Add line-level VAT fields to a new invoices export
🔍 Problem Statement
As an EU finance user, I cannot prepare VAT reports from the invoices export, because it lacks VAT rate, VAT type and product code per line.
💡 User Stories
As a finance user, I want a new invoices export to show one row per invoice line with its VAT data.
As a finance user, I want credit note, refund and discount rows to reference the original invoice and its quarter, so that VAT returns correct the right period.
As a finance user, I want customer type and VAT ID on each row, so that the ZM can be derived from the same export.
🎯 Definition of Done
Add a new export for this enhancement (extension of invoices).
Given an invoice for a bundle plan, when exported, then each product and postage charge is a separate row with its own net amount, VAT amount and rate.
Given a credit note, refund or discount, when exported, then each row includes its own document number, the original invoice number and date, and the original reporting quarter.
Given a selected quarter, when the export is filtered to EU consumer lines, then it matches the OSS Individual Transactions report.
Given an invoice, when requested via [clarify endpoint, e.g. GET /invoices/:id], then the API returns the same line-level fields.
This change will impact the API and export layers, specifically the invoices export and invoice line items.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.