The including tax invoicing feature allows to input prices directly as including tax instead of excluding tax. Once activated, all article prices are entered by default as including tax. This means that the details of invoiced items will appear as including tax, without a breakdown of excluding tax values for goods or services sold. However, excluding tax totals and VAT will still be displayed at the bottom of each invoice.
Two methods to activate Including tax invoicing
There are two ways to enable including tax invoicing:
Activate Including tax invoicing for the entire account: Set including tax invoicing as the default for all documents via the settings.
Activate Including tax invoicing for a document cycle: Apply including tax invoicing to a series of linked documents (e.g., quotes, purchase orders, delivery notes, etc.).
Activate Including tax invoicing for the entire account
To apply including tax mode by default to all new documents:
Go to the Settings menu.
Select the General submenu.
Navigate to the Features tab.
Check the Including Tax Invoice option under the Preferences section.
Impacts
Catalog
When creating or editing an article, only the unit price as including tax is editable.
The unit price as excluding tax is no longer accessible.
Documents created
The columns "Unit Price Excluding Tax" and "Total Excluding Tax" are replaced by "Unit Price Including Tax" and "Total Including Tax".
Activate Including tax invoicing for a document cycle
When creating a new document, you can select the invoicing mode ("Excluding Tax Invoice" or "Including Tax Invoice"). If including tax mode is activated in the application settings, it will be selected by default for all new documents.
Characteristics of Including tax mode for a document cycle
Once the mode is chosen, it is locked for the entire cycle of linked documents.
For example, if a quotation is created in "Including Tax Invoice" mode, all subsequent documents (purchase order, delivery note, deposit, invoice, credit note) will remain in "Including Tax Invoice" mode.
This choice cannot be modified later.
Steps to create an invoice in including tax mode
Create a quote or any other document starting the invoicing cycle.
Ensure that the "Including Tax Invoice" mode is selected.
Transform the document into an invoice (or any other step in the chain). The mode will automatically remain as "Including Tax".
see article : "Create an invoice"
Displaying prices in Including tax mode
Unit prices for articles are displayed directly as including tax.
The VAT calculation base is automatically determined by Fact and displayed at the bottom of the document.
