Philippines Invoicing

Overview

To use the Philippines invoicing features, you must install the Southeast Asia Localization SuiteApp.

The SuiteApp provides localized templates and custom fields necessary for doing business in the Philippines. These documents are preformatted to comply with BIR (Bureau of Internal Revenue) requirements and can be generated as PDF or HTML. With Philippines invoicing, you can generate documents for VAT-registered businesses using CAS (Computerized Accounting System) and preformatted forms for business with loose-leaf books of accounts.

The SuiteApp also includes features for generating and adding the following information about Philippines document types:

• Document Serial Number. For more information, see Philippines Inclusive Serial Number.

• Unique document numbering. For more information, see Philippines Document Numbering Setup.

• PTU (Permit To Use) Number details. For more information, see Permit To Use (PTU) for Computerized Accounting System (CAS).

• ACCN (Acknowledgment Certificate Control Number) details. For more information, see Support for Simplified System Registration for CAS Users.

• Reprint label and watermark for documents with pending approval status. For more information, see Printing Philippines Invoicing Transactions.

• Print remittance slip for invoices and statements. For more information, see Printing Remittance Forms.

• The following lists other customizations available for Philippines invoicing:

  • Customizing Philippines Document Printing Preferences

  • Setting VAT Print Option

  • Specifying Liability on Philippines Documents

  • Specifying the Address on Printed Forms

  • Updating the Taxpayer Branch Code

Philippines invoicing templates are only available for the supported document types listed in the following table.

Document Type	Transaction Form	Transaction Type
Billing Statement	Invoice	Services
Collection Receipt	Customer Payment	Goods
Credit memo	Credit Memo	Goods and Services
Official Receipt	Customer Payment	Services
Sales Invoice	Invoice	Goods

Important:

Before creating Philippines documents for sales invoice, billing statement, collection receipt, official receipt or credit memo, you must do the following:

• Map the transaction forms to the corresponding Philippines document types. For more information, see Philippines Transaction Form Mapping and Invoicing Templates.

• Set up a Philippines Document Numbering Sequence per document type and enter their CAS registration details. For more information, see Philippines Document Numbering Setup and Support for Simplified System Registration for CAS Users.

Otherwise, you may encounter validation errors when working with Philippines documents.

BIR-Required Details

In compliance with BIR, the following details are shown in Philippines invoicing documents:

Seller and Buyer Information

• Registered Name

• Registered Address

• Registered Business Style

• The phrase VAT REG TIN followed by the 9-digit Tax Identification Number (TIN) and the 5-digit Branch Code

Transaction Details

• Date of transaction

• Quantity of item

• Description of item or nature of services rendered

• Unit cost

• Total cost

• VAT Amount

• VAT transaction table:

  • VATable Sales

  • VATable Amount

  • VAT Exempt Sales

  • Zero-Rated Sales

Footer Details

• PTU or ACCN and date issued

• Document Series Range in use

• The footer phrase "THIS DOCUMENT IS NOT VALID FOR CLAIM OF INPUT TAX" for supplementary receipts

Payments and credit application details are also included in Philippines documents. If a transaction has credits, deposits, or journals applied together with payments, a Related Application Amounts table is displayed in the document.

Related Topics

• Southeast Asia Localization
• Requirements for Using Philippines Invoicing Features
• Roles and Permissions for Philippines Invoicing
• Philippines Transaction Form Mapping and Invoicing Templates
• Philippines Document Numbering Setup
• Permit To Use (PTU) for Computerized Accounting System (CAS)
• Support for Simplified System Registration for CAS Users
• Philippines Inclusive Serial Number
• Printing Philippines Invoicing Transactions
• Updating the Taxpayer Branch Code
• Customizing Philippines Document Printing Preferences
• Customizing PDF/HTML Templates of Philippines Documents
• Specifying the Address on Printed Forms

General Notices