3.3 Sales Invoices and Payment

This app integrates Sales Invoices with the DigiTax API. On submit, payment, cancellation, or manual fetch, the invoice is validated and synchronized with DigiTax.

DigiTax Tab — Important Fields

• Invoice ID — DigiTax invoice identifier (set from API response id).
• Invoice Number — DigiTax-assigned invoice number (invoice_number).
• Invoice Reference Number — DigiTax invoice reference (IRN) used to fetch invoice.
• Signed At / Validated AT — Timestamps returned by DigiTax.
• Payment Status — Payment status as reported by DigiTax (e.g., PAID, REJECTED).
• Is Valid — Boolean flag if DigiTax marks the invoice as valid.
• Submitted To FIRS — Set true when signed and valid.

Submission Flow (what happens when you Submit a Sales Invoice)

1. Validation:

• FIRS Invoice Type auto-sets Commercial Invoice if empty.
• Invoice Data is validated to ensure Invoice Type, invoice items are correct.

2. Build payload:

• A map of the invoice's posting date, invoice type code, currency, items and (for credit notes) original invoice DigiTax id is created.

3. Data submission to DigiTax:

• Mapped invoice data is sent to the DIgiTax API.

4. Map DigiTax response back to the document:

• The following fields are updated: Invoice Number, Signed At, Validated At, Payment Status, and Invoice Reference Number into the invoice fields.
• The Is Valid field is set and the Is Submitted to FIRS field to true when appropriate.
• A success message is shown to the user on successful submission.

Payment Updates

• POS / Immediate Payment on Submit:
  • When you create a sales invoice at a point-of-sale (POS) terminal and the customer pays in full right away, the system automatically marks the invoice as PAID in DigiTax as soon as you submit it.
• Payment Entries / Journal Entries:
  • When you record a payment against an invoice (via Payment Entry or Journal Entry), the system automatically syncs this payment information to DigiTax, updating the invoice's payment status there.
• Credit Notes:
  • When you create a credit note that fully offsets (cancels out) an original invoice's balance, the system automatically marks the original invoice as PAID in DigiTax.

Cancellation Flow

When you cancel a Sales Invoice, the system automatically updates DigiTax to mark the invoice as REJECTED to reflect that it has been cancelled.

Manual Fetch — "Get Invoice" Button

• After an invoice is submitted, a "Get Invoice" button appears under "DigiTax Actions" on the invoice form.
• Click this button to pull the latest invoice information from DigiTax and update your local copy. This is useful if:
  • You want to verify the current status of the invoice in DigiTax.
  • DigiTax has updated the invoice information (e.g., validation status, timestamps, etc.) and you want to refresh your view.