Client workspace
Invoices
Unified invoice records for recognition, review, and manual input and output entry.
What this menu does
Keep input and output work in one operational records list.
Where to find it
Client workspace navigation: Source Documents → Invoices.
When to use it
- Find by period, status, direction, keyword, or counterparty.
- Review a draft from upload or recognition.
- Record an externally issued or received invoice manually.
- Trace VAT, EWT, Received 2307 / Received Form 2307, voucher, and detail outcomes.
Before you begin
- Open the correct client workspace.
- Confirm the company name shown in the workspace header.
Page regions
- 01Processing overview
- 02Search, tax-period, business-status, and direction filters
- 03Invoice records
- 04Review queue
- 05Recognition progress
- 06Manual entry and detail
Supported operations
Find and review invoice records
- 1
Use the processing overview to narrow All, Pending, Needs attention, or Completed work.
- 2
Search by invoice number, counterparty name, or TIN; add period and direction only when needed.
- 3
Open the row action to continue entry, fix an issue, open review, or view details.
- 4
For review work, confirm source facts, tax treatment, evidence, and duplicate warnings before processing.
The record remains with a clear follow-up state or is confirmed for downstream work.
Create a manual input or output invoice
- 1
Select Manual entry and choose input or output direction. Direction is the entry choice and is locked after saving.
- 2
Enter invoice number, date, counterparty, one business category, and VAT composition; this workflow does not issue a commercial invoice to a customer.
- 3
Attach one primary attachment and, when needed, up to three supporting attachments. If primary evidence is unavailable, enter its required reason.
- 4
Save incomplete work as a draft. Before Confirm and Process, review readiness and duplicate checks.
A draft retains source material; a confirmed ready invoice creates its controlled result.
Apply VAT, Purchase EWT, and Received Form 2307
- 1
Review Standard 12%, Zero-rated 0%, VAT-exempt 0%, or Mixed / Manual VAT composition. Mixed / Manual amounts must balance to centavo precision.
- 2
For an input invoice, explicitly choose Purchase EWT as Applicable or Not applicable. Applicable EWT uses an active ATC and its system-calculated tax base and rate.
- 3
For an output invoice, Received Form 2307 is optional and independent. Save its draft separately; it does not change output VAT or sales amount.
- 4
A Received Form 2307 draft creates no tax fact, voucher, or ledger entry. Process it only when its own evidence and validation are ready.
Invoice, withholding, voucher, and detail facts remain traceable to their controlled records.
Business rules and fields
- There is one Invoices menu and one unified records list. Direction is a query filter and manual-entry state, not a separate list menu or route.
- Recognition, review, tax facts, voucher, and detail behavior remain in the invoice workflow.
- An output invoice and Received Form 2307 are independent records.
States you may see
What happens next
- The invoice workflow retains the source, review decision, tax facts, voucher outcome, and detail trail.
Common problems
The page is view-only or an action is missing.
The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.
Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.
A save, generation, or load action fails.
Business validation, missing source data, an expired session, or a temporary service problem can block the action.
Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.