To access the Tax Invoices list, select Sales > Sales Documents > Tax Invoices.

The Tax Invoices list

The list of tax invoices includes all the tax invoices available in the system. If you don't see a specific document, rearrange the list by date or document number or use the Search field to locate the document by a string in its description, company name, or contract number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

Tax Invoice is a document that your company must issue to the customer to confirm the sale of taxable and tax-exempt goods and services in compliance with the FTA regulations on VAT. Also, tax invoice is required in case when advance payment is received from the customer. The document registers the output VAT amount on the supplies sold or advance payment and the corresponding taxable amount if any.

If the supply is in a currency other than the national currency, then the amount of supplies is automatically converted into the national currency according to the Central Bank's exchange rate at the date of supply and the amounts in both the national currency and the currency of supply are shown in the document.

Generally, tax invoices are generated automatically for documents of the following types: Invoice, Bank Receipt (Advance), Cheque Received (Advance), Cash Receipt (Advance), or Output VAT Transaction. To manually create a new document of the Tax Invoice type, click the Create button on the toolbar.

To edit an existing document, double-click the line with the document in the Tax Invoices list. You can also select the line, right-click it and select Edit or click More actions > Edit on the toolbar.

If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

See also