![]() The onboarding process consists of two steps: The legal entity must have the access to the Saudi Arabian Taxation Portal (ERAD).The legal entity must be registered as a taxpayer in Saudi Arabia and must have a valid value-added tax (VAT) registration number.This article explains how to onboard taxpayers and their electronic invoicing software with Saudi Arabian tax authorities. CSIDs are required for integration with the electronic invoicing portal that is managed by the Saudi Arabian tax authority (ZATCA) and for further submission of electronic invoices. As a result of the onboarding process, taxpayers obtain Cryptographic Stamp Identifiers (CSIDs). Reach out to us and let’s discuss how we can help you get more from your professional services automation platform.Onboarding is mandatory for all taxpayers who are subject to electronic invoicing in Saudi Arabia. Interested in learning more about our recurring variable invoice script? Or do you have a need for a custom script for your OpenAir implementation? Chances are, we’ve come across the same or a similar challenge in the dozens of clients we’ve worked with. As mentioned, adding a script helps keep your invoices accurate and consistent without adding additional work to the team members involved in creating or approving invoices. We’ve already helped a handful of clients with recurring variable invoice charges. Automate Your Recurring Variable Invoice Charges More commonly, we see clients decide to add the variable amount when the invoice is submitted for approval. We’ve had some clients choose to add the variable discount or fee when the invoice is created. The charge can be added at nearly any stage of the invoicing process. If you’re applying a fee instead of a discount, those changes would be managed the same way. For example, if you choose to change the discount from 10% to 5%, that can be easily accomplished with the OpenAir form. There is no need to touch the script once it’s set up. The benefit of this is that you can alter it yourself if the amount should change. The variable billing amount – such as a discount or fee – is added based on a form. Having an OpenAir script that handles these use cases ensures consistency and accuracy. How the Recurring Variable Invoice Charge Script Works With a script, you’ll never forget to add the discount (or fee), and it will never be the wrong amount. Or, you could end up looking at revenue reports and trying to figure out why the number is smaller than it should be.Įven if you only have a few clients, automating a task like this ensures no issues or mistakes. In either case, you could have a customer satisfaction issue with which to deal. The wrong amount might be discounted, or it might be forgotten altogether. However, if you’re offering a discount to more than a few customers, this can be a time-consuming and error-prone process. If you only have one client that this applies to, that might not seem like a big deal. Instead, before the invoice is approved, someone would need to go in and add the discount. But if that discount is a percentage of the total invoice, and that invoice varies, there isn’t an out-of-the-box, automated way to handle this. If you’ve offered your customer a flat rate discount off of each invoice, OpenAir handles that beautifully. Since the discount is more common, we’ll use that as an example, but keep in mind that this applies to adding a fee just as easily as reducing an invoice amount. We’ve seen this challenge in a few different circumstances, and we’ve seen use cases that range from the addition of an administrative fee to the more common application of a discount. The Challenge with Recurring Variable Invoice Charges in OpenAir Top Step has helped other companies automate their variable recurring charges, and it seems to be a growing need. If this describes your situation, you’re not alone. What if it’s not, though? What if a charge – or a discount – is based on the invoice amount? Depending on the volume of invoices, this can be a time-consuming process prone to mistakes. You can even add a regular recurring charge – if that charge is always the same. It can handle regular, static billing amounts as well as calculated ones, different billing rates, and so on. It was designed to streamline the invoicing process and accommodate any number of approval workflows. One of the many strengths of NetSuite’s OpenAir is its invoicing capabilities.
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