What has to be in place
For invoices and credit notes to go to the IRD, three things must be true:
- Your company's IRD switch is on. This is kept by Penahak on your company record, not on a screen you can change. If it is off, no bill is ever sent and the IRD API screen refuses to save.
- The IRD record is filled in. It holds your PAN, the User name and Password that identify your company to the IRD, and the fiscal year.
- The active fiscal year has an IRD name. See The fiscal year.
The screen is called IRD API (menu Account Setup › IRD API). If you cannot find it, or it will not save, ask Penahak support: the company's IRD switch may not be on yet.
The IRD record
| Field | Meaning |
|---|---|
| PAN | Your company's PAN. It goes with every bill as the seller PAN |
| User name, Password | The credentials your company holds for sending bills to the IRD |
| Fiscal year | The year the record is for |
| API URL, Bill URL, Return URL | Required by the screen. Penahak support gives you the values to enter |
| Active | Whether the record is in use |
The screen lists the record with a Status of Active or Inactive, and a button on each row that re-sends bills that have not reached the IRD (IRD data synchronization): when it finishes the screen says "IRD data synchronization complete". See How bills reach the IRD, and what to check when one does not.
Before IRD is switched on
- The active fiscal year has its Fiscal year IRD name. Without it the sales screens are switched off (The fiscal year).
- Your regular customers have their PAN on the customer screen: a bill to a customer without one goes without the buyer's PAN (Create a customer).
- Make your test invoices before the switch. Once IRD is on, a test invoice is a real bill and cannot be edited or deleted (Set up before the first sale).
- Once IRD is on, every invoice and return that has not reached the IRD is waiting to be sent, and that includes invoices saved before the switch. If your company already has invoices in Penahak, agree with Penahak support how they will be handled before the switch is turned on.
- Tell the clerks what changes for them: invoices and returns are dated today only, a saved invoice cannot be edited or deleted, and mistakes are corrected with a return or a same-day cancel (What IRD-ready means).
Common questions
Do we need a new IRD record for each fiscal year?
No. Keep the one record. Each bill goes with the IRD name of the fiscal year its date falls in, so what you add each year is the Fiscal year IRD name of the new year (Start a new fiscal year).
Our IRD password changed.
Edit the existing record with the new password instead of adding a second one, then press IRD data synchronization so the bills that were waiting go with the new password (How bills reach the IRD, and what to check when one does not).