[{"data":1,"prerenderedAt":374},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax":3,"help-siblings-en-reports-and-finance":366},{"id":4,"title":5,"body":6,"category":355,"description":356,"draft":357,"extension":358,"meta":359,"navigation":361,"order":346,"path":362,"seo":363,"stem":364,"__hash__":365},"help_en\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax.md","Invoices, tax codes and accounting exports",{"type":7,"value":8,"toc":344},"minimark",[9,13,23,28,40,44,50,107,114,138,142,153,157,160,245,252,256,274,305,309,332,336],[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:",[51,52,53,101],"ul",{},[54,55,56,59,60,63,64,67,68,71,72,75,76,79,80,83,84,71,87,71,90,71,93,96,97,100],"li",{},[32,57,58],{},"Invoices"," - press ",[32,61,62],{},"Create Invoice"," to open a form. The ",[32,65,66],{},"Client (optional)"," field is exactly that - optional: to invoice someone who isn't a client, leave it empty and fill in the recipient's details below instead (their legal name is required; registration code, VAT ID and address are optional unless they're a business, see below). An invoice issued without a client never shows up on that person's client card, and it's left out of loyalty and per-client totals. Set an ",[32,69,70],{},"Issue Date",", ",[32,73,74],{},"Due Date"," and ",[32,77,78],{},"Supply Date",", then add lines with the ",[32,81,82],{},"Service or product"," picker - it lists your active services and sellable Inventory products in two groups; choosing one fills in the description, the customer's price (VAT included, exactly as at the till) and the line's tax code, or pick a custom item to type your own. Issuing an invoice never reduces stock - only a sale at the POS till does. Save it, and it gets a status: ",[32,85,86],{},"Draft",[32,88,89],{},"Pending",[32,91,92],{},"Paid",[32,94,95],{},"Overdue"," or ",[32,98,99],{},"Cancelled",".",[54,102,103,106],{},[32,104,105],{},"Receipts"," - a read-only list of receipts generated from till sales; there's no Create action here.",[14,108,109,110,113],{},"Some invoices show a ",[32,111,112],{},"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.",[14,115,116,117,71,120,71,123,71,126,129,130,133,134,137],{},"From an open invoice you can ",[32,118,119],{},"Mark as paid",[32,121,122],{},"Cancel invoice",[32,124,125],{},"Download PDF",[32,127,128],{},"Print",", or download its ",[32,131,132],{},"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 ",[32,135,136],{},"Export CSV",", including in bulk for a selection of invoices.",[24,139,141],{"id":140},"invoicing-a-business","Invoicing a business",[14,143,144,145,148,149,152],{},"Fill in a registration code or a VAT ID for the recipient, and the address field becomes required and relabels to ",[32,146,147],{},"Registered Address",", with a ",[32,150,151],{},"Country"," dropdown appearing next to it, prefilled with your own clinic's country. Estonian law requires an address and a country on a company invoice, and Tervita's database refuses to issue one without them.",[24,154,156],{"id":155},"when-issuing-or-sending-fails","When issuing or sending fails",[14,158,159],{},"Tervita says exactly why, so you know what to fix:",[51,161,162,171,177,183,189,195,201,207],{},[54,163,164,167,168,100],{},[32,165,166],{},"Missing company details"," - your own clinic's legal name, address or country isn't set: fill it in under ",[32,169,170],{},"Settings → Company details",[54,172,173,176],{},[32,174,175],{},"Missing recipient name"," - enter the recipient's legal name on the invoice.",[54,178,179,182],{},[32,180,181],{},"Business recipient without an address or country"," - a registration code or VAT ID means the invoice also needs the recipient's address and country.",[54,184,185,188],{},[32,186,187],{},"Missing supply date"," - add the date the service was actually provided.",[54,190,191,194],{},[32,192,193],{},"Location without a legal entity or numbering"," - the invoice's location has no legal entity or invoice numbering set up; check it in your location settings.",[54,196,197,200],{},[32,198,199],{},"An invalid line or tax rate"," - one line has an invalid amount