Fiscalising an Invoice in Sage Pastel Partner

Fiscalising an Invoice in Sage Pastel Partner

Overview

Step by step process

To be able to create an invoice, log in to Sage Pastel.

Step 1. Create Invoice

  1. Navigate to Customers > Documents > Fiscal Tax Invoice.
  2. Select the correct Customer from the list.
  3. Enter the Invoice Date, Reference Number, and Delivery Details.
  4. Add line items, e.g, the product, descriptions, quantities, HS Codes, and prices.

Step 2. Fiscalising Invoice

  1. On that same invoice, Click on Next Document > Batch > Update.
  2. Open your Fiscal Harmony plugin by right-clicking the icon and opening it with "Run as Administrator".
  3. Check for the plugin on your taskbar, it should bring a success status. Double-click it to open the plugin.
  4. Check for the success status in the right cell of the invoice.



Step 3. Locating Fiscalised Invoices

  1. The fiscalised invoices are stored on your local machine. To locate them, click on Global Settings, and you will see a file path highlighted in blue. That’s the folder where your PDF invoices are saved. 
  2. Open the folder path shown in blue. You should now see the automatically received fiscalised PDF invoices.

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