Client workspace
Output invoices
Customer-side invoices with output VAT, other tax, CWT, and voucher-readiness focus.
What this menu does
Provide a customer/output-VAT preset view over the shared invoice workflow.
Where to find it
Client workspace navigation: Invoices → Output invoices.
When to use it
- Work only with output invoices.
- Review customer identity, output VAT, other tax, and CWT.
- Create a manual output invoice and prepare its voucher.
Before you begin
- Open the correct client workspace.
- Confirm the company name shown in the workspace header.
Page regions
- 01Direction-specific page title and actions
- 02Summary and filters with fixed direction
- 03Invoice list
- 04Manual entry/review/detail pages
- 05Output VAT, other tax, and CWT sections
- 06Attachments, allocation, and voucher preview
Supported operations
Find and filter invoices
- 1
Use invoice/counterparty search plus status, date, exception, and other available filters.
- 2
Review summary cards and result count.
- 3
Confirm invoice direction, number, counterparty, amount, status, and source before acting.
- 4
Reset filters when the expected record is not shown.
The list shows records matching this menu's direction preset and active filters.
Create a manual invoice
- 1
Select the page's manual output invoice action; direction is preset.
- 2
Enter header, seller/buyer, counterparty, tax, line-item, allocation, and attachment data.
- 3
Save draft when incomplete, or confirm and generate only after readiness and duplicate checks pass.
- 4
Return to the same menu and verify status.
A draft or confirmed invoice is created within the selected direction.
Review and confirm an invoice
- 1
Open Continue review or Start review for an eligible draft.
- 2
Confirm invoice number/date, seller, buyer, counterparty, currency, amounts, VAT treatment, and line items.
- 3
Complete applicable CWT decision, ATC, tax base, amount, month, and exception reasons.
- 4
Review primary/supporting attachments, duplicates, allocation, completeness, and voucher preview; then confirm and generate when ready.
A ready invoice becomes confirmed and can have its main voucher generated; unresolved blockers remain explicit.
Use invoice lifecycle actions
- 1
Open the verified invoice row or detail.
- 2
Use Edit only when the status allows draft changes.
- 3
For return, archive, void, or delete, read the impact and enter a reason when requested.
- 4
Verify the status after the action; posted accounting effects may require controlled adjustments.
The invoice lifecycle changes without erasing its audit and downstream trace.
Business rules and fields
- Direction is preset to output. The page focuses on customer sales documents, output VAT, CWT, and voucher readiness.
- Manual entry records an invoice already issued or received through lawful external channels; it does not issue a legal invoice to a customer.
- Invoice direction is fixed after entry/review context is chosen.
- A complete review requires business data, tax decisions, duplicate readiness, and required attachment evidence.
- Some batch-action buttons can remain disabled placeholders; only enabled operations described here are available.
States you may see
What happens next
- Confirmed invoices can feed voucher generation, tax work, and the end-to-end lineage view.
- Drafts and failed recognition tasks retain clear next actions.
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.