or a tax rate that belongs to another legal entity; choose the tax rate again, save and issue.",[54,202,203,206],{},[32,204,205],{},"Invoice changed in another tab"," - it was issued or cancelled elsewhere; refresh the page and try again.",[54,208,209,210,213,214,217,218,221,222,225,226,71,229,232,233,236,237,240,241,244],{},"Sending an email can also fail on its own: ",[32,211,212],{},"email delivery turned off"," (turn it on under ",[32,215,216],{},"Communications → Delivery","), the ",[32,219,220],{},"hourly or daily email limit"," reached, ",[32,223,224],{},"PDF generation failed",", a ",[32,227,228],{},"demo account",[32,230,231],{},"sending paused"," for your account, the ",[32,234,235],{},"email service unavailable",", the ",[32,238,239],{},"mail server rejecting the address",", or ",[32,242,243],{},"no permission"," to send invoices.",[14,246,247,248,251],{},"If the invoice was issued but its email failed, Tervita's message says so - pressing ",[32,249,250],{},"Send again"," in that case only retries the email, it does not re-issue the invoice.",[24,253,255],{"id":254},"tax-codes-and-country-defaults","Tax codes and country defaults",[14,257,46,258,261,262,265,266,269,270,273],{},[32,259,260],{},"Taxes"," in the sidebar (its page is titled ",[32,263,264],{},"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; ",[32,267,268],{},"Review country profile"," links to where your clinic's country and legal details live, under ",[32,271,272],{},"Company details"," in Settings.",[275,276,277,283,294],"ol",{},[54,278,279,282],{},[32,280,281],{},"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.",[54,284,285,286,289,290,293],{},"If any services, products or stock items still carry a legacy or unset VAT classification, a ",[32,287,288],{},"Positions without a real tax code"," panel lists how many, and ",[32,291,292],{},"Assign to all"," applies one tax code you pick to every one of them at once.",[54,295,296,297,300,301,304],{},"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. ",[32,298,299],{},"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. ",[32,302,303],{},"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.",[24,306,308],{"id":307},"accounting-register-and-vat-summary","Accounting register and VAT summary",[14,310,311,312,315,316,319,320,323,324,327,328,331],{},"On the ",[32,313,314],{},"Reports"," page, staff with the extra financial permission see an ",[32,317,318],{},"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 ",[32,321,322],{},"Document number series"," health check for receipts, invoices, credit notes and correction receipts. ",[32,325,326],{},"Document register CSV"," exports every document; ",[32,329,330],{},"VAT summary CSV"," exports the VAT breakdown, and is blocked until any flagged tax classifications are resolved.",[24,333,335],{"id":334},"good-to-know","Good to know",[51,337,338,341],{},[54,339,340],{},"This is an operational register, not a filed tax declaration - always verify tax classifications with your accountant before filing.",[54,342,343],{},"Only some roles can manage tax codes or export financial data; others see the same screens read-only or not at all.",{"title":345,"searchDepth":346,"depth":346,"links":347},"",2,[348,349,350,351,352,353,354],{"id":26,"depth":346,"text":27},{"id":42,"depth":346,"text":43},{"id":140,"depth":346,"text":141},{"id":155,"depth":346,"text":156},{"id":254,"depth":346,"text":255},{"id":307,"depth":346,"text":308},{"id":334,"depth":346,"text":335},"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":360},"reports-and-finance\u002Finvoices-and-tax",true,"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax",{"title":5,"description":356},"help\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax","nLD9_4sG-VXIcdsOs-Em4-QPEWyeKmk6Ea-eFuPATZk",[367,370,371],{"path":368,"title":369},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Freports","Reports: revenue, bookings, staff and client trends",{"path":362,"title":5},{"path":372,"title":373},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Fstaff-pay-and-commission","Staff pay: salary, commission and payroll",1791987023234]