Table of Contents

Issuing Invoices for Fiscal Receipts

To record financial transactions between a customer and a vendor, you can create a fiscal receipt or an invoice for a fiscal receipt.

Issuing Invoices for Fiscal Receipts

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sales Fiscal Receipt Invoices, and then select a related link.

  2. Choose the New action.

  3. On the General FastTab, fill in the document header fields.

  4. Use the Get Fiscal Receipt to retrieve the fiscal receipt document number for the current fiscal receipt sales invoice. Then, the lines are created automatically based on the selected fiscal receipt.

  5. Choose the Posting Preview action.

Note

On the Posting Preview page, you can see which entries will be created when you post the fiscal receipt invoice. You can select a specific entry, and then choose the Show Related Entries action to view more details.

  1. Post the invoice for the fiscal receipt using the Post action.

As a result, the system will create the following entries for the sales invoice created from the fiscal receipt:

  • VAT entries,
  • detailed VAT entries,
  • G/L entries.

Creating an Invoice for a Fiscal Receipt from a Fiscal Receipt

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Fiscal Receipts, and then choose the related link.

  2. Select the fiscal receipt for which you want to create a fiscal receipt invoice.

  3. Use the Convert to Fiscal Receipt Invoice to create an invoice for a fiscal receipt based on the selected fiscal document. A page containing the newly created document will open.

  4. Post the invoice to a fiscal receipt by using the Post action.

As a result, the system will create the following entries for the sales invoice created from the fiscal receipt:

  • VAT entries,
  • detailed VAT entries,
  • G/L entries.

Assigning VAT Attributes to a Fiscal Receipt Invoice

When recording documents, it is necessary to assign appropriate VAT attributes to the required types, goods and services. On each page that is used to enter and post fiscal receipt invoices, the action bar has been extended with the Header VAT Attributes and Document VAT Attributes actions. The Lines and Related Information menus have been extended with the VAT Attributes action.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter VAT Attributes, and then choose the related link.

  2. Verify that all attributes and values were created after the company was set up. For more information, see VAT Attributes.

  3. Choose the Lightbulb that opens the Tell Me feature icon, enter Sales Fiscal Receipt Invoices, and then select a related link.

  4. Create a new fiscal receipt invoice for the corresponding fiscal receipt.

  5. Use the Header VAT Attributes action to add or edit document-specific VAT attributes on the Edit VAT Attribute Set Entries page. In the VAT Attribute Code and VAT Attribute Value Code fields, select the values you want.

Note

The Document VAT Attributes action opens the Document VAT Attribute Set page, which shows an aggregated set of all VAT attributes for the document (VAT attributes from the header and all VAT attributes from individual lines). This set will be used for VAT entries.

  1. Post a fiscal receipt invoice using the Post action.

As a result, the system will create the following entries for the sales invoice created from the fiscal receipt:

  • VAT entries,
  • detailed VAT entries,
  • G/L entries.

See Also

VAT Attributes