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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" |
| version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>Invoices.</title> |
| <para> |
| Sales invoices are generated when customers buy something from your |
| business. |
| You will need to provide a detailed list of the items bought and relevant |
| taxes paid. They are often referred to a 'tax invoices' as they |
| contain |
| information relating to the amount of sales tax (eg VAT / GST) |
| charged on the product or service. |
| </para> |
| <para> Purchase invoices are generated by your suppliers when you |
| order something from them. You may send them an order in the form of |
| a Purchase Order. They will then send you the products and an invoice |
| for payment. This invoice is the Purchase Invoice and it will contain |
| details of the items bought plus any taxes.</para> |
| <para> Both of these documents are used as proof to various tax |
| authorities (eg Inland Revenue, Customs etc) that the required tax |
| has been charged or collected.</para> |
| <para> |
| GENERAL NOTE: The following is an extract from Ian McNulty's |
| documentation work on accounting:</para> |
| <para>Invoices are created automatically by the system when |
| certain criteria are met for each item on an order. The criteria |
| will vary depending on the type of product associated with the |
| order item, and the type of order (ie purchase/sales).</para> |
| <para>For Sales Orders that include digital goods, an invoice |
| will be created when the order is placed, and that invoice will be |
| for all digital goods in the order. If there are non-digital or |
| physical goods they will go in a separate invoice.</para> |
| <para>For Sales Orders that need physical fulfillment, an |
| invoice will be created for all items in a shipment when the |
| shipment goes into the 'Packed' status.</para> |
| <para>For Purchase Orders an invoice will be created from a |
| shipment when the shipment goes into the Received status.</para> |
| <xi:include href="HELP_ACCOUNTING_findInvoices.xml" /> |
| <xi:include href="HELP_ACCOUNTING_invoiceOverview.xml" /> |
| <xi:include href="HELP_ACCOUNTING_editInvoice.xml" /> |
| <xi:include href="HELP_ACCOUNTING_newInvoice.xml" /> |
| <xi:include href="HELP_ACCOUNTING_editInvoiceApplications.xml" /> |
| <xi:include href="HELP_ACCOUNTING_listInvoiceItems.xml" /> |
| <xi:include href="HELP_ACCOUNTING_editInvoiceTimeEntries.xml" /> |
| <xi:include href="HELP_ACCOUNTING_sendPerEmail.xml" /> |
| <xi:include href="HELP_ACCOUNTING_invoiceRoles.xml" /> |
| </section> |