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Thread: Computer generated tax invoice in Pastel

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    Question Computer generated tax invoice in Pastel

    Hi,

    Apparently when you have the "Customer Accepts Electronic Documents" box ticked for a specific customer, the invoice that will be e-mailed to that customer would state "Computer generated tax invoice". This is to comply with SARS' requirements.

    I have ticked this box for a specific customer, but the invoices that is e-mailed only says "Tax invoice" on the document...

    Please help?

    Thanks!

    J7J

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    Platinum Member Neville Bailey's Avatar
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    You will need to add that data field onto the invoice via Forms Designer - look for the data field named "Computer Generated Document Label".
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    Does this mean for all the customers that I can send electronic statements to (ie. the box for customer accepts electronic statements is ticked), I have to use a different customised form than for the customers that I print statements for?

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    Platinum Member Neville Bailey's Avatar
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    Yes.

    In fact, when you email a document, Pastel uses the PDF version of the form file. For example, if your standard (printed) form file is named csdocsp.enz, then your email (PDF) form file must be named csdocpdfsp.enz.

    So, once you have finalised the design of your csdocsp.enz file, simply copy it and rename it as csdocpdfsp.enz and then edit the copy file with the data field.
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Great, thank you for your friendly assistance!

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    I can see the database field that I must insert onto the invoice - do I remove the standard "Form Name" database field and replace it with the "Computer Generated Document Label" field? Or do I add the new field below it? How do I link this database field to the info that it would know it is a Computer Generated Tax Invoice(ie. that the Document Label is Tax invoice?)

    Please help.

    Thanks!

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by J7J View Post
    I can see the database field that I must insert onto the invoice - do I remove the standard "Form Name" database field and replace it with the "Computer Generated Document Label" field?
    No, don't remove the "Form Name" field - that needs to remain there to indicate that it is a "Tax Invoice".

    Quote Originally Posted by J7J View Post
    Or do I add the new field below it?
    Simply add the "Computer Generated Document" field below it (or anywhere you choose).

    Quote Originally Posted by J7J View Post
    How do I link this database field to the info that it would know it is a Computer Generated Tax Invoice(ie. that the Document Label is Tax invoice?)
    The "Form Name" will indicate that it is a Tax Invoice (or Credit Note if applicable), and the "Computer Generated Document" field will indicate just that, i.e. "Computer Generated Document".
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    "Give every person more in use value than you take from them in cash value."
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    Thank you Neville.

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    hey guys. how do i correct a customer tax invoice that has already been updated

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by tessm View Post
    hey guys. how do i correct a customer tax invoice that has already been updated
    You can't. The system has been designed not to allow one to do so, otherwise the audit trail integrity of the system would be undermined.

    The correct way of correcting errors made on invoices is to process a credit note to reverse the invoice and then to process a replacement invoice.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View my LinkedIn Profile

    View my Photo Gallery Here for Canvas Mounts

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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