Computer generated tax invoice in Pastel

[J7J]

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

[Neville Bailey]

You will need to add that data field onto the invoice via Forms Designer - look for the data field named "Computer Generated Document Label".

[J7J]

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?

[Neville Bailey]

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.

[J7J]

Great, thank you for your friendly assistance!

[J7J]

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!

[Neville Bailey]

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".

Or do I add the new field below it?

Simply add the "Computer Generated Document" field below it (or anywhere you choose).

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".

[J7J]

Thank you Neville.

[tessm]

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

[Neville Bailey]

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.