Last updated: 25.11.2022

Applies from: 2020.05.00 and later

How Opter chooses the VAT rate for customer invoices

The VAT rate on an invoice is chosen based on the order in the list below. If the setting is [Default] or [None] for an option, Opter moves to on the next option in the list. If a VAT rate has been entered manually on the order then that rate is used, otherwise Opter continues to search in accordance with the order of priority, with the last option being to take the VAT rate from the office settings, where it must always be defined.

1. The choice in the VAT column for the price item in order reception.
2. The choice in the VAT rate drop-down list under Price on the order.
3. Construction VAT if the Construction company checkbox is selected on the Invoice information tab in the customer registry and:

   • the Construction Service checkbox is selected on the Orders and pricing tab for the service used on the order

     or

   • the Construction service checkbox is selected on the General tab for the price items used on the order.

4. If the Transport company checkbox on the Invoice information tab in the customer registry is not selected:

   1. The choice in the VAT rate drop-down list for the sending terminal (terminal registry).
   2. The choice in the VAT rate drop-down list for the receiving terminal (terminal registry).
   3. The choice in the VAT rate drop-down list for the country listed in the sender address (country registry).
   4. The choice in the VAT rate drop-down list for the country listed in the receiver address (country registry).
5. The choice in the VAT rate drop-down list on the Pricing tab in the customer registry.
6. One of the following options depending on whether the order has at least one service price item (a), no items (b), no service price item but optional or additional price items (a on the price items, b on the price calculation of the order):
   1. The choice in the VAT rate drop-down list on the General tab for the price item.
   2. The selection in the VAT rate drop-down list in the Change calculation for the price list window (Economy > Price lists > Price lists > expand Price lists > expand a price list > expand Price collections > select a pricing > Price calculations tab > Advanced).
7. The choice in the VAT rate drop-down list on the Pricing tab in the office settings.

Example:

If Opter should use a specific VAT rate that has been set for the customer, this will not work if 25% VAT has been set for the country Sweden, for example, because the country registry has priority over the customer registry.

Overriding VAT from the terminal and country registries

For example, if you have customers that are transport companies and are adding VAT to invoices even if the transport operations go to other countries, it is possible to override the VAT settings for terminals and countries. This can be done as follows:

1. Click on Register > Customers.
2. Go to the Invoice information tab and select theTransport company checkbox.

Point 4 in the priority list above is skipped.

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