Beginner3 min read
Prepare Your Billing and Tax Setup
A checklist to discuss billing configuration with your accountant and the PharmNex team.
A checklist to discuss billing configuration with your accountant and the PharmNex team. This is a preparation checklist, not a screen-by-screen product manual. Confirm available features and exact steps in your current setup.
1
Gather the business details
Have your accountant confirm the tax and business details that apply to your pharmacy. This guide does not prescribe tax rates or establish product compliance.
- 1Prepare the business name, address and applicable tax registration details.
- 2Confirm item classifications and tax treatment with your accountant.
- 3Identify the invoice details your business needs.
2
Review a sample bill
Use a sample transaction to discuss the billing workflow before live use.
- 1Ask the team to demonstrate the available billing configuration.
- 2Review quantities, prices, discounts and tax calculations with your accountant.
- 3Confirm the receipt format and printer setup you need.
3
Confirm reporting requirements
Do not assume a particular export format or direct filing integration is included.
- 1List the records your accountant needs.
- 2Ask which reports or exports are available in your setup.
- 3Agree how the records will be reviewed before filing.
Need hands-on help?
Our onboarding team is available to walk you through any part of PharmNex live.