CN111178029B - General invoice template setting method and system - Google Patents
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Abstract
The application discloses a method and a system for setting a general invoice template, wherein the method comprises the following steps: receiving invoice sample making requirements; retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library; if no existing invoice template meeting the requirement exists, generating a new invoice template according to a preset rule and the invoice sample manufacturing requirement; generating an invoice sample according to the new invoice template issue; the method and the system call a pre-established invoice template according to the invoice sample making requirement, obtain the invoice template meeting the requirement through modification, or establish a new invoice template according to the invoice sample making requirement, and obtain the invoice sample through template release; the method and the system can simplify the issuing flow of the invoice samples, improve the multiplexing rate and save the development resources for manufacturing the invoice samples during development of tax control products.
Description
Technical Field
The application relates to the technical field of tax control, in particular to a general invoice template setting method and system.
Background
The invoice refers to business certificates which are issued and collected by all units and individuals in the process of purchasing and selling goods, providing or receiving services and engaging in other business activities, and is an original basis for accounting and an important basis for law enforcement inspection of audit institutions and tax institutions. Invoice samples are generally subject to unified requirements by tax authorities.
Based on urgent demands of globalization development on tax informatization and demands of tax optimization invoice iterative update of various countries, future tax control related enterprises are faced with tax control problems based on various invoice samples, and the process of manufacturing corresponding invoice samples or developing new invoice samples is an essential step in the process of developing tax control products to solve the tax control problems, and repeatedly manufacturing invoice samples when each time is needed wastes development resources.
Disclosure of Invention
In order to solve the problem that development resources are wasted by repeatedly manufacturing invoice samples during development of tax control products in the background technology, the application provides a general invoice template setting method and a general invoice template setting system, wherein the method and the system acquire invoice templates meeting requirements by calling pre-established invoice templates, acquire invoice samples by modifying and issue the invoice templates, and the general invoice template setting method comprises the following steps:
receiving invoice sample making requirements;
retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
if no existing invoice template meeting the requirement exists, generating a new invoice template according to a preset rule and the invoice sample manufacturing requirement;
and issuing and generating an invoice sample according to the new invoice template.
Further, the invoice sample making requirements include standard requirements and adjustable requirements;
and if the invoice templates meeting the standard requirements exist in the retrieval invoice template library, adjusting the invoice templates meeting the standard requirements according to the adjustable requirements to obtain the invoice templates meeting the invoice ticket making requirements.
Further, collecting invoice ticket making requirements of a user through a standard list;
each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
and comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library, and confirming whether an invoice template meeting the invoice sample making requirement exists.
Further, the generating a new invoice template according to the preset rule and the invoice sample making requirement includes:
determining the title of an invoice template and the type of the invoice according to the invoice sample making requirement;
acquiring invoice head information and invoice tail information in the invoice sample making requirement, and setting the invoice head information and the invoice tail information in a new invoice template in a rich text box mode;
obtaining seller information items and buyer information items in the invoice sample making requirement, and setting a buyer information column and a buyer room information column at preset positions;
acquiring invoice basic information in the invoice sample making requirement, and setting each invoice basic information at a respective preset position;
acquiring commodity service information and tax information in the invoice sample making requirement, and setting the commodity service information and tax information at a preset position;
the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, after generating an invoice sample according to the new invoice template issue, the method further comprises:
and storing the new invoice template in an invoice template library.
Further, the issuing and generating the invoice sample according to the new invoice template further includes:
selecting an invoicing path according to invoice sample making requirements, and setting industry and/or tax payer type restrictions;
and determining the effective start and stop date of the invoice according to the invoice manufacturing requirement.
The general invoice template setting system comprises:
the demand input unit is used for receiving invoice ticket making demands;
the template retrieval unit is used for retrieving whether an invoice template meeting the invoice sample manufacturing requirement exists in an invoice template library;
the invoice template generation unit is used for generating a new invoice template according to preset rules and the invoice sample manufacturing requirements;
and the invoice issuing unit is used for issuing and generating an invoice according to the new invoice template.
Further, the invoice sample making requirements include standard requirements and adjustable requirements;
and if the invoice templates meeting the standard requirements exist in the invoice template library, the template retrieval unit adjusts the invoice templates meeting the standard requirements according to the adjustable requirements to obtain invoice templates meeting the invoice sample making requirements.
Further, the requirement input unit is used for collecting invoice ticket making requirements of the user through a standard list;
each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
and the template retrieval unit confirms whether an invoice template meeting the invoice sample making requirement exists or not by comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library.
Further, the invoice template generating unit determines the title and the invoice type of the invoice template according to the invoice sample making requirement;
the invoice template generating unit obtains invoice head information and invoice tail information in the invoice sample making requirement, and sets the invoice head information and the invoice tail information in a new invoice template in a rich text box mode;
the invoice template generating unit obtains seller information items and buyer information items in the invoice sample making requirement, and a buyer information column are arranged at preset positions;
the invoice template generating unit obtains invoice basic information in the invoice sample making requirement, and sets each invoice basic information at a respective preset position;
the invoice template generating unit obtains commodity service information and tax information in the invoice sample making requirement, and the commodity service information and the tax information are set at preset positions;
the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, the invoice template generating unit is used for storing the new invoice template in an invoice template library.
Further, the invoice issuing unit is used for selecting an invoicing path according to the invoice making requirement and setting the type limit of the industry and/or tax payer;
and the invoice ticket issuing unit is used for determining the effective starting and ending date of the invoice ticket according to the invoice ticket manufacturing requirement.
The beneficial effects of the application are as follows: according to the technical scheme, the method and the system for setting the universal invoice template are provided, the method and the system call the pre-established invoice template according to the invoice sample making requirement, the invoice template meeting the requirement is obtained through modification, or a new invoice template is established according to the invoice sample making requirement, and the invoice sample is obtained through template release; the method and the system can simplify the issuing flow of the invoice samples, improve the multiplexing rate and save the development resources for manufacturing the invoice samples during development of tax control products.
Drawings
Exemplary embodiments of the present application may be more completely understood in consideration of the following drawings:
FIG. 1 is a flow chart of a method for setting a generic invoice template according to an embodiment of the application;
FIG. 2 is a block diagram of a generic invoice template arrangement system in accordance with an embodiment of the present application.
Detailed Description
The exemplary embodiments of the present application will now be described with reference to the accompanying drawings, however, the present application may be embodied in many different forms and is not limited to the examples described herein, which are provided to fully and completely disclose the present application and fully convey the scope of the application to those skilled in the art. The terminology used in the exemplary embodiments illustrated in the accompanying drawings is not intended to be limiting of the application. In the drawings, like elements/components are referred to by like reference numerals.
Unless otherwise indicated, terms (including technical and scientific terms) used herein have the same meaning as commonly understood by one of ordinary skill in the art. In addition, it will be understood that terms defined in commonly used dictionaries should be interpreted as having a meaning that is consistent with their meaning in the context of the relevant art and will not be interpreted in an idealized or overly formal sense.
FIG. 1 is a flow chart of a method for setting a generic invoice template according to an embodiment of the application; as shown in fig. 1, the method includes:
step 110, receiving invoice sample making requirements;
in this embodiment, the invoice sample making requirement includes a plurality of items, such as invoice header text, seller information items (such as tax payer identification number, tax payer name, contact phone, mailbox, etc.), invoice basic information items (such as invoice type, invoice number, anti-counterfeiting code, equipment number, billing date, operator, currency, payment mode, etc.), buyer information items, commodity and service items (such as commodity name, unit price, metering unit, quantity, amount, tax rate, etc.), tax information items (such as tax type, tax rate, tax category, tax amount, etc.), invoice tail text, etc.;
searching for invoice production requirements will specify the required major and minor categories of items among the plurality of items exemplified above, which items need to be presented on the invoice.
Specifically, the invoice sample making requirements of the user can be collected through a standard list; the requirements are obtained, for example, by a standard format table in the EXCEL table;
further, the invoice sample making requirements include standard requirements and adjustable requirements;
the standard requirement is that the retrieved existing invoice template is required to be completely in accordance with the standard requirement, and the adjustable requirement is that even if the existing invoice template is not in accordance with the standard requirement, the existing invoice template can be modified by simple adjustment to be consistent with the adjustable requirement.
Step 120, searching whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
in this embodiment, the searching is performed to search whether there is a match in the invoice template library according to the invoice sample making requirement. Specifically, each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
and comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library, and confirming whether an invoice template meeting the invoice sample making requirement exists.
In addition, for newly proposed invoice sample production requirements, there will typically not be exactly the same templates, but there may be templates that meet the standard requirements therein;
and if the invoice templates meeting the standard requirements exist in the retrieval invoice template library, adjusting the invoice templates meeting the standard requirements according to the adjustable requirements to obtain the invoice templates meeting the invoice ticket making requirements.
The adjustment based on the adjustable demand is similar to the step of generating the new invoice template in step 130, and the enqueue adjustable demand component is adjusted according to the method thereof, as described in detail below.
Step 130, if no existing invoice template meeting the requirement exists, generating a new invoice template according to a preset rule and the invoice sample making requirement;
specifically, the preset rule for generating the new invoice template is as follows:
step 131, determining the title and the invoice type of the invoice template according to the invoice sample making requirement;
the invoice type can be a roll ticket or an electronic ticket, and is determined according to the requirement;
step 132, obtaining invoice head information and invoice tail information in the invoice sample making requirement, and setting the invoice head information and the invoice tail information in a new invoice template in a rich text box mode;
the rich text box mode is provided with a plurality of initial preset patterns, the selection is carried out according to the requirements in the requirements, and if the requirements on the patterns are not met in the requirements, the preset default patterns are used by default; the style supports demand entry in the form of pictures and invoice header text.
Step 133, obtaining seller information items and buyer information items in the invoice sample making requirement, and setting a buyer information column and a buyer room information column at preset positions;
the seller and buyer project information includes but is not limited to tax payer identification number, tax payer name, contact phone, mailbox, address and other information; the seller information and the buyer information are equally divided into a label part and a value part according to the requirement of the requirement, wherein the label part is the text label on the current invoice sample of a system required in the requirement, and the value part is the reservation for actually filling in when the invoice is used later.
Step 134, obtaining invoice basic information in the invoice sample making requirement, and setting each invoice basic information at a respective preset position;
items of invoice basic information include, but are not limited to: invoice type, invoice number, anti-counterfeiting code, equipment number, invoicing date, operator, currency, payment mode and the like. And selecting the items according to the requirements of the requirements.
Step 135, obtaining commodity service information and tax information in the invoice sample making requirement, and setting the commodity service information and tax information at a preset position;
items of goods and services include, but are not limited to, goods name, unit price, unit of measure, quantity, amount, tax rate, tax, etc.; the tax information items include, but are not limited to, tax categories, tax types, tax rates, tax amounts, tax-containing aggregate amounts, and no tax-containing aggregate amounts. And selecting the items and the arrangement sequence according to the requirements of the requirements.
The preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement in steps 131 to 135.
After a new invoice template is generated, the new invoice template is stored in an invoice template library for subsequent retrieval.
And 140, issuing and generating invoice samples according to the new invoice templates.
Further, for the issuing process, the billing way can be selected according to the invoice sample making requirement, and the type restrictions of industries and/or tax payers are set;
and determining the effective start and stop date of the invoice according to the invoice manufacturing requirement.
FIG. 2 is a block diagram of a generic invoice template setting system in accordance with an embodiment of the application, as illustrated in FIG. 2, which includes:
a demand entry unit 210, where the demand entry unit 210 is configured to receive an invoice sample making demand;
a template retrieval unit 220, wherein the template retrieval unit 220 is used for retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
further, the invoice sample making requirements include standard requirements and adjustable requirements;
if the template searching unit 220 searches the invoice templates meeting the standard requirement in the invoice template library, the invoice templates meeting the standard requirement are adjusted according to the adjustable requirement, and the invoice templates meeting the invoice ticket manufacturing requirement are obtained.
Further, the requirement input unit 210 is configured to collect invoice ticket making requirements of the user through a standard list;
each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
the template retrieval unit 220 determines whether there is an invoice template satisfying the invoice sample making requirement by comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library.
An invoice template generating unit 230, wherein the invoice template generating unit 230 is configured to generate a new invoice template according to a preset rule and the invoice sample making requirement;
further, the invoice template generating unit 230 determines the title of the invoice template and the invoice type according to the invoice sample making requirement;
the invoice template generating unit 230 obtains invoice header information and invoice tail information in the invoice sample making requirement, and sets the invoice header information and the invoice tail information in a new invoice template in a rich text box mode;
the invoice template generating unit 230 obtains the seller information item and the buyer information item in the invoice sample making requirement, and sets a buyer information bar and a buyer information bar at preset positions;
the invoice template generating unit 230 obtains invoice basic information in the invoice sample making requirement, and sets each of the invoice basic information at a respective preset position;
the invoice template generating unit 230 obtains commodity service information and tax information in the invoice sample making requirement, and sets the commodity service information and tax information at a preset position;
the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, the invoice template generation unit 230 is configured to store the new invoice template in an invoice template library.
And the invoice ticket issuing unit 240 is used for issuing and generating invoice tickets according to the new invoice template.
Further, the invoice issuing unit 240 is configured to select an invoicing path according to invoice making requirements, and set industry and/or tax payer type restrictions;
the invoice ticket issuing unit 240 is configured to determine an effective date of starting and ending of the invoice ticket according to invoice ticket manufacturing requirements.
In the description provided herein, numerous specific details are set forth. However, it is understood that embodiments of the disclosure may be practiced without these specific details. In some instances, well-known methods, structures and techniques have not been shown in detail in order not to obscure an understanding of this description.
Those skilled in the art will appreciate that the modules in the apparatus of the embodiments may be adaptively changed and disposed in one or more apparatuses different from the embodiments. The modules or units or components of the embodiments may be combined into one module or unit or component and, furthermore, they may be divided into a plurality of sub-modules or sub-units or sub-components. Any combination of all features disclosed in this specification (including any accompanying claims, abstract and drawings), and all of the processes or units of any method or apparatus so disclosed, may be used in combination, except insofar as at least some of such features and/or processes or units are mutually exclusive. Each feature disclosed in this specification (including any accompanying claims, abstract and drawings), may be replaced by alternative features serving the same, equivalent or similar purpose, unless expressly stated otherwise. Reference to step numbers in this specification is used solely to distinguish between steps and is not intended to limit the time or logical relationship between steps, including the various possible conditions unless the context clearly indicates otherwise.
Furthermore, those skilled in the art will appreciate that while some embodiments described herein include some features but not others included in other embodiments, combinations of features of different embodiments are meant to be within the scope of the disclosure and form different embodiments. For example, any of the embodiments claimed in the claims may be used in any combination.
Various component embodiments of the present disclosure may be implemented in hardware, or in software modules running on one or more processors, or in a combination thereof. The present disclosure may also be implemented as an apparatus or system program (e.g., a computer program and a computer program product) for performing a portion or all of the methods described herein. Such a program embodying the present disclosure may be stored on a computer readable medium, or may have the form of one or more signals. Such signals may be downloaded from an internet website, provided on a carrier signal, or provided in any other form.
It should be noted that the above-mentioned embodiments illustrate rather than limit the disclosure, and that those skilled in the art will be able to design alternative embodiments without departing from the scope of the appended claims. The word "comprising" does not exclude the presence of elements or steps not listed in a claim. The word "a" or "an" preceding an element does not exclude the presence of a plurality of such elements. The disclosure may be implemented by means of hardware comprising several distinct elements, and by means of a suitably programmed computer. In the unit claims enumerating several means, several of these means may be embodied by one and the same item of hardware.
The foregoing is merely a specific embodiment of the disclosure, and it should be noted that it will be apparent to those skilled in the art that various improvements, modifications, and variations can be made without departing from the spirit of the disclosure, and such improvements, modifications, and variations are considered to be within the scope of the application.
Claims (8)
1. A method for setting a generic invoice template, the method comprising:
receiving invoice sample making requirements; the invoice sample making requirements comprise standard requirements and adjustable requirements;
retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
if the invoice templates meeting the standard requirements exist in the retrieval invoice template library, adjusting the invoice templates meeting the standard requirements according to the adjustable requirements to obtain invoice templates meeting the invoice ticket making requirements;
if no existing invoice template meeting the requirement exists, generating a new invoice template according to a preset rule and the invoice sample making requirement, including:
determining the title of an invoice template and the type of the invoice according to the invoice sample making requirement;
acquiring invoice head information and invoice tail information in the invoice sample making requirement, and setting the invoice head information and the invoice tail information in a new invoice template in a rich text box mode;
obtaining seller information items and buyer information items in the invoice sample making requirement, and setting a buyer information column and a buyer room information column at preset positions;
acquiring invoice basic information in the invoice sample making requirement, and setting each invoice basic information at a respective preset position;
acquiring commodity service information and tax information in the invoice sample making requirement, and setting the commodity service information and tax information at a preset position;
the preset position is obtained by adjusting an initial preset position according to the invoice sample making requirement;
and issuing and generating an invoice sample according to the new invoice template.
2. The method according to claim 1, characterized in that:
collecting invoice sample making requirements of a user through a standard list;
each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
and comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library, and confirming whether an invoice template meeting the invoice sample making requirement exists.
3. The method of claim 1, wherein after generating an invoice ticket from the new invoice template issue, the method further comprises:
and storing the new invoice template in an invoice template library.
4. The method of claim 1, wherein generating an invoice ticket from the new invoice template issue further comprises:
selecting an invoicing path according to invoice sample making requirements, and setting industry and/or tax payer type restrictions;
and determining the effective start and stop date of the invoice according to the invoice manufacturing requirement.
5. A universal invoice template setting system, the system comprising:
the demand input unit is used for receiving invoice ticket making demands; the invoice sample making requirements comprise standard requirements and adjustable requirements;
the template retrieval unit is used for retrieving whether an invoice template meeting the invoice sample manufacturing requirement exists in an invoice template library; if the invoice templates meeting the standard requirements exist in the retrieval invoice template library, adjusting the invoice templates meeting the standard requirements according to the adjustable requirements to obtain invoice templates meeting the invoice ticket making requirements; if no existing invoice template meeting the requirement exists, generating a new invoice template according to a preset rule and the invoice sample manufacturing requirement;
the invoice template generation unit is used for generating a new invoice template according to a preset rule and the invoice sample making requirement, and comprises the following components:
determining the title of an invoice template and the type of the invoice according to the invoice sample making requirement;
acquiring invoice head information and invoice tail information in the invoice sample making requirement, and setting the invoice head information and the invoice tail information in a new invoice template in a rich text box mode;
obtaining seller information items and buyer information items in the invoice sample making requirement, and setting a buyer information column and a buyer room information column at preset positions;
acquiring invoice basic information in the invoice sample making requirement, and setting each invoice basic information at a respective preset position;
acquiring commodity service information and tax information in the invoice sample making requirement, and setting the commodity service information and tax information at a preset position;
the preset position is obtained by adjusting an initial preset position according to the invoice sample making requirement;
and the invoice issuing unit is used for issuing and generating an invoice according to the new invoice template.
6. The system according to claim 5, wherein:
the demand input unit is used for acquiring invoice ticket making demands of a user through a standard list;
each invoice template in the invoice template library generates a group of invoice template characteristics through a standard list according to the template content of each invoice template;
and the template retrieval unit confirms whether an invoice template meeting the invoice sample making requirement exists or not by comparing the content in the standard list corresponding to the invoice sample making requirement with the invoice template characteristics corresponding to each group of invoice templates in the invoice template library.
7. The system according to claim 5, wherein:
the invoice template generation unit is also used for storing the new invoice template in an invoice template library.
8. The system according to claim 5, wherein:
the invoice ticket issuing unit is also used for selecting an invoicing path according to invoice ticket making requirements and setting industry and/or tax payer type restrictions;
the invoice ticket issuing unit is also used for determining the effective starting and ending date of the invoice ticket according to the invoice ticket manufacturing requirement.
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| CN106709770A (en) * | 2016-12-28 | 2017-05-24 | 深圳市明源软件股份有限公司 | Management system and management method for output invoices of value-added tax |
| CN107330745A (en) * | 2017-06-20 | 2017-11-07 | 四川九鼎智远知识产权运营有限公司 | A kind of invoice information automatic input system and method |
| CN107357773A (en) * | 2017-07-12 | 2017-11-17 | 百望电子发票数据服务有限公司 | A kind of generation method and system of PDF electronic invoices |
| CN108345634A (en) * | 2017-12-29 | 2018-07-31 | 迈迪信息技术有限公司 | A kind of form design method, system and storage medium Internet-based |
| CN108921627A (en) * | 2018-06-07 | 2018-11-30 | 国信电子票据平台信息服务有限公司 | A kind of method and system generating electronic invoice OFD layout files |
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