To correct a Value Added Tax (VAT) discrepancy on an issued invoice in Provet, you generally need to reverse the original invoice using a credit note and then issue a new invoice with the correct VAT details.
Troubleshooting VAT Discrepancies
If you encounter incorrect VAT on an invoice, or if the VAT is wrong for one or multiple items, ensure your Cloud setup is correct. Specifically, verify that:
VAT groups are correctly configured in Settings > General > VAT Management > VAT Groups.
Items are assigned to the correct VAT group. To check an item's VAT group, go to Catalog > Items, select the edit button for the relevant item, and then navigate to the Pricing tab > Pricing Options > VAT Group.
If active, control the Client type on the Client card > Client details.
Note: VAT groups control the VAT rates available in the system. While usually set during initial setup, changes may be required, for example, when a country's tax rates for items or services change. For information on changing VAT group rates, see Change a VAT Group Rate.
Correcting VAT on an Invoice Draft
If the invoice is not finalized:
Delete/Remove the items with the incorrect VAT from the invoice.
Verify that:
Items have the correct VAT group set on the item card.
If Client types are in use, verify that the right type is added to the client card.
The VAT groups are set up correctly.
Then, make the necessary changes before adding the item back to the consultation, invoice, or counter sale.
Correcting VAT on Finalized Invoices
If the invoice is finalized, it must be credited. Before creating a new draft, identify why the VAT was incorrect. Common reasons include:
Verify that the item has the correct VAT group set on the item card.
If Client types are in use, verify that the right type is added to the client card.
Verify that the VAT groups are set up correctly.
Note: Changing VAT on items and particularly changing the VAT groups in organization settings, should be done with great care and only by authorized personnel. In many countries, VAT rates cannot be changed spontaneously and must comply with specific regulations
UK Charity Customer Type
For clinics in the UK, the UK Charity customer type allows specific VAT rules to be applied for eligible organizations, in compliance with UK tax legislation. When a client is assigned the UK Charity customer type, VAT is automatically set to 0% for dispensed medicines.
If your clinic has the customer type feature activated, please verify that the client is set to the correct type. For more information, see UK Charity Customer Type.