Skip to content
Systematic home

Documentation

Systematic Invoice

Taxes and discounts

Tax on each line

Give a line its own tax rate, for example 20% on design and 10% on training. A line's tax is:

  • Added: the price is before tax, and the tax is added on top.
  • Included: the price already includes the tax; turn on Inclusive.

Tax on the whole invoice

Or set one tax on the total of the invoice. It can be added, included, or deducted: taken off the total, as for a withholding tax.

Discount, surcharge and shipping

  • Discount: none, a fixed amount, or a percentage, on a line or on the whole invoice.
  • Surcharge: none, a fixed amount, or a percentage.
  • Shipping fees: a fixed amount.

On the PDF, a discount, surcharge, tax or shipping that is zero is left out.

VAT reports

  • VAT by rate lists every tax charged in the period by rate: on lines or on the whole invoice, added, included or deducted, with the amount it was charged on and the tax. It is ready for your VAT return.
  • Tax summary gives net, tax and total per month.
  • The Sales register lists every invoice of the period with its client, amounts and status, for your accountant.

Foreign currencies

An invoice in another currency also prints its VAT in your default currency, with the rate used, as the EU VAT Directive (article 91) asks. See Currencies and rates.