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Open a client’s invoice book for a period

One client, one period: what they entered, what the firm verified, and what the two add up to.

You need

• taxoffice.clients.read
• taxoffice.invoices.read

Steps

1. Go to Invoice book and choose the client.
2. Set Period from and Period to. Both are required and neither is filled in for you: Choose a client and the period the return covers. The book is bounded by the period, not by a page.
3. There is no page number anywhere on this screen. What you get is the period you asked for, whole, because a period is what a return covers and a page is not.
4. Each row says whether it was a Purchase or a Sale, with its Invoice number, its Counterparty and its Invoice date.
5. Two money columns sit side by side: The client’s figure and Verified. A row nobody has checked reads Not yet checked rather than repeating the client’s own figure as though the firm had agreed with it.

An empty book is about the period you chose, not about the client: This client has entered no invoice dated inside the period you chose.

Related

• Accept a client’s figure, or correct it
• Read what the period adds up to