...
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:
- 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.
The Summary check box is available only for the Sale transaction type. If you need to create one tax invoice for multiple invoices, select the Summary check box—this removes the Basis field and brings up the Basis tab where you can create a list of invoices. If the Summary check box is cleared, you will be able to add only one invoice 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 customer order which was used as the basis for the advance payment.
...