While MyTrucking doesn’t have a Buyer Created Tax Invoice, or Recipient Created Tax Invoice feature, there is a work around you can use with Xero to achieve this.
This works well when you have Subcontractor Rate setup in MyTrucking. Click Here to read how to set this up.
It requires a little bit of setup, but it only takes a few minutes. Please note we are setting this up for an RCTI, just change the name to BCTI where applicable.
To do this, you can either click here to view the Xero Help Article and download the amended template, OR you can go through the step below:
In Xero, go to the Organization name drop down on the top left hand side of the page.
Click on settings - Invoice Settings - New Branding Theme - Custom. docx
Name the theme RCTI - click OK
Downloading Purchase Order Template
Now you have created the branding theme, go to that branding theme in the list.
Click on the download
This will open up a file called RCTI template with the different templates to choose from.
Click on Purchase Order
We now want to edit this Purchase Order template to suit what is needed for an RCTI.
Delete invoice title and type in Recipient Created Tax Invoice. Change the font size to about 18 so this title stands out.
Delete Delivery Date, and Account Number.
Change the Purchase Order Date to 'Invoice Date'.
Change Purchase Order Number to 'Invoice Number'.
Leave Reference.
Delete Organization tax Display.
Add 'Created By' above organization name and leave the other detail there.
Add 'Sold By', above contact name, leaving all the other detail there.
Scroll down, click on the Delivery Details footer and delete delivery details.
Your Template should look like this:
10. We now want to insert your logo into the file. Click on the box above "Insert Logo Here"
11. Click on picture, browse for your company logo
12. Adjust the size using the sizing box.
13. Save the file to your computer.
14. Go back to Xero, and click on Upload
15. Click on browse under the Purchase Order, choose the file you have just saved, and click upload.
Creating a Purchase Order for the first time
Go to Business on the Menu bar - click on Purchase Orders
Click on +New Purchase Order
First thing to do is enter the Subcontractors name in Contact.
Then go over to theme and change it to RCTI
Enter the job information into the fields. You could copy and paste these from the RCTI Report you will run from MyTrucking.
For information on how to run an RCTI report in MyTrucking Click Here.
Click approve, and then email or print the RCTI to send to the Subcontractor.
Once the RCTI has been sent, you can then turn copy the Purchase Order (RCTI) to a bill.
Need more help?
Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.
