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【小远说税】—蓝字发票开具 (APP版)

2024-12-09 11:30  


一、蓝字发票开具

(一)立即开票

1.功能概述

当纳税人发生销售行为,需要开具蓝字数电票时,通过该模块可以开具发票。

功能路径

【办&查】-【发票使用】-【蓝字发票开具】-【立即开票】

操作步骤

前置条件:无。

操作流程:登陆后,功能菜单依次选择【办&查】-【发票使用】-【蓝字发票开具】-【立即开票】功能菜单进入蓝字发票开具页面;也可以通过首页自定义区【蓝字发票开具】模块或者通过搜索栏输入关键字查找。

发票使用

  1. 选择需要开具的发票类型。

  1. 进入开票页面,根据实际需要填写发票信息(购买方信息、销售方信息、开票信息、备注信息、经办人信息)。

立即开票专票1 立即开票专票2

  1. 购买方信息可直接在输入框后填写,可点击【】唤醒摄像头扫描购方二维码,可点击【】选择已维护的客户信息或通过销方基础信息二维码添加的客户信息。

立即开票普票1

  1. 开票信息需点击【添加项目明细】,在跳转后的页面中,输入项目名称,选择已维护的项目信息或系统返回的推荐选项,也可点击【自行选择商品编码】,自行录入商编信息。

  1. 备注信息可点击【展开】在备注框中填写内容,或者展开后选择选择场景模板,在带出的附加信息中填写内容;若场景模板中的附加内容还未满足需求,可点击【添加附加内容】,选择已维护的附加信息,也可以手工添加附加信息。

  1. 发票信息填写完成后,点击【预览】,可预览正式票样的发票内容,点击【横屏查看】,可以切换为横屏模式;点击【发票开具】,跳转“确认开具”页面。

  1. 纳税人检查填写的发票信息,若发现填写信息有误,点击【返回修改】,可回到上一页面修改发票信息;若确认发票信息正确,点击【确认开具】,系统将对发票填写规范、业务逻辑进行校验:校验通过,系统自动进行发票赋码,加盖电子印章并生成电子发票,显示开票成功提示。

  1. 开票成功后,纳税人可通过以下多种方式将发票交付给购买方:

⑴点击【查看发票】,可在线查看发票PDF文件。

⑵点击【邮箱交付】,在弹出页面选择文件格式和输入邮箱地址,点击【确定】进行交付。

⑶点击【二维码交付】,在弹出页面将二维码展示给购买方,由购买方扫描二维码获取发票。

⑷点击【下载PDF】,【下载OFD】,【下载XML】,将发票文件下载到手机,再通过其他方式交付给购买方。

4.注意事项

  1. 移动端暂不支持开具特定业务发票。

  2. 增值税专用发票不允许开具免税、不征税、零税率的发票。

(二)扫码开票

1.功能概述

纳税人在蓝字发票开具首页点击【扫码开票】功能,跳转“基础信息二维码”和“交易信息二维码”tab页。

“基础信息二维码”页面纳税人可展示二维码供购买方扫描填写发票抬头信息,以便纳税人快捷引用购买方信息进行发票开具。“交易信息二维码”页面分为两个小功能“填写并展示二维码”和“备注信息维护”,纳税人可点击“填写并展示二维码”进入发票填写页面编辑除购买方信息外的发票信息,以便购买方纳税人拿到小票后直接扫码填写开具发票。此外纳税人可通过点击“备注信息维护”将常用的备注信息维护在小票备注中。

2.功能路径

【办&查】-【发票使用】-【蓝字发票开具】-【扫码开票】

3.操作步骤

  1. 前置条件:无。

  2. 操作流程:登陆后,功能菜单依次选择【办&查】-【发票使用】-【蓝字发票开具】-【扫码开票】功能菜单进入扫码开票页面;也可以通过首页自定义区【蓝字发票开具】模块或者通过搜索栏输入关键字查找。

发票使用

  1. 进入扫码开票功能,默认展示【基础信息二维码】界面,在“基础信息二维码”页签点击提示语中的【基础信息二维码】,弹出查看二维码页面。纳税人可下载二维码并提供给购买方扫描填写发票抬头信息,购买方保存提交后,信息将同步显示在主页面的列表中,纳税人可选择购买方信息进行发票开具。

  1. 点击【交易信息二维码】切换到交易信息二维码界面。纳税人可点击【填写并展示二维码】,选择发票类型后,进入发票填写页面编辑除购买方信息外的发票信息。

  1. 填写完成后,点击【生成二维码】按钮,生成交易信息二维码,以便购买方纳税人拿到小票后直接扫码填写开具发票;点击【下载】,将交易信息二维码保存到手机;点击【发送】,在弹出页面输入邮箱地址,点击【发送】将交易信息二维码发送到填写的邮箱。

  1. 点击【备注信息维护】,将常用的备注信息维护在小票备注中。

交易信息二维码

4.注意事项

  1. 通过基础信息二维码添加的抬头信息有效期为48小时。

  2. 交易信息二维码有效期为24小时。

(三)复制开票

1.功能概述

纳税人通过【蓝字发票开具】的【复制开票】功能,进入到该功能界面,查询近24小时或全量发票进行复制开具。

2.功能路径

【办&查】-【发票使用】-【蓝字发票开具】-【复制开票】

3.操作步骤

  1. 前置条件:查询类型限定于“开具发票”,发票来源限定为“电子发票服务平台”。

  2. 操作流程:登陆后,功能菜单依次选择【办&查】-【发票使用】-【蓝字发票开具】-【复制开票】功能菜单进入复制开票页面;也可以通过首页自定义区【蓝字发票开具】模块或者通过搜索栏输入关键字查找。

发票使用

  1. 输入查询条件,点击【查询】按钮查询数据。

  1. 点击需要复制的发票,跳转详情页面后,点击【复制开票】,将原发票的票面信息带入到开具界面,允许编辑,点击【发票开具】按钮再次开具。

4.注意事项

移动端仅支持复制无特定业务标签的数电票(增值税专用发票)、数电票(普通发票)。

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