Difference between revisions of "How do I Do a V.A.T. only Invoice?"

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== More Information ==
 
== More Information ==
 
Go to {{Menu|{{SL}}|Invoice/Credit Notes}}.
 
Go to {{Menu|{{SL}}|Invoice/Credit Notes}}.
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* On the {{DataPrompt|Details}} tab.
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** At {{DataPrompt|Doc. type:}}, choose {{DataValue|Invoice}}.
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* Choose {{DataValue|Invoice}} from the {{DataPrompt|Doc Type:}} drop down menu.
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** At {{DataPrompt|Date:}}, enter the {{DataValue|date}} for the invoice.
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* The {{DataPrompt|Date}} will default to your System Date, change this if necessary.
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** At {{DataPrompt|Account:}}, enter the {{DataValue|Account code}}, or [[How do I Find a Customer?|search]] for it by pressing {{KeyPress|C-F1}}.
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* Enter the appropriate Customer Account or press {{KeyPress|C-F1}} to [[How do I find a customer?|search]] for an account code.
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** The system will allocate the next invoice number automatically, it will be shown at {{DataPrompt|Document:}}.
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* The {{DataPrompt|Doc No.}} will be generated automatically.
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** Leave the {{DataPrompt|Def. V.A.T.:}}, {{DataPrompt|Def. Centre}} and {{DataPrompt|Accounts analysis}} blank.
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** At {{DataPrompt|comment:}}, enter a {{DataValue|comment}} that will be displayed in the customer history and on a printed statement.
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** Leave the {{DataPrompt|Def. V.A.T.:}} and {{DataPrompt|Def. Centre}} unchanged.
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* Move to the {{DataPrompt|Text}} tab.
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* Enter a relevant comment, e.g. {{DataValue|Storage V.A.T.}}.
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** On the lines in the {{DataPrompt|Product description}} column, enter the text for the invoice to explain why it is for V.A.T. only.
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* Click {{Button|Next}} to move onto the {{Tab|Text}} tab.
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* Move to the {{DataPrompt|Summary}} tab.
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** In the {{DataPrompt|Amount summary}} box, edit the amounts of the V.A.T. totals (underneath {{DataPrompt|Sub total:}}).
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* In {{DataPrompt|Product Description:}}, enter the text for the invoice to explain why it is for V.A.T. only.
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* Once you have done, press {{KeyPress|F2}} or click the {{Button|Print}} button to print the invoice.
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* Once you have checked the print and are happy with the result, click {{Button|Accept}}] to complete the Invoice.  
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* Click {{Button|Next}} to move onto the {{Tab|Summary}} tab.
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* Click into the relevant V.A.T. Rate box, e.g. into {{DataValue|Std Rate}} and enter the amount of V.A.T. to invoice.
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* Click {{Button|Print}} to print the Invoice.
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* You will be warned the V.A.T. is outside the normal limits, click {{Button|Continue}} to proceed.
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* Click {{Button|Accept}} to complete the posting.
  
 
== See also ==
 
== See also ==
 
* [[How do I Do a V.A.T. only Credit?]]
 
* [[How do I Do a V.A.T. only Credit?]]
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* [[How do I Find a Customer?]]
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* [[How do I find a customer?]]
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* [[How do I Post a Sales Ledger Invoice with Multiple Centres?]]
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* [[How do I Find a Cost Centre?]]
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{{KB_Tags|vat, v.a.t., only, value, added, tax, invoice, text, sales}}
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{{How}}{{ZN_Accounts}}
  
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{{KB_Tags|VAT, V.A.T., Only, Value, Added, Tax, Invoice, Text, Sales}}{{ZN_Accounts}}
 
 
{{KB_Ref|SL15}}
 
{{KB_Ref|SL15}}

Latest revision as of 05:31, 19 June 2019

Summary

This article will explain how to post a V.A.T. only invoice.

More Information

Go to " Sales Ledger Invoice/Credit Notes".

  • Choose 'Invoice' from the "Doc Type:" drop down menu.
  • The "Date" will default to your System Date, change this if necessary.
  • Enter the appropriate Customer Account or press <Ctrl+F1> to search for an account code.
  • The "Doc No." will be generated automatically.
    • Leave the "Def. V.A.T.:" and "Def. Centre" unchanged.
  • Enter a relevant comment, e.g. 'Storage V.A.T.'.
  • Click [Next] to move onto the [Text] tab.
  • In "Product Description:", enter the text for the invoice to explain why it is for V.A.T. only.
  • Click [Next] to move onto the [Summary] tab.
  • Click into the relevant V.A.T. Rate box, e.g. into 'Std Rate' and enter the amount of V.A.T. to invoice.
  • Click [Print] to print the Invoice.
  • You will be warned the V.A.T. is outside the normal limits, click [Continue] to proceed.
  • Click [Accept] to complete the posting.

See also


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Keywords AND Misspellings
vat, v.a.t., only, value, added, tax, invoice, text, sales
Tags

SL15

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