Billtobox now supports the following VAT codes:
- Exempt
- IC goods
- IC services
- Outside EU
These can be used on accounts receivable as well as accounts payable.
Billtobox returns the IC goods code if the supplier and customer are located in different countries within the EU, and no VAT is mentioned on the invoice. If it's another country outside the EU, the platform returns Outside EU.
Note: the integrated OCR (service that reads data from PDF invoices) recognizes these cases to the best of its ability and will make a proposal. It is up to the user to verify the outcome.
The exempt and IC services codes can be selected manually but they are not automatically recognized.
The VAT codes are purely indicative and must be checked by your accountant.
Do you create invoices on Billtobox?
Then you can also use these VAT codes in your outgoing invoices:
- Select the VAT code:
- Reverse charge
- Exempt
- IC goods
- IC services
- Outside EU
- Depending on the chosen VAT code, "Reverse charge" or "VAT exempt" will be displayed on the invoice.
- Reverse charge => Reverse charge
- Exempt => VAT exempt
- IC goods => Reverse charge
- IC services => Reverse charge
- Outside EU => VAT exempt
Download your archived invoices in bulk
Now you can download easily download batches of invoices that have been archived.
To do so:
- Go to your Archive, select the invoices you want to download or select all visible invoices with the first checkbox. Click Select all xx documents to expand your selection to all the documents in your archive.
- Choose the format (PDF or XML) in which you want to download your invoices by clicking one of the following buttons:
- In the pop up window, check the email address before sending the documents. Once confirmed, you'll get an e-mail from which you'll be able to download a zip file containing the requested documents.
Get your bank statements and share them with your accountant
You can already activate the bank statement service in pilot version. In the meantime, we are expanding the service further in future versions.
The Unifiedpost Payments service generates bank statements for your bank accounts for which you have given permission. You can view these statements (also called coda files) in Billtobox and share them with your accountant.
You need a premium subscription to use this service.
- Go to the Bank accounts menu then click on the Statements tab
- Follow the steps on the screen.
You can choose whether you want to share your bank statements with your accountant or not. If you do this, your accountant will receive your statements via Billtobox Files.
For each account for which you want to activate statements, you must first give your permission in the bank accounts screen.
Renew your subscription plan when you run out of bundle
When running out of documents in your subscription plan, instead of upgrading you can simply renew your existing plan and immediately double the number of documents available in the original plan.
To do so:
- Go to the Subscriptions menu
- Click on the Renew now button
- Enjoy your extra documents!
Comments
0 comments
Please sign in to leave a comment.