Issue Tax Invoice

To issue a tax invoice

1. In the For field, enter free text to be displayed on the tax invoice.

   Note that the Beneficiary field is initialized with the name of the account to whom the tax invoice will be issued.

2. In the Value date field, select the date that will appear on the tax invoice.

3. In the Amount field, enter the tax invoice amount and select the associated currency from the drop-down list.

   If you selected a credit income account that includes VAT, the VAT and Total fields will be displayed. The VAT and total amounts will be calculated automatically.

4. If relevant, when the currency received is different than your system currency, convert the amount to your system currency. This action is dependent on the relevant user permit.

   1. Click Change rate.

   2. In the Currency column, select the currency of the tax invoice.

   3. In the Amount column, enter the amount to convert.

   4. In the Rate column, enter the currency exchange rate.

   5. Click OK.

5. In the Remark field, enter additional free text regarding the tax invoice.

6. If the tax invoice is being issued for a super commission, select Super Commission and enter the date range to which it applies.

7. Click Generate Tax Invoice.

   The tax invoice is displayed.