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.
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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.
The Contract field (not available for the Advance transaction type) is populated automatically with the default contract of the selected customer. If necessary, you can select another contract of this customer (to open the list of contracts, click in the Contract field, then select Show all).
<Auto> in the Number field indicates that a number to this document will be assigned automatically when you save the document. If needed, you can change the number.
The From field is populated automatically with the current business date. You can select another date if necessary.
The Issuing Date field allows you to specify the date for a printable version of the tax invoice which you can send by email or print and deliver to the customer. For details on printing the document, refer to to Document Toolbar.
In the Transaction Type field, you can select one of the following options:
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