Invoices, tax codes and accounting exports

This article covers invoices you issue to your clients, VAT/tax codes, and accounting exports. It's not about your clinic's own Tervita subscription - see Your Tervita subscription for that.

Prices already include VAT

When you set a service's price, the field is labelled Price with VAT (€) - you type the amount the client actually pays, and a read-only Without VAT (€) field next to it shows the pre-VAT figure once a tax code is set. Clients only ever see the VAT-included price when booking online.

Billing & Invoicing

Open Billing & Invoicing in the sidebar. It switches between two views:

Invoices - press Create Invoice to open a form: pick the Patient, an Issue Date, Due Date and Supply Date, add Invoice Items (description, quantity, unit price and a Tax code per line), and optionally fill in the recipient's legal name, registration code, VAT ID and address. Save it, and it gets a status: Draft, Pending, Paid, Overdue or Cancelled.
Receipts - a read-only list of receipts generated from till sales; there's no Create action here.

Some invoices show a Credit note label - these are correction documents issued against an earlier invoice; issued documents are never edited or deleted after the fact, only cancelled or corrected.

From an open invoice you can Mark as paid, Cancel invoice, Download PDF, Print, or download its UBL / Peppol XML for e-invoicing software - downloading that XML does not send it anywhere by itself, you still need an accounting integration or a certified Access Point to deliver it. From the list you can also filter by date and status and Export CSV, including in bulk for a selection of invoices.

Tax codes and country defaults

Open Taxes in the sidebar (its page is titled Accounting). A banner reminds you that Tervita doesn't determine VAT or replace your statutory bookkeeping or invoicing system - that stays with your accountant and your external accounting/fiscal system; Review country profile links to where your clinic's country and legal details live, under Company details in Settings.

Tax setup for your country proposes the standard VAT rate for your country in one click - it creates the standard tax codes and sets them as default; you can still fine-tune everything afterwards.
If any services, products or stock items still carry a legacy or unset VAT classification, a Positions without a real tax code panel lists how many, and Assign to all applies one tax code you pick to every one of them at once.
Further down, each tax code appears as a card with its rate, category (Standard, Reduced, Zero-rated, Exempt, Outside scope, Reverse charge, and more) and jurisdiction. Add tax code creates a new one with a code, display name, rate, an optional legal-entity scope, jurisdiction, validity dates and, for exemptions, a reason and legal reference. Retire stops a code from being offered going forward without touching invoices already issued with it - once issued, a document's tax figures are frozen and unaffected by later changes to the code.

Accounting register and VAT summary

On the Reports page, staff with the extra financial permission see an Accounting register & VAT summary panel: gross/net/VAT totals and a per-tax-code VAT breakdown for issued documents in the selected period, plus a Document number series health check for receipts, invoices, credit notes and correction receipts. Document register CSV exports every document; VAT summary CSV exports the VAT breakdown, and is blocked until any flagged tax classifications are resolved.

Good to know

This is an operational register, not a filed tax declaration - always verify tax classifications with your accountant before filing.
Only some roles can manage tax codes or export financial data; others see the same screens read-only or not at all.