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VAT invoices and adjustments (TX303000)

You can use this window to enter VAT invoices or VAT adjustments.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to enter VAT invoices or VAT adjustments. Documents of these types are used for VAT that are paid directly to tax agencies or other suppliers that are authorised to collect specific taxes, such as custom duties on imported goods. You can apply only the taxes with the Enter from VAT invoice check box selected in the VAT (TX205000) window.

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,
    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

The window toolbar

Pre-book
Pre-books the invoice.
Release
Releases the VAT invoice or VAT adjustment and generates a batch of transactions.
Correct invoice
Click this to correct the selected invoice.
Send to Approval
Sends the invoice to Approval for approval.
Show files
Shows the files attached to the invoice.
Add attachment
Click to add an attachment to the invoice.
View details
Shows the details of the invoice.
Update lines
Updates the lines of the invoice.
Undo split line
Undoes all actions done by pressing Split line button. The row is deleted and the extended cost is added to the original row. This way the document is always balanced. In case of multiple lines split, the undo action will always add the row selected for undo to the parent and the rest of the rows will change their hierarchy one level up.
Split line
Creates an additional row (child) linked to the original row (parent). You can also split an additional row created, so a child can become parent for another child/children.

The top part

By using the elements in this area, you can specify various information about a new VAT invoice or adjustment, such as the date, the post period, the supplier number of the taxing authority, and the currency of taxes (if it is different from the base currency).

Also, you can select an existing tax invoice or adjustment by its reference number and view its details.

Type

The type of VAT document.

The following options are available: Purchase invoice, Credit adjustment, or Purchases credit note.

Invoice no.

The unique ID assigned to the tax invoice or VAT adjustment.

The system generates this number according to the numbering series assigned to the supplier invoices in the Supplier ledger preferences (AP101000) window.

Document status
The status of the VAT document.
Hold
A check box that indicates (if selected) that this VAT document has a status of On hold and cannot be released.
Date
The date of the VAT document.
Post period
A financial period to post the VAT document.
Supplier ref.
The reference number assigned to the document by the supplier (taxing authority).
Supplier
The ID of the taxing authority (the tax agency or other supplier authorised to collect specific taxes).
Location
The location of the supplier associated with the VAT document.
Currency
The currency of the VAT document.
Terms
The terms used in relations with the supplier that is the taxing authority.
Due date
The due date of the document according to the terms.
Cash disc. date
The last date when a cash discount is available according to the terms.
Description
A detailed description for the VAT invoice or VAT adjustment. An alphanumeric string of up to 60 characters may be used.
VAT total
The total VAT amount to be paid.
Balance
The balance of the document after payment application.
Cash discount
The cash discount amount available for this document.

The Apply VAT to tab

By using this tab, you can select invoices and adjustments to apply specific taxes to these documents. To add documents to the list, click Add documents in the table toolbar and select a VAT, and the system displays the documents to which the VAT can be applied.

Only documents with no such VAT applied are available for selection. If you have to create a VAT adjustment and include the documents for which this VAT had already been calculated, you must manually enter each document’s reference number.

Add documents
Opens the Add documents dialog box, which you use to select a tax and to view (and, optionally, select) the documents to which the tax can be applied.
Orig. trans. type
The type of the document added to the VAT invoice or adjustment.
Orig. doc. number
The reference number of the original document.
VAT ID
The VAT to be applied to the document.
VAT rate
The rate used for the VAT.
Taxable amount
The amount used as a base for VAT calculation.
VAT amount
The VAT amount that has been calculated for the specified taxable amount or entered manually.
VAT zone
The VAT zone of the supplier.
Account
The account associated with the VAT.
Subaccount
The corresponding subaccount.

The Add documents dialog box

VAT ID
The VAT to be applied to the documents.
Supplier
The supplier from which the purchases are subjected to the VAT; leave the field blank to view documents related to various suppliers.
Supplier ref.
The particular document, by the reference number the supplier assigned to it.
From date
The date that starts the date range.
Date to
The date that ends the date range.
Type

The type of tax document.

The following options are available: Purchase invoice, Credit adjustment, or Purchases credit note.

Invoice no.

The unique ID assigned to the document.

The system generates this number according to the numbering sequence assigned to the supplier invoices in the Supplier ledger preferences (AP101000) window.

Supplier ref.
The reference number assigned to the document by the supplier.
Date
The date of the document.
Supplier
The ID of the supplier.
Supplier name
The name of the supplier.
Location
The location of the supplier associated with the document.
Currency
The currency of the document.
Amount
The amount of the document.
Balance
The balance of the document after payment application.
Due date
The due date of the document according to the terms.
Description
A detailed description for the document. An alphanumeric string of up to 60 characters may be used.
Add (button)
Adds the selected documents to the list on the Apply VAT to tab and keeps the dialog box open so you can select more documents.
Add and close (button)
Adds the selected documents to the list on the Apply VAT to tab and closes the dialog box.
Cancel (button)
Closes the dialog box without adding the selected documents.

The Financial details tab

On this tab, you can enter or view the financial details of the tax document.

The Link to general ledger section

Batch no.
The number of the batch generated on the VAT document.
Branch
The branch associated with the VAT invoice or adjustment.
Supplier account
The supplier account of the supplier that is the taxing authority.
Supplier subaccount
The corresponding subaccount.

The Payment information section

Approved for payment
A check box that indicates (if selected) that this VAT document was approved for payment.
Payment date
The pay date for this document, as assigned during approval.
Payment location
The location of the tax agency.
Payment method
The payment method to be used to pay for this VAT document.
Cash account
The cash account associated with the payment method.

The Applications tab

This tab shows you the payments that were applied to the VAT document.

Apply automatically
Performs the application of the appropriate payments, if there are any.
Doc. type
The type of the payment document.
Reference no.

The number of the payment document.

If you click this number, the Customer payments (AR302000) window opens, in which you can view the details of the payment.

Amount paid
The amount paid for the VAT document on the payment document.
Payment date
The date of the payment document.
Balance
The balance of the payment document.
Description
The description provided for the payment document.
Currency
The currency of the payment document.
Period
The financial period to post the payment.
Payment ref.
The payment reference number.
Status
The status of the payment document.
Last modified October 9, 2026