Accounts Receivable | Tax Invoice Generation

Raised from the order. Zero-rating decided at the line. Delivered as data.

The invoice builds from the sales order rather than being typed again, and whether each line is standard-rated, zero-rated or exempt is decided from what was sold and who it went to. It goes out over InvoiceNow where your customer is on the network, and as a PDF where they are not. Both paths produce the same record in your books.

Start free trial Book a demo

What the system does

Capability, input, output.

Capability	Input	Output
Invoice from order	Sales order or delivery record	Draft invoice with lines, pricing and terms carried through
Rating at the line	What was supplied + where the customer belongs	Standard-rated, zero-rated or exempt, decided per line
Required fields check	Draft invoice	Missing tax-invoice fields flagged before it is sent, not after
InvoiceNow delivery	Customer's network address	Structured invoice delivered, with the response tracked
PDF fallback	Customer not on the network	Same invoice as a PDF, same record in the books
Multi-currency	Customer currency + rate at the tax point	Invoice in their currency, GST accounted in yours
Recurring and scheduled	Billing schedule	Issued on the date, delivered the same way

Invoice from order

Input

Sales order or delivery record

Output

Draft invoice with lines, pricing and terms carried through
Rating at the line

Input

What was supplied + where the customer belongs

Output

Standard-rated, zero-rated or exempt, decided per line
Required fields check

Input

Draft invoice

Output

Missing tax-invoice fields flagged before it is sent, not after
InvoiceNow delivery

Input

Customer's network address

Output

Structured invoice delivered, with the response tracked
PDF fallback

Input

Customer not on the network

Output

Same invoice as a PDF, same record in the books
Multi-currency

Input

Customer currency + rate at the tax point

Output

Invoice in their currency, GST accounted in yours
Recurring and scheduled

Input

Billing schedule

Output

Issued on the date, delivered the same way

Compliance + integrations

Zero-rating is where invoices go wrong.

Charging GST is easy. Deciding not to charge it is the part that gets tested, because zero-rating an export depends on facts about the supply and the customer that live outside the invoice, and the evidence for it has to still be there when someone asks. The decision is made at the line from the order and the customer record, and the reasoning is kept with the invoice.

Regulations we work within

GST Act

Tax invoice content validated at issue, so a missing field surfaces before the customer sees it.
Zero-rating

Applied from the nature of the supply and where the customer belongs, with the supporting evidence linked to the invoice.
Records retention

The invoice, its delivery record and the supporting evidence held together for the statutory period.

Connects to

InvoiceNow Send over the PEPPOL network
IRAS The F5 return the output tax feeds
Xero Invoice synced to the books
QuickBooks Invoice synced to the books

Tax Invoice Generation FAQ

What buyers ask.

Half our customers are not on InvoiceNow yet. Does that break the flow?

No, and it will be true for a while yet. The invoice is the same document either way; only the delivery differs. Your AR team works one screen, and the customer record remembers which path each one takes, so nobody is deciding per invoice.

How does the system decide a supply is zero-rated?

From the nature of the supply and where the customer belongs, both of which are on the order and the customer record before the invoice exists. Where it is genuinely borderline, an export of services to a customer with a Singapore presence being the usual one, the line is flagged for a human rather than rated automatically, and the decision is stored so the same pattern is treated consistently.

We invoice in USD but account in SGD. How is the GST handled?

The invoice is issued in the customer currency and the GST is accounted in yours, converted at the rate on the tax point, with the rate stored on the invoice. That last part matters more than it sounds, because at the quarter the question is never what the rate is today but what rate you used, and reconstructing it is how differences appear.

Can we still send a PDF to a customer who is on the network?

You can, and occasionally you will need to, for a customer whose accounts team wants something to look at. What you should not do is send both and treat them as two documents. The network copy is the record; the PDF is a courtesy, and the system marks it as one.

Related features

Raise your next invoice from the order.

Connect one entity, free. Build an invoice from an existing sales order and watch the rating decided at the line, the required fields checked, and the delivery take whichever path that customer is on.