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How to generate a VAT invoice

Create a VAT invoice for your competitors

Jude Taylor avatar
Written by Jude Taylor
Updated over a year ago

A feature on the Professional package is the functionality to create VAT invoices for your clients.

First you need to define the tax settings for the items in your event. To do this you:

  • Go to edit Event

  • Scroll to Groups and Items

  • Select Tax Settings

  • Individual tax rates can be set per item or you can apply the same rate to all items

Creating a VAT invoice

Once the tax settings have been defined you can begin to create and issue the invoices.

  • Access the booking you want to issue the invoice for

  • Scroll to the Invoices section at the end of the page

  • Select Create invoice

  • Once created you will have 3 dots to the right and 3 options - Download, Send or Delete

NOTE - once generated no further edits can be made to the booking, as this would invalidate the invoice. If changes need to be made then the invoice would need to be deleted and re-generated with the correct information.

Credit notes

If an Item is refunded after an invoice has been created then a credit note for that item will also be created

  • this can also be Downloaded, Forwarded or Deleted as necessary

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