Credit Tax Invoice

This is the formal document for canceling a Tax Invoice document. The Tax Invoice is an official document that can not be canceled after handled to the client and therefore, if there is any need to cancel it, the organization should produce a Credit Tax invoice document for the same total charge of the Tax Invoice. This is the only document that represents a cancellation or modification of a deal that was charged in a Tax Invoice.

Credit Tax Invoice

Introduction

Hyper allows its users to produce a Credit Tax Invoice for any Tax invoice that was produced by the system. The tax Invoice can not be canceled without the original document of the Credit Tax Invoice. This document should be kept in the bookkeeping files. The system offers three different credit options:

  • Simple Credit - This credit does not related to any Tax Invoice. This credit is manually updated in the system and is used for fixing customers billing.
  • Credit Tax Invoice - This credit is automatically related and linked to a tax invoice that was produced by the system. It is also linked to the included orders of the tax invoice.
  • Prepaid products Credit - This credit is automatically related and linked to the tax invoice that was produced for the prepay.

When choosing the Credit Tax Invoice tab, this area background will be differently colored and will contain fields and action buttons that allow the user to do the following actions:

  • Create a New Credit Tax Invoice - For further information, please read the next section.
  • Produce a Credit Tax Invoice - For further information Click here.
  • Load Credit Tax Invoice document. For further information Click here.
  • Cancel / Retrieve Document. For further information Click here.

The fields at the top of this screen are used to define the addressee of the document as will be described below. The Invoices Items table, displays the selected items for the Credit Tax Invoice document and includes the items description, quantity and price. Please Note - additional information fields can be displayed according to the users needs and requirements.

Create a New Credit Tax Invoice

In order to create a new Credit Tax Invoice, press the Create New button. This action will clear the Invoice Items table.

The fields at the top of the table are used to define the addressee of the Credit Tax Invoice. The "contact Person" field is used to choose a person that will be mentioned in the "Intended for" title of the document, while the "Apply To" title will be referred to the company. If this document should be referred to the contact person, choose "Contact Person" in "Directed to" field.

The following tabs are used for setting and updating the Credit Tax Invoice document:

Invoice Items

In order to add items to the Invoice Items table, use the Import Items for Return button and select the required items from the lists of Tax Invoices / Orders / Prepaid Products / Return of Goods. The selected items will be added to the Returned Items table. Use this button to add additional items to the table.

This button opens the Import Items for Refund window, where the user should select the required tab to search for the required items. The system allows to create a Credit Tax Invoice for items from the following tables:

  • Tax Invoice
  • Orders
  • Prepaid Products
  • Return of Goods
After choosing the the required item, the system will display the selected invoice items. Use the check-boxes to mark the required items for the Credit Tax invoice and press the OK (F6) button.

Additional items can be also added by using the Add Product button and using the search wizard. Alternatively, press Ctrl+Enter to add a new row to the table and manually describe an item. In this case, use the symbol to deduct the Tax from the selling price.

the following fields are displayed at the bottom of the table:

  • Tax Rate Percent - The defined tax rate percent.
  • Purchaser Currency - Choose the required currency for the document. A foreign currency will be displayed only for international documents.
  • Total Credit LC - The total credit for the selected items.

Notes

After choosing the required items, the user can add notes to be displayed on the document. Use the "Notes" tab to add notes or any other relevant information. This tab is also used for modifying the client details (for this document only). In the "Internal Notes" field, the user can write any note for internal use only. The internal notes will not be printed on the document.

After adding the required items, use the Preview button to verify the details on the document.

Produce a Credit Tax Invoice

In order to produce the Credit Tax Invoice, press the Produce Origin Document button. The system will display a preview of the document. Press the OK (F6) button to approve and produce the document.

Load Credit Tax Invoice document

Press the Load Document button to load an exist Credit Tax Invoice document. Choose the required document from the list. After loading the document, the following action buttons will become available:

Print Certified Copy By using this option, the user can produce a certified copy of the document. The system will add the title "Certified Copy" at the top of the document. Also, according to the definitions in the client card ("Send Official Documents to Primary Email" field), a digital copy can be sent to the client.
Change record Previous / Next Record buttons, allow the user to browse through the records of the produced documents.
Cancel Document The system allows to cancel a Return of Goods Note, as described in the next section.
Retrieve Document Retrieve a canceled document, as described in the next section.

Cancel / Retrieve Document

The system allows to cancel a document or retrieve a canceled document. In order to cancel or retrieve a Return of Goods Note, follow the next steps:

  1. Load the required document, using the Load Document button.
  2. Press the Cancel Document button.
  3. Fill in the Cancellation Reason.
  4. In the "Notes" tab, you can find the Cancellation time, Cancellation Reason and the name of the user that made the cancellation.
  5. The canceled Receipt can be retrieved by loading it and pressing the Retrieve Document button.

System Administrator

Default statements for Local Credit Invoice

In the Agencies tab of the System Fundamentals, the user can define "Default Notes for Local Credit Invoice", that will be printed on the Credit Invoice document.

Print copies

Using the "Print # Copies for every Original Credit Invoice" field, in the Bookkeeping tab of the System Fundamentals, the user can define how many copies will be automatically printed for every original Credit Invoice.

Number Credit Invoices From

Using the "Number Credit Invoices From" field, in the Bookkeeping tab of the System fundamentals, the user can define the first Tax invoice Number. The Credit Invoices numbering will start from this number.

Currencies

When having foreign clients, the organization can convert the rates to the clients currencies. This can be defined in the "On International Doc Convert to Purchaser Currency" field, in the Bookkeeping tab of the System Fundamentals.