Document Types and Templates Preformatted for Philippines

Philippines invoicing templates are preformatted to comply with the Bureau of Internal Revenue's (BIR) requirements for VAT-registered payers. Each document type has templates for HTML and PDF for Computerized Accounting System (CAS)-generated and pre-printed forms. If your business uses CAS, you can use the system generated templates. If your business uses loose-leaf books of accounts, you can use the pre-printed templates.

The Southeast Asia Localization SuiteApp provides the following Philippines document types:

The following table lists the available templates for Philippines, the document types to map them to, and their usage. The table also displays the template's transaction form and the document type to associate with it.

Template Name

Philippines Document Type

Transaction Form

Transaction Type

Use With

Philippines Billing Statement PDF/HTML Template

Billing Statement

Invoice

Services

CAS-generated printing in PDF or HTML, for inline display in an email body or as PDF email attachment

Philippines Billing Statement Pre-printed PDF/HTML Template

Pre-printed form for non-CAS or loose-leaf books of account

Philippines Collection Receipt PDF/HTML Template

Collection Receipt

Customer Payment

Goods

CAS-generated printing in PDF or HTML, for inline display in an email body or as PDF email attachment

Philippines Collection Receipt Pre-printed PDF/HTML Template

Pre-printed form for non-CAS or loose-leaf books of account

Philippines Credit Memo PDF/HTML Template

Credit Memo

Credit Memo

Goods and Services

CAS-generated printing in PDF or HTML, for inline display in an email body or as PDF email attachment

Philippines Credit Memo Pre-printed PDF/HTML Template

Pre-printed form for non-CAS or loose-leaf books of account

Philippines Official Receipt PDF/HTML Template

Official Receipt

Customer Payment

Services

CAS-generated printing in PDF or HTML, for inline display in an email body or as PDF email attachment

Philippines Official Receipt Pre-printed PDF/HTML Template

Pre-printed form for non-CAS or loose-leaf books of account

Philippines Sales Invoice PDF/HTML Template

Sales Invoice

Invoice

Goods

CAS-generated printing in PDF or HTML, for inline display in an email body or as PDF email attachment

Philippines Sales Invoice Pre-printed PDF/HTML Template

Pre-printed form for non-CAS or loose-leaf books of account

Note:

If you work on custom fields in Philippines Invoicing PDF/HTML templates and then view the Source Code or go to Preview, you might encounter an error. You might also see this error when you save advanced templates. You can disregard the error and proceed with saving the template, which will still work. For more information, see Template Errors When Saving under Saving an Advanced Template.

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