Sage 200 Brexit - Managing invoices for orders that span the end of the Brexit transition period

NOTE: Find out more about VAT code and how to post transactions after the UK leaves the EU. GB / NI / ROI

Orders for service items 

If you receive or supply a service, you must post two separate invoices for the proportion of the service carried out before and after the end of the transition period on 31/12/20.  

Orders for product items

When posting invoices for orders which contain products, the VAT treatment you apply depends on whether the product is in transit at the time the UK exit's the EU: 

To change the tax code

1. Click Sales Order Processing, Purchase Order Processing as required. 
2. Double click the required invoice, credit, order, or return. 
3. Click the line you want to change and press Edit Item. 
4. Amend the VAT Rate. 
5. You may also want to change other defaults, for example Nominal and Department.
6. Repeat step 3 for all the lines you need amend.
7. Click Save then click Save. 

Additional Considerations for Companies in Republic of Ireland 

There are scenarios where you may need amend the Country Code for your customers\suppliers in Northern Ireland, along with the country of origin on any related stock codes (for further information click here), in these circumstances it is recommended that you close off orders that are incomplete.   

EXAMPLE: For a partially despatched sales order the following is a more ideal solution: 

• Amend the order to remove the not yet dispatched qty (it may also be necessary to un-allocate stock from the order)- this will allow the order to be invoiced and posted on or before 31/12/20. 
• A new order should be created for the remaining items, where the correct VAT treatment can be used for 01/01/2021 onward.