Producing tax invoices

Synergetic can produce tax invoices on demand. You can print a tax invoice instead of or as well as a normal statement.
There are several differences between the functionality of statements and tax invoices. Statements list receipts, while tax invoices:

  • do not list debtor receipts
  • mark taxable items with an asterisk
  • print a total of the tax components separately.

Both tax invoices and statements list charges (GST-inclusive).
To set up tax invoices, see Setting up tax invoices.
Tax invoices can be produced from the following three different modules of Synergetic:

  • Debtors. See Producing a tax invoice from the Debtors module.
    Note: Some organisations have set up their normal statements to also flag GST-related transactions (with an asterisk) and show total GST on new transactions appearing on the statement. This provides a combined Tax Invoice/Statement which is the recommended approach for Synergetic.