Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Before VAT submission, open VAT breakdown for the date range and confirm the invoice appears in the right VAT boxes.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Client | Controls recipient, email delivery and customer history. |
|---|---|
| Due date | Controls overdue reporting and follow-up. |
| VAT treatment | Controls VAT calculation and box mapping. |
| Payment status | Shows whether the invoice is unpaid, partial or paid. |
Tips
Use these checks if the saved record does not look right.
Tip
Preview before sending. Most customer-facing errors are visible in preview.
Tip
For EU goods sales, VAT should remain zero and the VAT breakdown should show Box 8 impact.