This article will show you how to edit your invoice in preparation for the VAT domestic reverse charges commencing on the 1st of March 2021.
First, open the template editor by going to Tools > Print Template Editor.
Once the template editor has opened, click on ‘Open Template’ and select the template you wish to use. In this case, it will be your invoice. Once you’re happy with the selection, click ‘OK’
Now your template will be displayed. The first thing you will want to do is add the tax description to the item table, so it shows the items that are DRC VAT.
Double-click on the item table to open.
Once open, go to the ‘Columns’ tab, click on the green plus sign as shown below and select ‘Standard Column’.
Next, select the ‘Add Column name’ column and in the column text type "DCR Rate" and select ‘Tax.Code.Description’ for the field name.
Next, move the column to the desired place, in this case, we have moved it between ‘Description’ and ‘Price Each’
You may have to make more space for the added column ‘DCR Rate’, go to the ‘Description’ column and change the column width to 250.
When you’re happy with your modification, click ‘Refresh’ to update the preview and click ‘OK’.
Now it’s time to put the total domestic reverse charge on your invoice. Although not a legal requirement, it is useful for the customer to see how much they need to pay HMRC.
Go to the bottom of your template and select the text icon to add a text box.
Next, we can add the DRC tag from the tag list on the right-hand side of the template and select ‘TotalDRCCalculated’.
For the final part, you must put some text in the invoice that explains a domestic reverse charge is applied to this invoice. To do this, select the text box and draw the box you require as shown below.
Now you will need to write the text you require; in this case, we have gone for the wording on the Government website regarding the domestic reverse charge.
Once you’re happy with the format click ‘OK’.
Now it’s time to save the invoice. If you want to keep the original invoice, then use the save as icon, name it "Invoice DRC" and tick the 'Domestic Reverse Charge' tick box, as shown below.
Exit the template editor and you can now print your domestic reverse charge invoices in Clik Service.