CN111178029A - General invoice template setting method and system - Google Patents
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Abstract
The invention discloses a method and a system for setting a universal invoice template, wherein the method comprises the following steps: receiving an invoice sample making requirement; searching whether an invoice template meeting the invoice sample making requirement exists in an invoice template library; if no existing invoice template meeting the requirements exists, generating a new invoice template according to preset rules and the invoice sample making requirements; issuing according to the new invoice template to generate an invoice sample; 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 process of the invoice sample, improve the reuse rate and save the development resources for making the invoice sample during the development of the tax control product.
Description
Technical Field
The invention relates to the technical field of tax control, in particular to a method and a system for setting a universal invoice template.
Background
The invoice refers to the business certificate issued and collected by all units and individuals in purchasing and selling goods, providing or receiving services and doing other business activities, is the original basis for accounting, and is also the important basis for law enforcement inspection of auditing agencies and tax authorities. Invoice samples are generally required by tax authorities in a unified way.
Based on the urgent need of global development for tax informatization and the need of iterative updating of tax optimization invoices of various countries, future tax control related enterprises face tax control problems based on various invoice samples, and the production of invoice samples with corresponding styles or the development of new invoice samples is an essential step in the process of developing tax control products and solving the tax control problems, and the repeated production of invoice samples as required each time wastes development resources.
Disclosure of Invention
In order to solve the problem that the repeated making of invoice samples wastes development resources in tax control product development in the background technology, the invention provides a method and a system for setting a general invoice template, wherein the method and the system obtain the invoice template meeting the requirements by calling a pre-established invoice template, modifying the invoice template and issuing the invoice sample through the template, and the method for setting the general invoice template comprises the following steps:
receiving an invoice sample making requirement;
searching whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
if no existing invoice template meeting the requirements exists, generating a new invoice template according to preset rules and the invoice sample making requirements;
and issuing according to the new invoice template to generate an invoice sample.
Further, the invoice sample making requirements comprise standard requirements and adjustable requirements;
and if the invoice template meeting the standard requirement exists in the retrieval invoice template library, adjusting the invoice template meeting the standard requirement according to an adjustable requirement to obtain the invoice template meeting the invoice sample making requirement.
Further, acquiring the invoice sample making requirements of the user through the standard list;
each invoice template in the invoice template library generates a group of invoice template features through a standard list according to the template content;
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 to determine whether the invoice template meeting the invoice sample making requirement exists.
Further, the generating of the new invoice template according to the preset rule and the invoice sample making requirement includes:
determining the title of the invoice template and the invoice type according to the invoice sample making requirement;
acquiring invoice head information and invoice tail information in the invoice sample making requirement, and setting invoice head information and invoice tail information in a new invoice template in a rich text box mode;
acquiring seller information items and buyer information items in the invoice sample making requirements, and setting buyer information columns and buying room information columns at preset positions;
acquiring invoice basic information in the invoice sample making requirement, and setting each piece of the 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 the tax information at a preset position;
and the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, after generating the invoice sample according to the new invoice template, the method further includes:
and storing the new invoice template in an invoice template library.
Further, the issuing according to the new invoice template generates an invoice sample, further comprising:
selecting an invoicing way according to the invoice sample making requirement, and setting the type limit of industries and/or taxpayers;
and determining the effective start-stop date of the invoice sample according to the invoice sample making requirement.
The general invoice template setting system comprises:
the system comprises a demand input unit, a request output unit and a request input unit, wherein the demand input unit is used for receiving invoice sample making demands;
the template retrieval unit is used for retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
the invoice template generating unit is used for generating a new invoice template according to a preset rule and the invoice sample making requirement;
and the invoice sample issuing unit is used for issuing and generating an invoice sample according to the new invoice template.
Further, the invoice sample making requirements comprise standard requirements and adjustable requirements;
and if the invoice template meeting the standard requirement exists in the invoice template library retrieved by the template retrieval unit, adjusting the invoice template meeting the standard requirement according to an adjustable requirement to obtain the invoice template meeting the invoice sample making requirement.
Further, the demand entry unit is used for collecting the invoice sample making demand of the user through the standard list;
each invoice template in the invoice template library generates a group of invoice template features through a standard list according to the template content;
and the template retrieval unit compares 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 to determine whether the invoice template meeting the invoice sample making requirement exists.
Further, the invoice template generating unit determines the title of the invoice template and the invoice type according to the invoice sample making requirement;
the invoice template generating unit acquires 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 acquires a seller information item and a buyer information item in the invoice sample making requirement, and sets a buyer information column and a buying room information column at a preset position;
the invoice template generating unit acquires invoice basic information in the invoice sample making requirement and sets each piece of the invoice basic information at a respective preset position;
the invoice template generating unit acquires commodity service information and tax information in the invoice sample making requirement, and sets the commodity service information and the tax information at a preset position;
and the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, the invoice template generation unit is used for storing the new invoice template in an invoice template library.
Further, the invoice sample issuing unit is used for selecting an invoicing way according to the invoice sample making requirement and setting the type limit of industries and/or taxpayers;
the invoice sample issuing unit is used for determining the effective starting and ending date of the invoice sample according to the invoice sample making requirement.
The invention has the beneficial effects that: the technical scheme of the invention provides a method and a system for setting a universal invoice template, wherein the method and the system are used for calling a pre-established invoice template according to the invoice sample making requirement, obtaining the invoice template meeting the requirement through modification, or establishing a new invoice template according to the invoice sample making requirement, and obtaining the invoice sample through template release; the method and the system can simplify the issuing process of the invoice sample, improve the reuse rate and save the development resources for making the invoice sample during the development of the tax control product.
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A more complete understanding of exemplary embodiments of the present invention may be had by reference to the following drawings in which:
FIG. 1 is a flow chart of a method for setting a universal invoice template according to an embodiment of the present invention;
fig. 2 is a block diagram of a general invoice template setting system according to an embodiment of the present invention.
Detailed Description
The exemplary embodiments of the present invention will now be described with reference to the accompanying drawings, however, the present invention may be embodied in many different forms and is not limited to the embodiments described herein, which are provided for complete and complete disclosure of the present invention and to fully convey the scope of the present invention 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 invention. In the drawings, the same units/elements are denoted by the same reference numerals.
Unless otherwise defined, terms (including technical and scientific terms) used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this invention belongs. Further, it will be understood that terms, such as those 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 universal invoice template according to an embodiment of the present invention; as shown in fig. 1, the method includes:
in this embodiment, the invoice sample making requirement includes a plurality of items, for example, invoice header, seller information items (such as taxpayer identification number, taxpayer name, contact phone, mailbox, etc.), invoice basic information items (such as invoice type, invoice number, anti-counterfeit code, device number, invoicing date, operator, currency, payment method, etc.), buyer information items, goods and service items (such as goods name, unit price, measurement unit, quantity, amount, tax rate, etc.), tax information items (such as tax type, tax rate, tax category, tax amount, etc.), invoice trailer, etc.;
the search invoice sample making requirement can clearly identify the required large and small categories of items in the plurality of items as exemplified above, and the items are required to be represented on the invoice sample.
Specifically, the invoice sample making requirements of the user can be collected through the standard list; obtaining the requirements, for example, through a standard format table in an EXCEL table;
further, the invoice sample making requirements comprise standard requirements and adjustable requirements;
the standard requirement means that the retrieved existing invoice template must completely meet the standard requirement, and the adjustable requirement means that the existing invoice template can be obtained to be consistent with the adjustable requirement through simple adjustment and modification even if the existing invoice template does not meet the adjustable requirement.
in this embodiment, the retrieving is to retrieve 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 features through a standard list according to the template content;
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 to determine whether the invoice template meeting the invoice sample making requirement exists.
In addition, for the newly proposed invoice sample making requirements, the same template is not always available, and a template meeting the standard requirement may exist;
and if the invoice template meeting the standard requirement exists in the retrieval invoice template library, adjusting the invoice template meeting the standard requirement according to an adjustable requirement to obtain the invoice template meeting the invoice sample making requirement.
The adjustment based on the adjustable requirement is similar to the step of generating a new invoice template in step 130, and the enqueuing adjustable requirement part is adjusted according to the method thereof, which is described in detail below.
specifically, the preset rule for generating the new invoice template is as follows:
step 131, determining the title of the invoice template and the invoice type 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 has a plurality of initial preset styles, is selected according to requirements in requirements, and defaults to use a preset default style if the requirements on the styles are not provided in the requirements; so the style supports the required input in the form of pictures and invoice header text.
