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Maintaining Split Payment within the Purchase Process

In the purchase process, purchase order, purchase invoice and purchase credit memo document are marked as split payment based on calculations. The Split Payment field is automatically selected if the terms for applying split payment have been met and if at least one document line contains the PKWiU code listed in the Annex to the VAT Act and the invoice amount is bigger than 15 000,00 PLN gross.

You can change the selection of the Split Payment field in purchase documents manually if needed, i.e. when the PKWiU code is not to be entered in the documents that are being registered.

Note

The description of the split payment mechanism that is provided in this article is based on the purchase invoice. Split payment processing is the same both for purchase orders and purchase credit memos, therefore you should use the description based on the purchase invoice.

Entering a Purchase Invoice with Split Payment

To enter a purchase invoice for which the split payment mechanism is to be applied:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Invoice, and then select a related link.
  2. On the Purchase Invoices page, on the ribbon, select New.
  3. Create a purchase invoice in a standard way.

Split payment can be applied to a purchase invoice, if at least one document line contains a PKWiU code for which the Split Payment field is selected, if a total invoice amount is equal to at least 15 000,00 PLN.

On the Invoice Details FastTab, a new Split Payment field is visible. The field is editable and its value is set automatically when the system validates and confirms that all the criteria have been met.

The validation by the system is performed when

  1. the Statistics page opens

or

  1. the status is changed into Released

or

  1. the document is posted.
Note

If the conditions for applying split payment have been met and the Split Payment field has not been selected, the system displays a message with the question if the user wants to continue the posting process.

To verify what the purchase invoice amount is and if split payment has been applied, on the Purchase Invoice page select Statistics or press F7

Consequently, the system validates the PKWiU codes used in the purchase invoice lines and the total gross amount to be posted. Depending on the result, the field Split Payment is selected or not.

Warning

If, invoice data change e.g. its gross value or the PKWiU code assigned, the system verifies if split payment is to be used mandatorily after you reopen Purchase Invoice page. The system also performs the verification if the document status changes into Released and when the document is posted.

Posting a Purchase Invoice

To check the result of posting of a purchase invoice:

  1. On the Purchase Invoice page, select Posting Preview on the ribbon.

    For invoices that are subject to split payment, the Split Payment field should be marked in: VAT Entry and Detailed Vendor Ledg. Entries ledgers.

To post a purchase invoice:

  1. On the Purchase Invoice page, select Post on the ribbon or press F9.

    If an invoice that is subject to split payment, the Split Payment field is marked in: VAT Entry and Detailed Vendor Ledg. Entries ledgers.