Invoice Released
Sends a set of posted customer invoices to the tax authority's digital invoicing portal (FBR in Pakistan) and records, line by line, whether each was accepted and the number the portal gave it.
What it is for
Invoices that qualify are normally sent on posting (see Customer Invoice). This screen sends invoices in a batch. Right after the save, the batch is sent: each line gets Released, the portal's response and the tracking number. A batch can be sent only once.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Transaction | The batch number | Required |
| Till Date | Invoices up to this date | Required |
| Transaction Type | Customer invoices, memos, or all | Required |
| Customer | One customer only | Optional |
Basic Data grid
Pick each Invoice; its posting and invoice dates, reference, customer and amounts fill in. After sending: Released, Portal Response and Tracking Number.
How to configure it
The company, its customers and its items must carry what the portal needs: the company's authority token, name, tax or national ID number and default address with a state; each customer's name, tax or national ID and address; each line's HS Code, a properly set tax group, and the authority unit on the unit of measure. Lines under a reduced-rate schedule need the schedule and item serial.
If something looks wrong
- "These invoices are already submitted ..." They are released on another batch.
- "This Transaction is already processed, you cannot process this again". Make a new batch.
- "Authority Token is not defined in Company" / "Company NTN / NIC not defined" / "Company State is not Defined in Address" / "Company Address is not Defined are mark as Default" / "Company name Cannot be Empty". Complete the company record.
- "... Customer ... NTN / NIC not defined" / "... Address is not defined" / "... Customer Name is not filled". Complete the customer.
- "... Line (...) HS Code not defined" / "... Tax Group is not configured properly" / "... Authotiy Unit is not defined in Unit Master" / "... Tax is not Applied" / "... Local Discount Amount cannot be negative" / "... SRO Schedule and SRO Item Serial is Required". Fix the invoice line or its setup.
- "Basic Data Lines cannot be empty" / "Line ID: ... is duplicated with Line ID: ...". Add invoices once each.