We are going to learn how to create a Tax Invoice in Sage Pastel Partner.
We have included a video lesson as well as screenshots with instructions below the video.
To clearly see the details on the Pastel Partner screen it is advisable to watch the video below in full screen mode. To do so, click on the full screen icon in the lower right of the video player i.e. the one next to the letters “HD”.
Screenshots with Instructions
Using the demo company, we will be invoicing the customer “Software Expert” for the following items:
- 250 Gig Hard Drive (the customer purchased 2 of these). Selling price of R1000 excl. VAT each.
- Communication Software V9 (the customer purchased 1 of these). Selling price of R1500 excl. VAT each.
To start the process select Process…Customers from the menu bar.
This will bring up the following screen.
In the Document Type Field make sure that Tax Invoice is selected from the drop down list.
Tab until you get to the Customer Field and click on the Zoom Button (which is the magnifying glass icon)
Then select “Software Expert” from the list of customers that come up on the Customer Zoom screen and press the Enter key on your keyboard or click on the =Select button.
This will now populate the fields such as the Delivery Address with the selected customers details.
Press Tab until you get to the Date field and confirm the date.
Tab to the Customer Ref and enter the reference number that the customer provided for this order.
Continue to press the Tab key until you come to the Code Column.
Click on the Zoom button and select the item HD/250 250 Gig Hard Drive and then click on the = Select button.
You will be back on the Tax invoice screen. Tab to the Quantity column and enter 2 which is the quantity sold of this item.
As this inventory code has serial numbers Pastel will prompt you to select the serial numbers of the specific items which were sold. Items such as hard drives will have their specific serial numbers stored in the system when they are initially purchased. A typical reason for this is for warranty purposes. If the customer brings the item back because it is defective the company will be able to confirm that it is the exact Hard Drive that was sold to that customer as the serial number was recorded when the item was sold.
Continue to Tab until you reach the next line.
IMPORTANT: If you want to save a line that you have entered you must tab to a new line before it will be saved. If you don’t tab to a new line then the line will not be saved.
You can now enter the details of the next item which was sold. i.e. the Communication Software V9.
Enter the details of this item.
Note that the Total of the invoice on the bottom right automatically updates as you change quantities and add new items.
Once you are done adding all the items click on the Next Document button on the lower right.
This will bring up the print window to print the invoice.
For the purposes of this training we will not be printing the invoice so you can click on Cancel.
Remember, that the invoice you just completed (together with other invoices) will sit in the batch until the batch is updated.
Only once the batch is updated will the General Ledger be updated.
To update the Batch click on the Batch button and select Update.
That concludes the lesson.