Step 133, obtaining a seller information item and a buyer information item in the invoice sample making requirement, and setting a buyer information column and a buying room information column at a preset position;
the item information of the seller and the buyer comprises but is not limited to taxpayer identification number, taxpayer name, contact phone, mailbox, address and other information; the method comprises the steps that according to the requirement selection embodiment of the requirement, information of a seller and information of a buyer are divided into a label part and a value part, the label part is a text label of a system required in the requirement on an invoice sample, and the value part is a reservation for actual filling in the process of subsequently using the invoice.
134, obtaining basic invoice information in the invoice sample making requirement, and setting each of the basic invoice information at 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. The items are selected according to the requirement of the requirement.
135, acquiring commodity service information and tax information in the invoice sample making requirement, and setting the commodity service information and the tax information at a preset position;
items of goods and services include, but are not limited to, name of goods, unit price, unit of measure, quantity, amount, tax rate, tax amount, etc.; the tax information items include, but are not limited to, tax type, tax rate, tax amount, tax-containing total amount, and tax-free total amount. The items and the arrangement sequence are selected according to the requirement.
The preset positions are obtained by adjusting the initial preset positions according to the invoice sample making requirements in the 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 according to the new invoice template to generate an invoice sample.
Furthermore, for the issuing process, an invoicing way can be selected according to the invoice sample making requirement, and the type limit of the industry and/or taxpayers is set;
and determining the effective start-stop date of the invoice sample according to the invoice sample making requirement.
Fig. 2 is a block diagram of a general invoice template setting system according to an embodiment of the present invention, and as shown in fig. 2, the system includes:
a requirement input unit 210, wherein the requirement input unit 210 is configured to receive an invoice sample making requirement;
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 or not;
further, the invoice sample making requirements comprise standard requirements and adjustable requirements;
if the template retrieval unit 220 retrieves the invoice templates meeting the standard requirements in the invoice template library, the invoice templates meeting the standard requirements are adjusted according to adjustable requirements, and the invoice templates meeting the invoice sample making requirements are obtained.
Further, the requirement input unit 210 is configured to collect an invoice sample making requirement of the user through a standard list;
each invoice template in the invoice template library generates a group of invoice template features through a standard list according to the template content;
the template retrieval unit 220 compares the content in the standard list corresponding to the invoice sample making requirement with the invoice template features corresponding to each group of invoice templates in the invoice template library to determine whether an invoice template meeting the invoice sample making requirement exists.
An invoice template generating unit 230, wherein the invoice template generating unit 230 is used for generating a new invoice template according to preset rules and the invoice sample making requirements;
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 trailer information in the invoice sample making requirement, and sets the invoice header information and invoice trailer information in a new invoice template in a rich text box manner;
the invoice template generating unit 230 obtains a seller information item and a buyer information item in the invoice sample making requirement, and sets a buyer information column and a buying room information column at preset positions;
the invoice template generating unit 230 obtains the basic invoice information in the invoice sample making requirement, and sets each of the basic invoice information at a respective preset position;
the invoice template generating unit 230 obtains the commodity service information and the tax information in the invoice sample making requirement, and sets the commodity service information and the tax information at a preset position;
and the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
Further, the invoice template generating unit 230 is configured to store the new invoice template in an invoice template library.
And the invoice sample issuing unit 240 is used for issuing the invoice sample according to the new invoice template to generate the invoice sample.
Further, the invoice sample issuing unit 240 is configured to select an invoicing path according to the invoice sample making requirement, and set an industry and/or taxpayer type limit;
the invoice sample issuing unit 240 is used for determining the valid start-stop date of the invoice sample according to the invoice sample making requirement.
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 device in an embodiment may be adaptively changed and disposed in one or more devices different from the embodiment. 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. All of the features disclosed in this specification (including any accompanying claims, abstract and drawings), and all of the processes or elements of any method or apparatus so disclosed, may be combined in any combination, except combinations where at least some of such features and/or processes or elements 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 only for distinguishing between steps and is not intended to limit the temporal or logical relationship between steps, which includes all possible scenarios unless the context clearly dictates otherwise.
Moreover, those skilled in the art will appreciate that while some embodiments described herein include some features included in other embodiments, rather than other features, 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 can be used in any combination.
