D1
Tax invoice
Per-line VAT rates, VAT summary by rate, banking details, PayShap reference and payment QR.
Documents
Paperwork that reconciles itself.
One template family, A4, built for SARS requirements — and for the client on the other end who just wants to know what to pay and by when.
D2
Pro-forma invoice
Same layout, clearly marked not a tax invoice, converts to D1 without re-keying.
D3
Credit note
Bound to its original invoice, reverses VAT correctly, reflected on the next statement.
D4
Quote
Validity period, acceptance block, and a one-click conversion to pro-forma or invoice.
D5
Statement
Ledger of the account with an ageing strip that matches your aged receivables report.
D6
Purchase order
Sent to suppliers, matched against the bill and delivery note on receipt.
D7
Delivery note
Quantities delivered against ordered, with partial-delivery status per line.
D8
Remittance advice
Tells your supplier exactly which of their invoices your payment settles.
D9
Receipt
Confirms funds received, allocated to invoices, with the account balance after.
On every tax invoice
The fields SARS expects, laid out so a person can read them — plus the payment details that get you paid sooner.
- The words "Tax Invoice" and a unique sequential number
- Your name, address and VAT registration number
- Customer name, address and VAT number where applicable
- Date of issue and payment due date
- Description, quantity and unit price per line
- VAT rate and VAT amount per line, summarised by rate
- Total excluding VAT, total VAT, and amount due in Rand
- Banking details, EFT reference and a scannable payment QR