Standard Philippines Forms and PDF/HTML Templates
The Philippines Localization SuiteApp comes with the following standard forms for system-generated format:
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Standard PHL Billing Statement
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Standard PHL Collection Receipt
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Standard PHL Credit Memo
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Standard PHL Official Receipt
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Standard PHL Sales Invoice
Custom forms should use corresponding Philippines PDF/HTML templates. To customize the forms, go to Customization > Forms > Transaction Forms.
The Philippines Localization SuiteApp also includes PDF/HTML templates and pre-printed templates. Each Philippines document type has a corresponding PDF/HTML template and pre-printed template. The PDF/HTML template is used for system-generated transactions. The pre-printed template can be used by users without Computerized Accounting System (CAS) or using loose-leaf forms. You can customize pre-printed templates.
All templates are pre-formatted to comply with tax regulations and requirements of the Bureau of Internal Revenue (BIR) for transaction documents to be used by VAT-registered payers. The templates can be found from Customization > Forms > Advanced PDF/HTML Templates.
The following table provides details of transactions types, standard Philippines forms, document types, PDF/HTML templates, and their use.
|
Type of Transaction |
Transaction Form Type |
Philippines Document Type |
Standard Philippines Form |
Template Name |
Use Template With |
|---|---|---|---|---|---|
|
Sale of Goods |
Invoice |
Sales Invoice |
Standard PHL Sales Invoice |
Standard PHL Sales Invoice PDF/HTML Template |
CAS |
|
Standard Pre-printed PHL Sales Invoice PDF/HTML Template |
Non-CAS |
||||
|
Payment |
Collection Receipt |
Standard PHL Collection Receipt |
Standard PHL Collection Receipt PDF/HTML Template |
CAS |
|
|
Standard Pre-printed PHL Collection Receipt PDF/HTML Template |
Non-CAS |
||||
|
Sale of Services |
Invoice |
Billing Statement |
Standard PHL Billing Statement |
Standard PHL Billing Statement PDF/HTML Template |
CAS |
|
Standard Pre-printed PHL Billing Statement PDF/HTML Template |
Non-CAS |
||||
|
Payment |
Official Receipt |
Standard PHL Official Receipt |
Standard PHL Official Receipt PDF/HTML Template |
CAS |
|
|
Standard Pre-printed PHL Official Receipt PDF/HTML Template |
Non-CAS |
||||
|
Sale of Goods and Services |
Credit Memo |
Credit Memo |
Standard PHL Credit Memo |
Standard PHL Credit Memo PDF/HTML Template |
CAS |
|
Standard Pre-Printed PHL Credit Memo PDF/HTML Template |
Non-CAS |