an advance payment received from the customer.
- Other: To indicate that this tax invoice is related to a document of other type. In the Related To field, which is available only for this transaction type, you can select a document of the Output VAT transaction type.
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In the Basis field, you can select one of this customer's documents of the following types:
- Invoice (transaction type: Sale)
- Output VAT Transaction (transaction type: Other)
- Payment Receipt, or Petty Cash Receipt, or Cheque Payment Receipt (transaction type: Advance)
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In the Related to field that appears for the Other transaction type, specify the document of any type that is related to this tax invoice.
The document totals and other information
For the document with other than the Advance transaction type, the VAT field shows the total VAT amount calculated for the document, and the Total Due field shows the document total.
If Advance is selected as the transaction type, there are additional fields at the form bottom.
The "Tax Invoice Received (create)" form. The Main tab for the Advance Transaction type
Generally, these fields (VAT Amount of Planned Supply and Total Planned Supply) are populated with the data from the sales order which was used as the basis for the advance payment.
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- New: The document was created, but not saved.
- Not Posted: The document was saved, but not posted.
- Posted: The document was posted.
- Marked for Deletion: The document was marked to be deleted.
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
For descriptions of other buttons, see Document Toolbar.