Set a project for project invoicing with a deviating VAT rate group

You configure these settings if you want to set a deviating VAT rate group for a project and the invoicing. This might be necessary, for example if you have multiple projects for one sales contact/debtor and a different VAT rate is used for each of the projects.

If you set Deviating VAT rate group for a project, Profit uses the deviating VAT rate group on the invoices for all articles purchased for this project and all work types involved. For a project for which this option has not been set, Profit uses the regular VAT rate group of the item in question.

If you want to use this functionality, you must first set up the Invoice by project invoicing method in order to be able to use it at project level. When generating invoices (or drafts), Profit then creates a separate invoice per sales contact per project. Per project, you next specify whether a Deviating VAT rate group should be used. And for the items/articles that you invoice for this project you set the deviating VAT rate group.

Note: 

The deviating VAT rate group cannot yet be seen in the entered actual costing line and is only applied when you invoice the actual costing lines.

To set up invoicing by project:

1. Go to: Projects / Management / Settings / Invoicing/stock.
2. Go to the tab: Projects.
3. Select the Invoice by project check box for Invoicing method if you want a separate invoice to be created per sales contact and per project when generating the invoices (or drafts). Only the lines that refer to the project are collected on the invoice.
4. Select the cost type you want to use for entering the invoice surcharge. You can only select a cost type that does not refer to hours.
5. Click on: OK.

To set a deviating VAT rate group per project:

1. Go to: Projects / Project / Project.
2. Open the project properties.
3. Go to the tab: Invoicing.
4. Select the Deviating VAT rate group check box.

   If this check box is selected, Profit uses the deviating VAT rate group for invoicing all items. If you deselect this check box for a project, Profit uses the regular VAT rate group of the item in question.

5. Click on: OK.

To set a deviating VAT rate group per item (article or work type):

1. Go to:
   • Projects / Item / Work type
   • Projects / Item / Article
2. Open the properties of the item.
3. Go to the tab: General.
4. Select VAT rate group and VAT rate group in case of deviation.

   You can only select rate groups linked to the legislative country.

5. Select the Service calculation check box if the item is a service.
6. Click on: Finish.

See also:

• Copy deviating VAT settings from a packing slip line to the actual costing and drafts