Depending on the contents of the transaction, the Inventory and Services tab contains a list of items with their VAT amounts or a single line that provides a brief description of the transaction (in the Contents column), its details, and the amounts.
If you are manually creating the document, you can fill this tab automatically when you select the basis document.
Note. For any tax credit note with the Sale transaction types, the list on the tab is populated from the basis document and is not editable.
For any tax credit note with the Advance or Other transaction type, the list of items can be edited.
The "Tax credit note (create)" form. The Inventory and Services tab
To add a line to the list, click the Add button. If you need to add an inventory or service item, select the item from the Items catalog. To open the list of inventory items and services, click in the Item column and then click Show all. If you need to add a summary line, type the transaction description in the Contents column.
You can specify some additional properties of an inventory item (such as size, color etc.) or service in the Characteristic column if the Enable Item Characteristics option is selected on the Administration > Settings: Purchasing and Warehouses form. Also, you can specify the batch (lot) number for items in the Batch column if the Enable batches option is selected on the same form. To learn more about the item settings, see see Settings: Purchasing and Warehouses.
In the Quantity column, you can specify the item or service quantity. In the Unit column, you can specify an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings: Purchasing and Warehouses form.
The Price column is filled in automatically from the appropriate price list if such price is available (see Setting Item Prices). You can change the price manually if you have appropriate rights. If the contract is not in the national currency, the Currency and Price (Curr.) columns are also available.
By default, the Content column contains item description. If needed, you can enter another information (for instance, a brief description of the transaction for which this tax credit note is created.
The Amount field shows the amount that is automatically calculated according to the specified price, item (service) quantity and discount. The Total amount is calculated according to the VAT rate and amount.
In the Comment field you can specify some additional information about an item or service.
The VAT Amount and Total Due fields at the bottom are filled in automatically once the appropriate amounts are calculated according to the VAT settings and rates.