Tax only invoices cannot be produced for cash accounts or for a customer when their account is on hold.
Details of the VAT charge are added to the invoice in the form of invoice lines. The invoice can consist of several invoice lines. Each line consists of a description, value and tax rate.
By default, tax rate 1, as specified in the system's tax rate table, is displayed as the suggested tax rate to use. This can be amended by selecting an alternative rate provided it is neither zero rated or used for EC purchases.
Once the invoice is saved, an associated sales order is automatically created. This sales order is marked as completed.
The sales order number is assigned to the order automatically for you regardless of your system settings.
Order numbers assigned manually.
The invoice number is used as the order number, even if a sales order already exists with that number. You cannot have duplicated tax only invoice numbers. If the tax only invoice number has already been recorded in Sage 200, an alphabetic character is added to the invoice number and the generated sales order.
Order numbers assigned automatically.
The next available order number is allocated.
Once the tax only invoice is saved it cannot be amended or deleted.
Open: Sales Order Processing > Order Processing > Enter Tax Only Invoice.
Accept or amend the displayed invoice date.
The due date cannot be amended. The due date is based on the invoice date plus the number of days specified for payment terms stored on the customer account Payment Details tab.
Continue to add invoice lines as required and then complete the other invoice details.
Click Move Up and Move Down to position invoice lines correctly.
Click Edit Item and Delete Item to change or remove an invoice line.