How to create a Tax Invoice in Sage Pastel Partner
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.
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”.
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Screenshots with Instructions
You can click on the screenshots below to view them in full screen mode. This will allow you to see the details of the Sage Pastel Partner Screen more clearly.
When you click on a screenshot it will open a new tab in your browser. Once you have viewed it please close the tab to get back to this page.
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.
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Thank you so much
So far it’s easy, I hope that doesn’t change.
Thank for your feedback Sinovuyo. The lessons are all similar i.e. they’re quite easy.
Excellent – explanation of course is very thorough.
Thank you
was a great lesson thanks so much
Thank you for the feedback Azuka
Thank you for the lesson and looking forward for more
Excellent
Thank you so much I am looking forward to doing the course itself.
Hi Cwayita
We look forward to having you onboard.
Kind regards
Zunaid
It looks easy, i can’t wait to do the course
Wow! you made it simple and easy for me. thank you
Thank you the video was excellent, clear and easy to follow. No questions as yet.
Barbara Rosenstein.
Thank you Barbara.
Awesome video !!! I understood everything !! ????
Thank you Megan
Wonderfully easy to navigate
What I see from the demo video is that the G/L is only updated after the Batch has been posted.
So only after this the stock levels are updated?
What if we have 4 hard drives in stock at the start of day and we keep the batch open until end of day, but in the mean time we invoice 5 HD’s to 5 different customers?
Will this be allowed or will we be warned that we are out of stock?
Issue 2: Why must we enter the retail/Selling price?
Should it not be automatically be picked up from the Inventory/Stock file?
Hi Eugene
The system does take into account sales from batches not updated so it will warn you that there is no stock i.e. it won’t just allow it.
You can setup the system to pick up the pricing from the Inventory file.
Kind regards
Zunaid
Will definitely join looks like fun and not hard at all
Thanks Charlotte – it can be fun and enjoyable. We look forward to you joining.
Thank you very easy to follow and helpful!
The system is user friendly…
This is nice
Thanks Mwannsa
hi, It is useful to me.
Please help me on how to reverse the tax invoice
Kind regars,
Mashala,J
Hi Jacob
You would process a credit note.
Kind regards
Zunaid
wow it was soo nice and well explained
Thanks Ahamed.
Debtors clerk video and training on pastel please
Excellent.
Can’t wait to start my course.
Good day
i was wondering how to change the template of an invoice. Please advise.
Hi Marcelo
There is a Form Designer within Pastel that you will use to make any changes. This is covered in our Practitioner course.
Kind regards
Zunaid
Thank You for the lesson. Easy to follow and understand.
Hi Guys, what if you are a company that is into services how do invoice a client in pastel partner. NB we do not sell any products so no inventory.
Hi David
You setup the Inventory Item as a Services Item. There are other settings on the inventory item you also need to consider as this impacts on the General Ledger reporting as well (if you have both services and inventory). This is covered in detail in the Sage Pastel Partner Practitioner and Intermediate courses.
You can see more here:
https://www.talentstream.co.za/sage-pastel-training-courses/
Kind regards
Zunaid
I found it very interresting and will definitely query to go further
Hi
After i did my invoices and a printed and updated or batch, is it possible to go back to the invoice and change a date?
Hi Sheree
Not once the batch is updated.
this makes life so much easier. thanks so much
Thanks for the feedback Alta.
The course is not complicated , in everything one must focus on what he is studying for the best feedback thank you for this sample course . Now i have got a clear view of what expecting studying
Thanks Jean Pierre. Yes, the course is easy to complete. Hope we see you registering soon.
I have the whole processing of an invoice sorted…what im missing is my company details when I actually print the invoice…how to I ensure my company details are included on the invoice I want to issue to a client
Hi Sherise
These should automatically be pulled through as you should have included your company details when you did the initial company setup.
The standard forms included with Pastel will automatically print your company details on the invoice. So unless you are using a customised form there should be no issue.
We do offer support at an hourly rate where we can remotely login to your computer using Teamviewer software. Please fill in the contact form if you require this.
Kind regards
Zunaid
hey
i entered wrong figure on the invoice is it possible to reverse or delete the transaction?
It is if you haven’t updated the batch. If you have then you need to process a credit / journal.
Did I do something wrong,in my invoice the quantity column is blocked out and I can not add a quantity,your help herein would be greatly appreciated
Hi Barend
I can’t say for sure without looking at your system.
It may be because you are allocating to a GL code instead of an inventory item.
We do offer online support. Please complete the contact form if you would like to enquire about this.
Kind regards
Zunaid
Thank you for coming back to me,I’ve realized my mistake(ticking Quantity in setup)
Reagrds
Thanks for the update Barend.
Easy to follow and understand. Lesson well presented.
Thank you Celna.
Thank you so much
Definitely easy to follow
Thank you Lusapho.
Wow looks so easy indeed.
Thank you Nokuthula.
Grrrrrrrrrrreat stuff so easy to learn and understand. Its like spoonfeading a baby.totally excited Great work guyz. I feel like doing this course.
We’d love to have you join Chrystal. Please check out the details on how the course works here:
http://www.talentstream.co.za/pastel-training/process-complete-sage-course/
Wow it was very easy to follow
Thank you for the comment Patricia.
Thanks it was easy to understand
Happy to hear that Amelia.
thanks so much for the training it was so easy to follow.
Thank you Trueman
The demo was very easy to follow and well presented. Very nice.
Thank you for the feedback Marina.
The training was very easy to follow, thanks
Great Marleen !
It was really easy to follow.
Thanks Tendani.
Thanks it was easy to understand.
Thanks for the feedback Nataly.
Thank you. That was really easy to understand.
You’re welcome Sara.
I am a bit confused with this statement. “IMPORTANT: If you want to save each line that you enter you must tab to a new line. If you don’t tab to a new line then the line will not be saved and processed.”
It only saves if you tab to a new line, however it then states that if you don’t tab to a new line, it won’t be saved but processed?
Can you explain this in a bit more detail?
Thanks for this feedback Liana. We meant to say that it will not be saved and will also not be processed. I’ll edit this line to make it clearer.
In other words, if you want to include a line on an invoice you must tab to the next line for it to be included.
I hope that’s clearer.
Great stuff! Easy to follow. Thanks.
Thanks Elina.
Wow looks so easy. Wanted to know if Sage Pastel is being used mostly in the working environment?
Thanks
Thanks for the feedback Sharon.
Sage Pastel Partner is definitely one of the most widely used accounting software packages in the work environment.
Please feel free to let me know if you have any further questions.