Prerequisites:

1. Ensure that you open the invoice template using Microsoft Excel only.

STEPS TO CREATE AN INVOICE

BUYER DETAILS:

• Open the Fiscal Harmony Invoice template.
• Fill in the buyer's details in the specified fields. 
  • If the client/customer has a TIN/VAT number, address, and contact details, you can enter the details accordingly. If not, you can enter them in as a cash sale or enter their name.
  • If they are entered in as a cash sale then you will not have to enter in any of the other details

INVOICE INFORMATION:

• Select the tax method by clicking on the drop down option
  • You can select whether you want your invoice to be Tax Exclusive or Inclusive.

• The Invoice date and number is generated automatically with every invoice
  • The date automatically picks up the current date
  • The invoice number automatically increments with each invoice done. i.e. the next invoice you generate will be INV002.

• Select the currency that the invoice will be in by clicking on the drop down option

• Select the payment method that the invoice will be paid in by clicking on the drop down option

• Enter the Reference if you have any
  • The reference can be a reference number, order number, or any other infrmation that you think is necessary to include in your invoice

DESCRIPTION:

• This is where you will add all your product or service details
  • You can enter your description, quantity and unit price. 
    • The total should automatically calculate based on the quantity and unit price entered.

• Tax column
  • You can select from the dropdown, the tax that applies to the product or service, whether Standard/Zero rated, or Exempt from tax.

• HS Code
  • HS Codes are a Zimra requirement
  • You will be given an HS Code file during setup that you can utilize to find the corresponding 8 digit HS Code to your product or service
  • You will have to manually type the HS Code and not copy & paste it

• Cross-check invoice totals
  • Just double-check if the totals are correct

FISCALIZE:

• Save the invoice as an Excel file before fiscalizing
  • You can save the invoice locally in a folder on your PC/Laptop
  • You can also rename the Excel invoic for ease of locating it in the future

• In Excel, navigate to the Fiscal Harmony tab (located next to Home) as shown below
  • You can click on the the Fiscalize Invoice option to complete the process

• If there are any errors, it will tell you the error through an error popup message
• If there are no errors, your invoice will process and fiscalize

• Once it has fiscalized, a folder will pop up on your screen with the PDF of the fiscalized invoice.

DONE : YOU ARE ALL SETUP, HAPPY FISCALIZING!

Fiscalizing a Credit Note in Excel