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Garage invoice template for Technical Support

Hello and welcome to this video on creating and  using an invoice for domestic reverse charge. So what I'm going to show you today is  how you can make a template for domestic   reverse charge and I'm going to  show you how you will use it. So the first thing that we need to do, is we need  to go into tools and we need to go into the print   template editor. What will happen is you'll  get the print template and report designer   and what we're going to do is we're going to  open up an invoice template that we already use.   So you can see here, you might have your  recently used templates and it could be here,   or you need to go to open template and then  you need to select invoice, and then you need   to select that template. So we're going to click  on invoice on here and we're going to click ok. So this is going to bring up my invoice  template I currently use but I need to   make some modifications to make a  domestic reverse charge invoice.   Now the three things that we need to  change is we need to change the table,   we need to put a tax description that shows  the domestic reverse charge and the percentage.   And then we also need to put some wording  at the bottom here to say that it's domestic   reverse charge invoice. And we're also going  to put domestic reverse charge amount as well. Right, so the first thing we're going to do is  we're going to click on to this table on here.  And these are the general properties  of that table and you can see that   you've got a preview here, which  we'll come back to in a minute,   but we're going to go into columns first. And  what we need to do is add a column. So I'm going   to click on the plus sign and I'm going to click  on standard column. By default, that's going to be   at the bottom at the moment, which is perfectly  fine whilst we create this particular column. So in my column text, I am just going to put tax  description. Once you put in that column text,   you can go into field name and we're going to  find taxcode.description. So if we go right to the   bottom here, we should see taxcode.description,  which is here. Now you can also, if you want to   if you prefer to, you can put tax.description  and rate which will put the rate as a separate   part, but some people, most people, might have  put in their domestic reverse charge on tax codes   the whole thing in the description  anyway but I can leave that up to you. Okay, so I'm going to put tax code.description now  you can see here that's comments at the bottom,   but it's putting the right information that I  need. But the next thing I want to do is format   the horizontal alignment to make sure it wraps,  just in case my description is quite big for my   tax code in terms of domestic reverse charge. So  I'm going to make sure it wraps as well. And then   what I'm going to do, is I'm just going to put  that up a couple of spaces so it falls between   description and then price each. So just in  between there, we've got tax description. So as you can see here, we're starting to see  a preview that we've got here. Now we could   click refresh, that will just change it. Now what  will happen, is obviously at the moment the tax   description width is probably not great, probably  at a hundred and I might need to make that bigger.   What I might need to do, is I might decrease  my description here just a tiny little bit,   just in case my description is there but  I can make sure that that wraps as well   so if it does go over a little bit it will go on  to the second line which will be absolutely fine.   You can obviously mess around with these kind  of widths, and you can decide which is better   for you once you print it, and you can sort  of go back into the template and modify it. So that's the template sorted and probably  the hardest part of this particular   exercise. So that's one bit that we've done,  so it's now going to show the tax description   of the individual items that  you put on your invoice. Now what we're going to do is we'll scroll down  a little bit and we're going to concentrate on   the footer down here. So what you do need to  put, is you do need to put some wording in.   And I'm just going to drag that working in over to  here, so you can see how that's used. But first,   we need to build what we call a text box. So  we're going to click on this text box on here,   and I'm going to decide that I want my  wording just around about here somewhere. Okay so I've got my text box, I can now double  click on that text box and then I can put the   wording that I require. Now I'm going to put the  wording that we found on the Government website,   and this might be the one that you  will use. So the wording we've got   here is "customer to account to HMRC for  the reverse charge output tax on the VAT   exclusive price of items marked  reserve charge at the relevant VAT rate   as shown above". So we're going to click  ok and that's going to populate in there. Now, what the next thing we could do as well,  is we could actually put how much the domestic   reverse charge is. That will give the customer the  information that they need to pay HMRelevant   amount of money or pass it on to their end-user.  So what I'm going to do, is I'm going to click   on insert text element here and I'm just going to  put it down here and I'm going to put in domestic   reverse charge. And then we got that in  there, and that would be my first line item. And then what I can then do is put my tag next to  it, which is going to be on this right-hand side   just down here. And if we scroll all the way down  we're going to find one called TotalDRCCalculated.   So, I'm going to populate that into  here, and that's going to come up.   Now what we need to do, is we do need  to go back into this TotalDRCCalculated,   and then we need to click on the format mask and  make sure it's set to currency. Just double-check   that it's set to currency so it shows in the  pound sign. What you can do is you can change your   fonts, you can change the style, say for example  if you wanted bold you'd be able to do that.   So that's possible if you want to. Okay, so I'm  going to okay that, we've now got that in there. So the next thing that we need to do, and this is  a very important part of the process, is click on   the save as button here. Because we don't want to  overwrite the original invoice that we had before.   So what we're going to do is we're going to go  to template name and I'm going to say invoice   DRC, and I'm going to put Clik, just  so we've got a different name to   the other ones I've been previously doing. And  i'm going to click on domestic reverse charge,   this is very important. So when you print  out your template and it recognizes it's   got domestic reverse charge on it, it will  always default to these types of templates.   So we're going to click on  ok and that's now saved. s So let's have a little look to see what that  looks like in Clik. Okay, so we're in Clik now,   what we're going to do is we're going to click on  an invoice. We are going to go into an invoice,   so we're going to quickly create one.  So I'm going to add some products,   add that to my invoice. Now when I add  that to my invoice, and I want it to   now be a domestic reverse charge, I can  change the tax code from here. However,   if that customer was set to have always  that tax code, that would also populate   straight away from here. And you can see that  you've got these elements at the bottom now, so   you've got a DRC rate and DRC amount and you can  see that the VAT has now disappeared completely. So what we're going to do, is we're going  to click ok on there, we'll just click close   and now you're going to see that widget in  there and you'll notice this box in the bottom   right-hand side just saying domestic  reverse charge 16 pounds but no tax,   as expected. So what we're going to do now,  is I'm just going to show you what we're   going to print out that template that we just  created. So if we click on print, we say yes   and you'll notice that it's directed us straight  to the invoice DRC Clik, because that was ticked   as a DRC template. And I'm going to click on ok,  and then we can see the changes that we made. So as you can see, you've got your tax description  in there - domestic reverse charge 20 percent -   and it's nicely wrapped up. And down here we've  got "customer to account to HMRC for the reverse   charge output tax on the VAT exclusive price of  items marked reverse charge at the relevant VAT   rate as shown above". So it's telling you it's  a reverse charge invoice, and you can see here,   that's the domestic reverse charge amount  and you can see that there is no VAT. Okay, that's it for creating and  using a domestic reverse charge   invoice. Thanks very much for listening