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Maintaining Split Payment within the Sales Process

If the sales process involves mandatory split payment, the relevant field in sales/purchase order documents, sales/purchase invoice and sales/purchase credit memo documents are selected automatically. The Split Payment field is automatically selected if the terms for applying mandatory 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.

The Split Payment field can also be selected manually in sales documents if needed.

Note

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

Entering a Sales Invoice with Split Payment

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

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

Split payment can be applied to a sales 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, the Split Payment field is displayed and its value is automatically set after the system confirms that the validation 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 sales invoice amount is and if split payment has been applied, on the Sales Invoice page select Statistics or press F7

Consequently, the system validates the PKWiU codes used in the sales 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 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 Sales Invoices

To check the result of posting of the sales invoice:

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

    For invoices that are subject to split payment, the Split Payment field should be marked on the VAT Entry and Detailed Customer Ledg. Entries pages.

To post the sales invoice:

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

    After posting the invoice that is subject to split payment, the Split Payment field should be marked in: VAT Entry and Detailed Customer Ledg. Entries ledgers.

The printout of the posted sales invoice for which the Split Payment field is selected, shows the VAT clause selected on the General Ledger Setup page.