Problem
The field Allowances / Basis Amount (BT-93) and Charges / Basis amount(BT-100) is currently (version 11.30.1) read-only and is automatically populated with the invoice's total net amount.
This prevents the correct creation of document-level allowances for invoices containing multiple VAT rates.
Example
Consider an invoice with line items taxed at 7% and 19% VAT and a 10% document-level discount.
According to EN 16931 / ZUGFeRD, the allowance must be allocated proportionally across the VAT categories. As a result, separate allowance entries are required, each with its own:
- Basis Amount (BT-93)
- VAT Category Code (BT-95)
- VAT Rate (BT-96)
Currently, this is not possible because BT-93 is fixed to the total invoice amount and cannot be adjusted per allowance.
Expected Behavior
The user should be able to define the Basis Amount (BT-93) individually for each allowance/charge entry, enabling document-level discounts and charges to be correctly split across multiple VAT categories.
Additionally, BT-93 should be derivable from the selected VAT category (BT-96) and calculated either from all invoice line items or only selected line items. This would support correct and flexible allocation of document-level allowances and charges in mixed VAT invoices.
I'm not an expert, but I think this is required to create EN 16931-compliant invoices with document-level allowances on invoices that contain mixed VAT rates.
Problem
The field Allowances / Basis Amount (BT-93) and Charges / Basis amount(BT-100) is currently (version 11.30.1) read-only and is automatically populated with the invoice's total net amount.
This prevents the correct creation of document-level allowances for invoices containing multiple VAT rates.
Example
Consider an invoice with line items taxed at 7% and 19% VAT and a 10% document-level discount.
According to EN 16931 / ZUGFeRD, the allowance must be allocated proportionally across the VAT categories. As a result, separate allowance entries are required, each with its own:
Currently, this is not possible because BT-93 is fixed to the total invoice amount and cannot be adjusted per allowance.
Expected Behavior
The user should be able to define the Basis Amount (BT-93) individually for each allowance/charge entry, enabling document-level discounts and charges to be correctly split across multiple VAT categories.
Additionally, BT-93 should be derivable from the selected VAT category (BT-96) and calculated either from all invoice line items or only selected line items. This would support correct and flexible allocation of document-level allowances and charges in mixed VAT invoices.
I'm not an expert, but I think this is required to create EN 16931-compliant invoices with document-level allowances on invoices that contain mixed VAT rates.