IntelligentTaxProduct Documentation
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Invoices & documents

Create a manual invoice

Available

Record an input or output invoice manually when no usable imported draft is available.

When to use it

  • Record an externally issued invoice
  • Capture input VAT and purchase EWT or output VAT
  • Record a received Form 2307 independently for an output invoice
  • Attach source and supporting documents

Before you begin

  • Know whether the invoice is input or output
  • Prepare the counterparty, invoice facts, business category, amounts, and source documents

How to use it

  1. 01

    Start manual entry

    From Invoices, choose Manual Entry and select the invoice direction.

  2. 02

    Enter source facts

    Complete the invoice number, date, counterparty, one business category, and the VAT amount composition.

  3. 03

    Set direction-specific withholding

    For input invoices, decide whether purchase EWT applies and select the effective ATC when applicable. For output invoices, you may open Received Form 2307 and save its separate draft before the invoice is processed.

  4. 04

    Attach evidence

    Add one primary attachment and, when needed, up to three supporting attachments, or record the missing-primary reason. A Received Form 2307 without an accepted primary attachment needs its own explanation.

  5. 05

    Preflight and process

    Save incomplete drafts. For an output invoice, review the read-only preflight first and process each independent record only when ready.

System screenshot

The new output invoice page shows primary evidence, invoice and customer facts, VAT composition, and the independent Received Form 2307 section before processing.

What happens next

The invoice and, when requested, Received Form 2307 retain separate traceable tax facts and vouchers. The output invoice is posted synchronously; a queued Received Form 2307 result is not yet a posted ledger entry.

Good to know

  • Manual entry records an invoice; it does not send a commercial invoice to a customer.
  • Received Form 2307 is optional for the output invoice and is never written into its Output VAT or sales amount.
  • The output invoice posts in its processing transaction; only the separate Received Form 2307 result may remain queued for the controlled worker.
  • Do not confirm if the invoice number or counterparty might be duplicated.