What "IRD-ready" means here
Penahak Accounting's invoices are IRD-ready: each carries the customer's PAN and name, a number from your own series, the date in BS, the fiscal year name, the taxable amount and the VAT. Whether your company sends them to the IRD depends on your company's IRD setting, kept by Penahak. This page is about what the screens do when that setting is on.
Which documents go to the IRD
| Document | Sent as |
|---|---|
| Sales invoice (every form) | A bill |
| Sales return (also when a provisional return is approved) | A credit note naming the invoice |
| Cancelled invoice | A credit note naming the invoice, with your reason |
| Reversed sales return | A bill again, because it puts the sale back |
Quotations, orders, delivery notes, goods delivery records, add-on vouchers, receipts and service jobs are not sent.
What changes when your company's IRD setting is on
| Area | What you see |
|---|---|
| Sending | Each saved invoice and return is sent by itself, a moment after it is saved. Nobody presses a button |
| Dates | Invoices and returns can only be dated today. The date field cannot be changed |
| Editing | A saved invoice cannot be edited or deleted: Edit and Delete are not offered. See Editing a saved invoice: what can and cannot change |
| Corrections | A Take goods back with a sales return, or a Cancel an invoice on the day |
| Printing | The first print is the original, in the number of copies your company set; later prints are counted and marked as reprints: Print and reprint invoices |
| Reference voucher | The customer's own bill number shows on the abbreviated invoice |
| Fiscal year | Each year needs its Fiscal year IRD name, or selling is blocked: The fiscal year |
| Missing bills | Invoices and returns that did not reach the IRD are sent again automatically; a cancel is sent again from the IRD API screen: How bills reach the IRD, and what to check when one does not |
What you can check yourself
The Materialized view report lists every invoice and return with a Sync with IRD column of Yes or No: The Materialized view report. Your accountant should look at it at least once a day.
What you need to keep right
- The customer's PAN on the customer, or on the invoice for a walk-in buyer, so the bill carries it.
- Your company's PAN, user name and password on the IRD API screen: Set up IRD for your company.
- A Fiscal year IRD name on the active fiscal year.
Common questions
Our company has just switched IRD on. Can we still edit last month's invoices?
No. With IRD on, Edit and Delete are not offered on any saved invoice. Correct an older invoice with a sales return (Editing a saved invoice: what can and cannot change).
A walk-in buyer gives us a PAN. Where does it go?
On the invoice. On the abbreviated invoice, open the cash customer detail and enter the buyer's name and PAN (The abbreviated invoice for counter sales). Then the bill carries it.