Table of contents
Overview
This article will take you through the steps to generating a Tax Invoice on an account.
This feature is currently not active for A/R Accounts or Emailing these features are coming soon!
Rules to Creating Tax Invoices
There are many options in RMS9 that govern how a Tax Invoice will be generated and what will appear on the invoice itself. CLICK HERE to learn more about these options.
Steps
First Step
Open the account you wish to generate a Tax Invoice for.
Second Step
There are three options to use when generating a Tax Invoice they are by Icon, by Button or by Right Clicking a transaction on the account, we will outline all three below, use the option that best suits you.
Generating a Tax Invoice
The icon for generating a Tax Invoice can be found at the top of the account screen (3rd icon from the right).
The button for generating a Tax Invoice can be found at the bottom of the account screen (3rd button from the right)
By right clicking on any of the transactions on the account you will be presented with a small options screen (shown in the center of the screen shot below), when you hover over Tax Invoice you will then be able to choose between Print or Email.
By selecting either the Icon or the Button you will be presented with the below screen.
If you have chosen to use the right click method the Tax Invoice will simply be generated in the format you have chosen being Print or Email.
From this screen you must choose between creating a new tax invoice (selected by default) or to reprint a tax invoice which has already been generated for the account.
New Tax Invoice: Depending on the settings you have chosen under accounting options this option will generate a new tax invoice for the account applying it to all transactions which currently have no Tax Invoice.
RePrint Existing Invoice: This option will allow you to choose from listed Tax Invoice numbers which have already been generated for this account. These numbers will be listed in the drop down list to the right of the option, highlight the one you wish to reprint and click ok.
Cancel Existing Invoice: This option will allow you to choose from listed Tax Invoice numbers which have already been generated for this account. These numbers will be listed in the drop down list to the right of the option, highlight the one you wish to cancel and click ok.
If you wish to email either of the above option you must select the email check box on the screen before selecting Ok.
Thermal Printers
Using one of the above three methods, once chosen the below screen will appear, choose the option 'Print', tick the option 'Thermal' and select OK.
The system will remember you have chosen the Thermal option and the tick will automatically remain on this option until unticked manually.
Sending Account Balances to A/R Accounts
Coming Soon to RMS9.
Related
- Canceling Tax Invoices
- Coming Soon to RMS9! This article will take you through the steps to cancel a Tax Invoice.
Comments