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Introduction
Once we've got a request from a user to help him to build certain invoice template in SDL Trados Business Manager. Among complexities which this user met, we can point out to the following:
- Under tax name, different texts should be printed depending on applied VAT and customer country (see below);
- Payment details must be printed to the left from invoice totals, which seemed complex because of horizontal bands which forms a structure of a report in TBM;
- In the totals part, final amount should be printed both in customer's currency and user's local currency, for tax purposes.
Requirements to conditional text which depends on customer country and tax
A: The client is a non-taxable person:
1: The client is a Business entity and has a VAT number, then print this in VAT note:
The services are taxable in the country where the recipient is established (Reverse charge cross-border supply of services to a customer in another EC country (Article 44 of Council Directive 2006/112/EC))
Applicable when the client is a translation agency and my services are intermediary (I don’t serve the end clients), VAT should be charged to the end clients only by the translation agency, and I shouldn’t add any taxes to my invoices. In this case, the tax rate is 0%
2: If the client is a Business entity outside the European Union and doesn’t have a VAT number, then print this in VAT note:
The services are not taxable because the recipient is not established in the EU (Exempt cross-border supply of services to a customer in a non-EC country (Article 44 of Council Directive 2006/112/EC))
B: The client is a taxable person:
1: The client is a Business entity within the EU and has a VAT number (it’s the end-client for me), then print this in VAT note:
2: The client is an individual and he/she is my end client
In both cases I should charge my default tax (e.g. 17%) and I need to mention this:
17% VAT is applicable under the Luxembourgish VAT Law of 12 Feb. 1979, as amended thereafter
|
Client type |
EU |
VAT number |
End Client in the service |
Tax rate |
Tax note: |
|
Business |
yes |
yes |
no |
0% |
The services are taxable in the country where the recipient is established (Reverse charge cross-border supply of services to a customer in another EC country (Article 44 of Council Directive 2006/112/EC)) |
|
Business |
yes |
yes |
yes |
17% |
17% VAT is applicable under the Luxembourgish VAT Law of 12 Feb. 1979, as amended thereafter |
|
Business |
no |
no |
yes/no |
0% |
The services are not taxable because the recipient is not established in the EU (Exempt cross-border supply of services to a customer in a non-EC country (Article 44 of Council Directive 2006/112/EC)) |
|
Individual |
yes |
no |
yes/no |
17% |
17% VAT is applicable under the Luxembourgish VAT Law of 12 Feb. 1979, as amended thereafter |
|
Individual |
no |
no |
yes/no |
0% |
The services are not taxable because the recipient is not established in the EU (Exempt cross-border supply of services to a customer in a non-EC country (Article 44 of Council Directive 2006/112/EC)) |
Invoice design
Invoice should be designed as shown in the attached file (which also includes few comments explaining what user wishes to see in the resulting document).
DOCX
Solution
Since attached design differs from all built-in designs, we can duplicate any built-in template, for example last one - Invoice v7.
In the designer, first of all let's adapt invoice header, which is simplest task.
- Select whole report (click outside of paper, for example) and change default Font to Calibri, size 12. This will set default font to all labels in the report.
- While working on the template, if particular label use non-default font, click on the green box near Font property of that label and select Reset, so this element will start using default font select for the whole report: