You need to invoice without VAT. The law requires you to display the mandatory information on the PDF of your invoices.
Since Winter '23, Frisbii provides you the handling of 0% VAT:
from the Corporate name to assign all your Opportunities, Quotations, Subscriptions and Invoices,
from the line items of these objects in order to manage the VAT rate by product,
as well as the display of the mentions according to your choice on the Quotation and Invoice PDF.
Important information
Before starting the configuration, it is important to be aware of the following points:
The country of invoicing of the Corporate Name must be France to be able to display the mentions on the PDFs and access the Corporate Name options.
If you select the 0% VAT rate in your French corporate name, you can no longer add invoice line items, quotation line items, opportunity products or subscription line items with a VAT rate other than 0%.
If you already have invoices with VAT rates other than 0% on your corporate name, the invoices issued will not be impacted by the change.
On the opportunity product the VAT text field has been replaced by a picklist. If you are invoicing with VAT rates different from the usual ones, you can modify the global VAT rates list in Configuration > Global Value Sets.
All right, let's keep that in mind and learn more about the configuration of the Corporate Name.
VAT exemption from the Corporate name
Do you want to apply the 0% rate for all your opportunities, quotations, subscriptions and invoices? In this case, you will find a new selection list in your Corporate Name that will be displayed once you have selected the 0% VAT rate. You have the following values at your disposal:
Basic VAT exemption: concerns auto-entrepreneurs, micro-enterprises and associations.
Reverse charge of VAT: concerns subcontractors in the construction industry, certain services provided within the EU (medical and paramedical services, etc.).
Self-invoicing: concerns a purchaser of goods or services who issues the invoice in place of the supplier or service provider.
Important: The mandatory wording on the invoice and quotation PDFs will be displayed according to your choice.
Steps
Go to the Corporate Name tab.
Open your Corporate Name (billing country: France).
Navigate to the Accounting tab.
Select as 0% default VAT rate.
Sélectionnez l'options qui correspond à votre besoin métier.
6. Sauvegardez.
Now let's imagine that you want to apply different VAT rates depending on your products.
VAT exemption from lines / products
If you need to manage the VAT rate according to your products, you will find the new selection list VAT exemption on invoice line items, quotation line items, opportunity products or subscription line items. It is only displayed, if you select the 0% VAT rate.
Again, you have three options:
Intra-community deliveries: concerns sales of goods to a member country of the European Union, other than France.
Reverse charge of VAT: concerns subcontractors in the construction industry, certain services provided within the EU (medical and paramedical services, etc.).
Exports outside the EU: concerns exports of goods and services from France to a third country, outside the EU.
Important:
(1) The mandatory wording on the invoice and quotation PDFs will be displayed according to your choice.
(2) The VAT value and the VAT exemption value will be taken over from the original object, if you e.g. create an offer from an opportunity or generate the billing schedule from a subscription - manually or by automation.
Steps
Create or Open an opportunity, quotation, subscription or invoice.
Click on New Invoice line item with Product (not Manage Product).
Select your product.
Choose 0% for the VAT rate (%).
Select the reason that corresponds to your business need in the VAT Exemption field.
Important : The VAT exemption field is always displayed in this interface. If you select a value despite the VAT rate being different from 0% you get an error message.
Preparation of Lightning page layouts
In order to prepare the ground for Frisbii users, we recommend that you add the new VAT Exemption selection list to the Lightning pages of your
invoice lines - Frisbii_Invoice_Line_Item_LEX_PL
offer items - Frisbii_Quotation_Line_Item_LEX_PL
subscription items - Frisbii_Subscription_Line_Item_LEX_PL.
You can follow this procedure to do so.
Displaying mandatory information on PDFs
If you set up the exemption from the Corporate Name, here are the legal notices that will appear on your invoice and quotation PDFs:
Reason VAT exemption | Mention on the PDF |
Basic VAT exemption | VAT not applicable, article 293B to the CGI |
Reverse charge of VAT | Reverse charge of VAT due by the lessee, pursuant to 13° of I of Article 242 nonies A of Annex II to the CGI |
Reverse charge | Reverse charge |
You will find these mentions at the bottom of the page according to your chosen models:
If you wish to apply the VAT exemption to invoice line items, opportunity products, quotation line items or subscription line items, these are the legal notices that are displayed on your PDFs :
Reason VAT exemption | Mention on the PDF |
Intra-community deliveries | VAT not applicable, art. 262 ter-I of CGI |
Reverse charge of VAT | Reverse charge of VAT due by the lessee, pursuant to 13° of I article 242 nonies A of Annex II to the CGI |
Exports outside the EU | VAT not applicable - art. 259-1 of CGI |
Since it is possible to cumulate the three reasons on the same offer or invoice, the display is done in this way: