Print a withholdings certificate

You can save your withholdings certificates for VAT bills as PDF documents or print the certificates if you want to maintain copies for your records outside of OnBalance.

  1. In the Bills screen, click the row for the voucher for which you want to print the certificate.

    Note: You can filter bills by date, status, and category in the Bills screen.

  2. If necessary, click Payments to expand the Payments section.
  3. Click View Payment for the payment for which you want to print the certificate.
  4. Click Print.

You can download the PDF for local storage or print the invoice from the new tab that opens in your browser.

Notes

  • After you save a payment that includes withholdings, the withholdings certificate automatically opens in a new tab in your browser. You can then print the withholdings certificate or save it as a PDF file.
  • You must have Adobe Reader installed on your computer to view and print the PDFs. If you have difficulty opening a PDF, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.