VAT handling

Introduction

Handling Value Added Tax (VAT) in affiliate payments is essential for accurate invoicing and compliance with tax regulations. Post Affiliate Pro offers a feature that enables you to manage VAT in affiliate payments effectively. This article will guide you on how to activate and configure Invoice Format with VAT in Post Affiliate Pro.

1. Activating VAT handling in Post Affiliate Pro

To manage VAT in affiliate payments, you can activate the Invoice Format with VAT feature in Post Affiliate Pro. To do this, navigate to Configuration > Invoice Format with VAT > Enable the "Support VAT" option.

2. Configuring VAT settings

In the Invoice Format with VAT settings, you can enable VAT support, set the VAT percentage, and specify if VAT will be deducted or added to the commission.

3. Creating a VAT invoice template

In the same settings page, you can create a template for the VAT version of the payout invoice and for the Commission list displayed within this invoice. Use predefined variables and HTML syntax to structure your invoice template. The following is an example of how an invoice template may look:

<meta http-equiv="content-type" content="text/html; charset=utf-8">
<meta name="referrer" content="no-referrer"/>
<div style="max-width: 755px;margin: 0 auto;font-family: Arial">
<div style="padding-bottom: 30px">    
    <table width="100%" border="0" cellpadding="0" cellspacing="0">
    <tr valign="middle">
        <td width="60%" valign="middle">            
            <img src="{$programLogoUrl}" height="150" alt="" style="max-width:100%;max-height:150px;width: auto;height:auto" />
        </td>
        <td width="40%" valign="middle" align="right" style="text-align:right">
            Invoice Number: <b>{$invoicenumber|escape}</b><br/>
            Invoice date: <b>{$date|date_format:$dateformat}</b><br/>
            VAT number: <b>{$vat_number|escape}</b>
        </td>
    </tr>    
    </table>
</div>        
<div style="padding:10px 0;border-bottom:1px solid #000000">
    <div style="margin-bottom:20px">
        <table width="100%" border="0" cellpadding="0" cellspacing="0">
            <tr>
                <td width="30%" valign="top">
                    <b>Affiliate Details:</b>
                </td>
                <td width="70%" valign="top">
<b>{$firstname|escape} {$lastname|escape} ({$username|escape})</b><br/>
                    {$data2|escape}{*##Company name##*}<br/>
                    {$data3|escape}{*##Street##*}<br/>
                    {$data7|escape}{*##Zipcode##*} {$data4|escape}{*##City##*}<br/>
                    {$data5|escape}{*##State##*} {$data6|escape}{*##Country##*}
                </td>
            </tr>        
        </table>
    </div>
    <div>
        Payment Details:<br/><br/>
        {$commissionsList->list}
    </div>
</div>
<div style="padding: 10px 0;border-bottom:1px solid #000000">
    <table width="100%" border="0" cellpadding="0" cellspacing="0">
        <tr>
            <td width="30%" valign="middle" align="left">
                Payout method:
            </td>
            <td width="30%" valign="middle">    
                {$payoutmethod}
            </td>
            <td width="40%" valign="middle" align="right" style="font-size: 16px;border-left: 1px solid #000000">                
                <span style="font-size: 130%">Amount: <b>{$payment|currency_span}</b></span><br/>
                VAT ({$vat_percentage}%): <b>{$payment_vat_part|currency_span}</b><br>
                Amount incl. VAT: <b>{$payment_incl_vat|currency_span}</b><br>
                Amount excl. VAT: <b>{$payment_excl_vat|currency_span}</b>
            </td>
        </tr>
    </table>
</div>
<div style="padding:10px 0">
    <b>Note:</b><br/>
    {$affiliate_note|escape}
</div>
</div>

<table cellpadding="5" cellspacing="0" width="100%" border="0">
    <tr style="font-weight: bold">
        <th width="16%" align="center" style="border-right:1px solid #000;padding:0 5px 10px 0">##Commission##</th>
        <th width="13%" align="center" style="border-right:1px solid #000;padding:0 5px 10px">##Total cost##</th>
        <th width="12%" align="center" style="border-right:1px solid #000;padding:0 5px 10px">##Order ID##</th>
        <th width="12%" align="center" style="border-right:1px solid #000;padding:0 5px 10px">##Product ID##</th>
        <th width="14%" align="center" style="border-right:1px solid #000;padding:0 5px 10px">##Created##</th>
        <th width="20%" align="center" style="border-right:1px solid #000;padding:0 5px 10px">##Campaign name##</th>
        <th width="13%" align="center" style="padding:0 0 10px 10px">##Type##</th>
    </tr>
    {foreach from=$sales item=sale}
        <tr>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px 5px 5px 0">{$sale->get("commission")|currency}</td>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px">{$sale->get("totalcost")|currency}</td>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px">{$sale->get("orderid")|escape}</td>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px">{$sale->get("productid")|escape}</td>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px">{$sale->get("dateinserted")|date}</td>
            <td style="border-right:1px solid #000;border-top:1px solid #000;padding:5px">{$sale->get("name")|escape}</td>
            <td style="border-top:1px solid #000;padding:5px 0 5px 5px">{$sale->get("rtype")|escape}</td>
        </tr>
    {/foreach}
</table>

Please note that the preview of the invoice template will only be available for affiliates who have VAT activated in their profile. The preview will not display the actual payment amount for the current affiliate; instead, it will use a sample amount of 100.

Wysiwyg vs HTML editor

The WYSIWYG editor (What You See Is What You Get) gives you the ability to enter and format your content while viewing it in real time. By using the implemented WYSIWYG editor, you can easily edit and style the content of your HTML banner without having any coding experience. This editor enables you to format and stylize text by bolding out or italicizing words, creating numbered lists, adding images, pasting tables, or embedding links.

The primary advantage of the HTML editor (manual coding) is that the user has complete control over the design of his HTML banner. However, the primary disadvantage of manual coding is that the designer must save the banner and load it in a web browser or preview it to see any changes. Many HTML designers keep the text editor and a web browser open at all times to reduce the time required to save and view the altered documents.

You can easily toggle between Wysiwyg and HTML editor using the given buttons.

4. Applying VAT invoicing for an affiliate

To apply VAT invoicing for a specific affiliate, use the Affiliate Manager to edit the affiliate's profile. In the Payouts tab, you will find the Invoicing options.

5. Affiliate access to VAT invoices

Affiliates can access and generate VAT invoices in their affiliate panel by navigating to Reports > Payouts to me.

Example of a generated invoice using the template code above:

Conclusion

Managing Invoice Format with VAT in Post Affiliate Pro is simple and effective. By following the steps outlined in this article, you can ensure accurate invoicing and compliance with tax regulations. Empower your affiliates by providing them with accessible and transparent VAT invoices in their affiliate panel.