A user can view a tax invoice by selecting the main “People” menu, then select the individual person/firm that the tax invoice was created for. From the individual person/firm menu, select “Tax Invoices”.
A list of tax invoices will be displayed.
Options available on the table are:
Refresh - refresh table
View – click in the table on the tax invoice to be viewed and select view to display the tax invoice. The tax invoice can be printed from this view
Email – click in the table on the tax invoice to be emailed and select Email to send the tax invoice. A message can be added to the email
Mail audit - details of when the email was sent
Excel Export - export all details int able to excel
Print - ability to print details in table
The tax invoice cannot be reversed from this option. To reverse a tax invoice, go to “Finance” “Tax Invoice Search”.