Deductible Service Fee Invoice Document Formats

Description

A new document format type called Deductible Service Fee Invoice is now available in Maintenance > Document Formats to allow creation of document templates for invoicing of deductible service fees.

Deductible service fees are fees that an independent contractor is charged for the provision of services, such as insurance, and are deducted automatically from the contractor's earnings.

A Deductible Service Fee Invoice format can be included in a pay document format group so that if a payee has had service fees deducted from their earnings in a pay batch, a Deductible Service Fee Invoice will be generated automatically and can be delivered to the payee along with their payslip or Recipient Created Tax Invoice.

A Deductible Service Fee Invoice will only be generated along with a payee's payslip if a Deductible Service Fee Invoice format is included in the document format group that applies to the payee and the payee has had at least one deductible service fee deduction deducted from their earnings in the corresponding pay batch.

Benefits

This enhancement facilitates invoicing of service or administration fees that are deducted from the earnings of independent contractors for the provisioning of services by the agency to the contractors.

Configuration

A Deductible Service Fee Invoice format can be created in Maintenance > Document Formats by selecting a document type of Supplementary Document and a Format Type of Deductible Service Fee Invoice in the document settings, as shown below. An example of the document that is generated using the default format is shown in the next example below. Each of the format components that are highlighted in the example above are described in the table below.

An example of the document that is generated using the default format is shown in the next example below.

Each of the format components that are highlighted in the example above are described in the table below.

Component	Description
Heading	Displays a text label that acts as the heading on the document. By default, the heading label is set to Tax Invoice.
Logo	Displays the logo of the pay company that is issuing the document. Note: when a new format is created, a logo must be selected and added manually.
Supplier Details	Displays the company details of the independent contractor to whom the invoice is being issued. By default, the following details are displayed: company name company corporate identity number company address.
Pay Company Details	Displays the details of the pay company that is issuing the document. By default, the following details are displayed: pay company trading name pay company corporate identity number pay company address pay company phone number pay company email address.
Document Header Details	Displays document details. By default, the following details are displayed: pay batch number to which the document corresponds office code of the agency office to which the enquiries about the document should be referred date on which the document is generated page number.
Payslip Details	Displays the details of the payslip to which the document corresponds. By default, the following details are displayed: payee number of the independent contractor payee name of the independent contractor pay period end date of the payslip period payment date of the corresponding pay batch from which the payslip and the invoice was generated.
Deductible Service Fee Details	Displays details of each service fee deduction that has been taken from the payee’s earnings in the pay batch to which the document corresponds. By default, the following detail are displayed: name of the deduction the deduction quantity the deduction rate the total amount deducted. Note that only deductions that are flagged as a Deductible Service Fee will be itemised within this document component (for more information, see Deductible Service Fee Deductions).
Totals	Displays invoice sub-total, tax (GST) total and invoice total.