[{"data":1,"prerenderedAt":262},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax":3,"help-siblings-en-reports-and-finance":254},{"id":4,"title":5,"body":6,"category":243,"description":244,"draft":245,"extension":246,"meta":247,"navigation":249,"order":236,"path":250,"seo":251,"stem":252,"__hash__":253},"help_en\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax.md","Invoices, tax codes and accounting exports",{"type":7,"value":8,"toc":234},"minimark",[9,13,23,28,40,44,50,111,118,142,146,164,195,199,222,226],[10,11,5],"h1",{"id":12},"invoices-tax-codes-and-accounting-exports",[14,15,16,17,22],"p",{},"This article covers invoices you issue to your clients, VAT\u002Ftax codes, and accounting exports. It's not about your clinic's own Tervita subscription - see ",[18,19,21],"a",{"href":20},"\u002Fhelp\u002Fen\u002Fbilling\u002Fsubscription-and-billing\u002F","Your Tervita subscription"," for that.",[24,25,27],"h2",{"id":26},"prices-already-include-vat","Prices already include VAT",[14,29,30,31,35,36,39],{},"When you set a service's price, the field is labelled ",[32,33,34],"strong",{},"Price with VAT (€)"," - you type the amount the client actually pays, and a read-only ",[32,37,38],{},"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.",[24,41,43],{"id":42},"billing-invoicing","Billing & Invoicing",[14,45,46,47,49],{},"Open ",[32,48,43],{}," in the sidebar. It switches between two views:",[51,52,53,105],"ul",{},[54,55,56,59,60,63,64,67,68,71,72,75,76,79,80,83,84,87,88,71,91,71,94,71,97,100,101,104],"li",{},[32,57,58],{},"Invoices"," - press ",[32,61,62],{},"Create Invoice"," to open a form: pick the ",[32,65,66],{},"Patient",", an ",[32,69,70],{},"Issue Date",", ",[32,73,74],{},"Due Date"," and ",[32,77,78],{},"Supply Date",", add ",[32,81,82],{},"Invoice Items"," (description, quantity, unit price and a ",[32,85,86],{},"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: ",[32,89,90],{},"Draft",[32,92,93],{},"Pending",[32,95,96],{},"Paid",[32,98,99],{},"Overdue"," or ",[32,102,103],{},"Cancelled",".",[54,106,107,110],{},[32,108,109],{},"Receipts"," - a read-only list of receipts generated from till sales; there's no Create action here.",[14,112,113,114,117],{},"Some invoices show a ",[32,115,116],{},"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.",[14,119,120,121,71,124,71,127,71,130,133,134,137,138,141],{},"From an open invoice you can ",[32,122,123],{},"Mark as paid",[32,125,126],{},"Cancel invoice",[32,128,129],{},"Download PDF",[32,131,132],{},"Print",", or download its ",[32,135,136],{},"UBL \u002F 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 ",[32,139,140],{},"Export CSV",", including in bulk for a selection of invoices.",[24,143,145],{"id":144},"tax-codes-and-country-defaults","Tax codes and country defaults",[14,147,46,148,151,152,155,156,159,160,163],{},[32,149,150],{},"Taxes"," in the sidebar (its page is titled ",[32,153,154],{},"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\u002Ffiscal system; ",[32,157,158],{},"Review country profile"," links to where your clinic's country and legal details live, under ",[32,161,162],{},"Company details"," in Settings.",[165,166,167,173,184],"ol",{},[54,168,169,172],{},[32,170,171],{},"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.",[54,174,175,176,179,180,183],{},"If any services, products or stock items still carry a legacy or unset VAT classification, a ",[32,177,178],{},"Positions without a real tax code"," panel lists how many, and ",[32,181,182],{},"Assign to all"," applies one tax code you pick to every one of them at once.",[54,185,186,187,190,191,194],{},"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. ",[32,188,189],{},"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. ",[32,192,193],{},"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.",[24,196,198],{"id":197},"accounting-register-and-vat-summary","Accounting register and VAT summary",[14,200,201,202,205,206,209,210,213,214,217,218,221],{},"On the ",[32,203,204],{},"Reports"," page, staff with the extra financial permission see an ",[32,207,208],{},"Accounting register & VAT summary"," panel: gross\u002Fnet\u002FVAT totals and a per-tax-code VAT breakdown for issued documents in the selected period, plus a ",[32,211,212],{},"Document number series"," health check for receipts, invoices, credit notes and correction receipts. ",[32,215,216],{},"Document register CSV"," exports every document; ",[32,219,220],{},"VAT summary CSV"," exports the VAT breakdown, and is blocked until any flagged tax classifications are resolved.",[24,223,225],{"id":224},"good-to-know","Good to know",[51,227,228,231],{},[54,229,230],{},"This is an operational register, not a filed tax declaration - always verify tax classifications with your accountant before filing.",[54,232,233],{},"Only some roles can manage tax codes or export financial data; others see the same screens read-only or not at all.",{"title":235,"searchDepth":236,"depth":236,"links":237},"",2,[238,239,240,241,242],{"id":26,"depth":236,"text":27},{"id":42,"depth":236,"text":43},{"id":144,"depth":236,"text":145},{"id":197,"depth":236,"text":198},{"id":224,"depth":236,"text":225},"reports-and-finance","Create and manage client invoices and receipts, set up VAT tax codes for your country, and export accounting data.",false,"md",{"key":248},"reports-and-finance\u002Finvoices-and-tax",true,"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax",{"title":5,"description":244},"help\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax","waLd84F_HwOoYLFxPVwdHj0GSZIFPxc6T2a9VgfHaHk",[255,258,259],{"path":256,"title":257},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Freports","Reports: revenue, bookings, staff and client trends",{"path":250,"title":5},{"path":260,"title":261},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Fstaff-pay-and-commission","Staff pay: salary, commission and payroll",1785780589878]