In previous quarters the invoices have pulled through to the vat return but on this one there are no invoices showing… Advice please… Invoices in show all sales are still at draft stage but showing as invoice…
Hi @Owen
It’s because the invoices are in “DRAFT”. Any invoice marked as a draft doesn’t count towards your figures (including turnover, profit/loss, etc).
You will first need to either flag them as sent (for accrual accounting), or if you’re on cash accounting for VAT, then you will also need to mark them as paid before they show on your VAT return.
Thank you Mathew… we have converted the estimate to an invoice but our accountant find them when he runs the vat?
Is there something else we should be doing?
Are you on cash or accrual VAT?
we are accrual accounting…
Thanks!
In that case, for the invoices to be included in a VAT return, they need to be dated within the VAT period and at least flagged as “SENT”. Draft invoices won’t be included.
as i open my sales screen the invoices are showing draft how can we get it send without emailing to customers again… these are sent at estimate and paid for then converted to invoice.
If they have been paid for, you should probably be tagging the invoices to a payment, so they’re no longer showing as outstanding.
But to flag them as “Sent”, if you view the invoice and then click on “Send”, you will see an option to “Flag invoice as sent”:
Or if you have quite a few invoices, you can bulk flag them by ticking them in the sales invoice list, clicking on Send Selected, and then make sure the Update as Sent option it ticked:
Hope that helps!
will this then send it to the vat return?
Any invoice that’s not in draft will be included. You can export a list of the included invoices as part of the VAT return, which, although optional it is recommended that you download to check everything is correct.
how do we get it out of draft to the vat return without sending the customer the invoice again…
You don’t need to send the invoice to the client. As long as it’s flagged as sent (see my post above), then it will be included in the relevant VAT return. The key thing is, the invoice shouldn’t be in “DRAFT”.
OK thanks so when sending estimates then invoices always show sent… Thanks
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