You can print abbreviated receipts/tax invoices in the format of receipts/tax invoices only. The process for this transaction is as follows.
Step 1: To create a receipt/tax invoice
Go to the "Revenue" menu >> "Receipt/Record Revenue" >> click on "Create".
Step 2: Enter the details for it
Refer to: Specify the relevant information (if any). Limited to 32 characters.
Document No: The system will automatically generate the document number based on the configured format. You can edit the document number if required.
Customer Information:
Customer: Enter the customer's name.
Issue Date: The system will default to the current date when the document is created. You can edit the date to a previous or future date.
**The issue date should be the date when the payment is received.
Classification Group (For Package PRO Plus):
You can specify the classification group during the creation of the document, or you can choose not to specify it and enter it retrospectively if required.
Price and Tax Total Information:
Pricing Type: The system will default the pricing type based on the configuration setting. However, you can edit it during the document creation.
Issue Tax Invoice: You can enable tax invoice issuance for this pricing type.
Currency: You can specify the desired foreign currency. By default, the system will use the Thai Baht currency.
Item
Product/Service: Specify the product/service code (if any).
Account: If you select a product/service code, the system will automatically retrieve the associated account number. However, you can also manually specify the account number if required.
Description: If you select a product/service code, the system will automatically fetch the description linked to the code. Alternatively, you can enter a custom description (up to 1,000 characters).
Quantity: Enter the quantity of the product/service.
Price/Unit: Specify the price per unit.
Discount/Unit: Enter any applicable unit discount (if any).
VAT: Specify the VAT (Value Added Tax) rate as 7%, 0%, or indicate no VAT, depending on your requirements.
Withholding Tax: Specify any desired withholding tax (if any) to be deducted at the source of payment.
If there are multiple items on the receipt/invoice, click the "+" button to add a new item. If you want to add a description for the item, click the "+" button to add a description for that specific item.
To record a payment, follow these steps:
Enter the payment date.
Add the payment method. If there are multiple payment methods, you can add additional ones.
Include any bank fees or other adjustments if applicable.
Select the payment channel.
Enter the amount received.
Specify if tax has been withheld at source, in case the customer has deducted it.
Once you have entered all the information, you can click the "Record Payment" button to finalize the transaction.
Remark for customers
the system will default the note from the remark document setting menu. However, you can also specify a note when creating the document.
Attach file to document
You can drag and drop related files into this document or add files to it > Once done, you can proceed to approve the receipt.
Once the transaction is approved, you will receive a receipt/invoice. The system will automatically record the accounting entries. You can click on the journal number to view the accounting record.
Example of Accounting Entries
Step 3: To print a Receipt/Tax invoice ABB
Click on the dropdown arrow of the Print button. You can choose the document header to print:
Document Header 1: Receipt/Tax Invoice Summary (A4) will print the document in A4 paper size.
Document Header 2: Receipt/Tax Invoice Summary (POS) will print the document on a POS printer, which supports 58mm paper size.
- End of Creating and Printing Receipt/Tax Invoice ABB -