Event Pro Forma Invoice Report
This report will create a pro forma tax invoice for a specified event which is primarily used to help collect an advance deposit that has been requested by the hotel. The pro forma tax invoice is an estimate of the anticipated charges the event will incur based on the selection and pricing of the Room, menus and items. The report includes the event details and then a list of anticipated charges by date with quantity, description, price per unit net, VAT per unit, and total price including VAT. A estimated tax breakdown is included after the listing of anticipated charges.
You filter the report by specifying the event. You can optionally run the report in summary view which will print one row per unique transaction code with the total amounts.
To generate the Event Pro Forma invoice for Portugal, you must use the option on the menu of the Event Master screen. The Proforma invoice includes information such as Sequential Document Number, Electronic Signature, ATCUD code (unique number – combination of sequential number and code issued by tax authorities) and QR code that are specific to Portugal. The value of the FISCAL property parameter must be set to PT. The Jasper reporting tool is used to print the Proforma invoice.
The following are some of the important points to be noted:
- If an Item has an additional tax associated that has Report as Vat checked, the amount is reported as if it were an inclusive tax. In addition, the Gross amount is increased by this amount.
- Report as Vat is not reported on a separate line, like other additional taxes are.