PERIFACT main menu SETTINGS - EXTRA'S, [VAT] tab.

In this page you will find information about

• Unit prices excluding or including setting
• Reverse VAT
• VAT exemption

UNIT PRICES EXCLUDING OR INCLUDING SETTING

You can very easily set in PERIFACT whether you want to show invoice lines including or excluding VAT. The great thing is that it's actually always customizable anywhere, or even for 1 specific customer or a one-time invoice.

The basics

The basis is set in the settings screen, which can be found through main menu SETTINGS - EXTRA and then tab [Presentation]. This is the basis for every new customer you create in PERIFACT.

Per customer

If you create a new customer in PERIFACT, it takes over the basic setting as described above. However, you can choose to deviate from this for one (or more) customers. The customer input screen offers you the possibility to deviate from this. The box [Presentation] gives you the option to show the line total including or excluding VAT. See screen image below:

Different invoice / VAT transferred

If you create a new invoice then, as you know, you will first have to choose or create a customer. When creating an invoice there are several tabs at your disposal, one of which is called [Payment and amounts]. Here you can also once again deviate from all previous settings so that you have maximum freedom.

VAT EXEMPT

Is your company exempt from VAT? Then you can easily set that up in your company settings. You can set this separately for each company. Go to main menu SETTINGS - STANDARD and go to your company information. There you will see the setting 'Exempt from VAT'. Another option is to set your default VAT rate to 0%: go to main menu PERIFACT - SETTINGS - EXTRAs , tab [VAT].