Purchase Tax Invoice

Click on Create:

Buyer & Shipping Details:

Buyer Details: Select the buyer organization details (company name and address).

Shipping Address: Select the delivery/shipping address where goods/services should be delivered.

Supplier Details:

Supplier: Select the supplier/vendor from whom the purchase is being made.

Primary Document Details:

• Type: Select the type of invoice.

• Supplier: Choose the supplier/vendor.

• PO Number: Select the related Purchase Order number.

• PO Date: Enter the Purchase Order date.

• Inward Number: Enter the inward goods receipt number if applicable.

• Vendor Invoice Number: Enter the vendor’s invoice number.

• Vendor Invoice Date: Enter the vendor’s invoice date.

• Payment Term: Select the agreed payment terms.

• Payment Terms Date: Select the due date as per the payment term.

• Tags: Add any relevant tags for classification/searching.

• Inco Terms: Select the applicable shipping/delivery terms.

• Currency: Select the transaction currency.

• Exchange Rate: Enter the currency exchange rate.

• Delivery Date: Enter the expected delivery date.

Items Section:

• Item: Select the item/product/service being invoiced.

• Quantity: Enter the invoiced quantity.

• UOM: Choose the unit of measurement.

• HSN/SAC: Enter the HSN (for goods) or SAC (for services).

• Price, Tax, Discount: Provide the item price details.

• Total Before Tax / Total Tax: System will auto-calculate based on entries.

• Add Item: Click to add multiple items.

Extra Other Charges:

• Description: Enter additional cost type.

• Ledger: Select the ledger account for the charge.

• Amount: Enter the amount.

• Tax: Enter applicable tax.

• Total Tax: System auto-calculates.

Additional Details:

• Account Entry: Shows debit and credit entries.

  • If Credit and Debit are not equal, Submit button is disabled.

  • Only when Credit = Debit, Submit becomes enabled.

• Attachments: Upload supporting documents.

• Attach Signature: Add authorized signatory’s signature.

• Internal Comment: Add internal remarks (not visible to supplier).

• Terms & Conditions: Add purchase invoice terms & conditions.

Actions:

• Save Draft: Save the Tax Invoice in draft mode for future editing.

• Submit: Finalize and submit the Tax Invoice.

  • Submit is only enabled when Credit = Debit in Account Entry.

• Cancel: Exit without saving.

Update:

• Allowed only when the purchase Tax Invoice is in Draft status.

• Not allowed once it is in Submit & Send status.

• View: Click on the View button to view purchase Tax Invoice details.

• Print: Click on the Print button to print the purchase Tax Invoice.

Workflow Approval:

• If Approval Workflow is enabled in setup, only assigned members can approve the Purchase Tax Invoice.

• Other members cannot approve it.

Cancellation:

• Purchase Tax Invoice can be cancelled if they are no longer required.

• If cancellation rules are enabled in setup, only authorized members can cancel the purchase Tax Invoice.