Fiscalizing An Invoice

Created by Cruise Williams, Modified on Wed, 2 Apr at 8:55 AM by Cruise Williams

This guide provides a step-by-step process for fiscalizing an invoice using the Relay button in Manager IO after integrating with Fiscal Harmony. It also outlines the prerequisites and best practices to ensure successful fiscalization.

1. Prerequisites for Fiscalizing an Invoice

Before you can fiscalize an invoice, ensure the following prerequisites are met:

A. Customer Information

TIN Number (Tax Identification Number) : Ensure the customer’s TIN is entered in their profile in Manager IO.
VAT Number: Ensure the customer’s VAT registration number (if applicable) is entered in their profile.

NB: For clients without Tin Numbers put a prefix of Cash (e.g., Cash John Doe). on the Customer Name

B. Inventory Items

HS Code (Harmonized System Code): Each inventory item on the invoice must have an HS Code associated with it. This code classifies the product or service for tax purposes.

C. Intergration Setup

Step 1: Create or Open an Invoice

Log in to Manager IO.
Go to Sales > Invoices.
Create a new invoice or open an existing unpaid invoice.

Step 2: Verify Customer & Item Details

Confirm the customer has:
TIN Number (or is prefixed with "Cash" if no TIN).
VAT Number (if applicable).
Ensure all items have an HS Code.

Step 3: Fiscalize the Invoice

Click the "Relay" button (visible after integration setup).
Manager IO will send the invoice data to Fiscal Harmony for fiscalization.
Wait for confirmation: Go to your Fiscal Harmony App
- If successful, the invoice will be updated on your Logs
- If failed, check error details and correct missing/invalid data.

Step 4: Save & Share the Fiscalized Invoice

Once fiscalized, the invoice is marked as "Fiscalized".
Print or email the invoice to the customer (it now includes fiscal compliance details).

3. Troubleshooting Common Issues

Issue	Solution
"Relay" button missing	Ensure the Relay Link is correctly pasted in Form Defaults.
"TIN Number missing" error	Add the TIN in the customer’s profile or use "Cash [Name]".
"HS Code missing" error	Assign an HS Code to all items in Inventory Settings.
API connection failure	Verify Manager IO & Fiscal Harmony API keys are correct.
Invoice not updating after fiscalization	Refresh the page or check Fiscal Harmony’s transaction logs.

4. Best Practices

✔ Always verify customer TIN/VAT before fiscalizing.
✔ Use "Cash" prefix for walk-in customers without TIN.
✔ Ensure HS Codes are up-to-date for all products.
✔ Test with a sample invoice before processing live transactions.

5. Support

For further assistance, contact:

Fiscal Harmony Support: support@fiscalharmony.co.zw