Billy has heard from our Australian customers that there are special requirements for their invoices.Below are some of the best practices for making Billy fit your needs.

 

When GST is paid the special Australia requirements are:

  1. The document must display GST     
  2. The document must be labelled as "Tax Invoice"
  3. The company's Australian Business number (ABN) must be displayed
  4. The buyer's Australian Business number (ABN) must be displayed (if invoice is $1000+)

Fixes: 

Go to Settings > Templates > select/create template for when GST is charged > Language tab 

 #1 in the 'AlternateSettings' field enter "GST" 

 #2 Scroll down to the Invoices section

  • In the 'Alternative document title' field enter "Tax Invoice" 

 #2-3 Scroll down to the Invoices section

  • In the 'Alternative document title' field enter "Tax Invoice"
  • In the 'Document header message' enter "ABN: XX XXX XXX XXX"*

 * Alternatively in Settings > Organization enter "ABN XX XXX XXX XXX" in the 'Tax ID' field

#4 When you set up your customers/vendors, in the 'Tax ID' field enter "ABN: XX XXX XXX XXX"

When GST is not paid the special Australia requirements are:

  1. The document must display GST     
  2. The document displays "Invoice" not "Tax Invoice"
  3. The company's Australian Business number (ABN) must be displayed
  4. The buyer's Australian Business number (ABN) must be displayed (if invoice is $1000+)
  5. The invoice must state "No GST charged" 

Note: there currently is no way to remove all tax references from Billy, but it's on the roadmap. 

Fixes: 

Go to Settings > Templates > select/create template for when GST is not charged > Language tab 

 #1 in the 'AlternateSettings' field enter "GST" 

#2-3 Scroll down to the Invoices section

  • Leave 'Alternative document title' blank 
  • In the 'Document footer message' enter "no GST charged" 

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