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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
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- 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 Project field is available if the Project Costing functionality is turned on on the Administration > Settings > Project Costing form. You can link the tax invoice with a project from the list of available projects. If the items in this tax invoice are associated with different projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire document with a specific project task or document's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the Settings button on the toolbar.
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.
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