Various component embodiments of the 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 embodied as device or system programs (e.g., computer programs and computer program products) for performing a portion or all of the methods described herein. Such programs implementing the present disclosure may be stored on a computer-readable medium or may be in the form of one or more signals. Such a signal may be downloaded from an internet website or provided on a carrier signal or 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 systems, several of these systems may be embodied by one and the same item of hardware.
The foregoing is directed to embodiments of the present disclosure, and it is noted that numerous improvements, modifications, and variations may be made by those skilled in the art without departing from the spirit of the disclosure, and that such improvements, modifications, and variations are considered to be within the scope of the present disclosure.
Claims (12)
1. A method for setting a universal invoice template is characterized by comprising the following steps:
receiving an invoice sample making requirement;
searching whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
if no existing invoice template meeting the requirements exists, generating a new invoice template according to preset rules and the invoice sample making requirements;
and issuing according to the new invoice template to generate an invoice sample.
2. The method of claim 1, wherein:
the invoice sample making requirements comprise standard requirements and adjustable requirements;
and if the invoice template meeting the standard requirement exists in the retrieval invoice template library, adjusting the invoice template meeting the standard requirement according to an adjustable requirement to obtain the invoice template meeting the invoice sample making requirement.
3. The method according to claim 1 or 2, characterized in that:
acquiring 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 features through a standard list according to the template content;
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 to determine whether the invoice template meeting the invoice sample making requirement exists.
4. The method according to claim 1, wherein the generating a new invoice template according to preset rules and the invoice sample making requirements comprises:
determining the title of the invoice template and the invoice type according to the invoice sample making requirement;
acquiring invoice head information and invoice tail information in the invoice sample making requirement, and setting invoice head information and invoice tail information in a new invoice template in a rich text box mode;
acquiring seller information items and buyer information items in the invoice sample making requirements, and setting buyer information columns and buying room information columns at preset positions;
acquiring invoice basic information in the invoice sample making requirement, and setting each piece of the 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 the tax information at a preset position;
and the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
5. The method of claim 1, wherein after generating an invoice sample based on the new invoice template issuance, the method further comprises:
and storing the new invoice template in an invoice template library.
6. The method of claim 1, wherein generating an invoice sample from the new invoice template publication further comprises:
selecting an invoicing way according to the invoice sample making requirement, and setting the type limit of industries and/or taxpayers;
and determining the effective start-stop date of the invoice sample according to the invoice sample making requirement.
7. A universal invoice template setup system, the system comprising:
the system comprises a demand input unit, a request output unit and a request input unit, wherein the demand input unit is used for receiving invoice sample making demands;
the template retrieval unit is used for retrieving whether an invoice template meeting the invoice sample making requirement exists in an invoice template library;
the invoice template generating unit is used for generating a new invoice template according to a preset rule and the invoice sample making requirement;
and the invoice sample issuing unit is used for issuing and generating an invoice sample according to the new invoice template.
8. The system of claim 7, wherein: the invoice sample making requirements comprise standard requirements and adjustable requirements;
and if the invoice template meeting the standard requirement exists in the invoice template library retrieved by the template retrieval unit, adjusting the invoice template meeting the standard requirement according to an adjustable requirement to obtain the invoice template meeting the invoice sample making requirement.
9. The system according to claim 7 or 8, characterized in that:
the demand entry unit is used for acquiring the invoice sample making demand of the user through the standard list;
each invoice template in the invoice template library generates a group of invoice template features through a standard list according to the template content;
and the template retrieval unit compares 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 to determine whether the invoice template meeting the invoice sample making requirement exists.
10. The system of claim 7, wherein:
the invoice template generating unit determines the title of the invoice template and the invoice type according to the invoice sample making requirement;
the invoice template generating unit acquires 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 acquires a seller information item and a buyer information item in the invoice sample making requirement, and sets a buyer information column and a buying room information column at a preset position;
the invoice template generating unit acquires invoice basic information in the invoice sample making requirement and sets each piece of the invoice basic information at a respective preset position;
the invoice template generating unit acquires commodity service information and tax information in the invoice sample making requirement, and sets the commodity service information and the tax information at a preset position;
and the preset position is obtained by adjusting the initial preset position according to the invoice sample making requirement.
11. The system of claim 7, wherein:
the invoice template generating unit is used for storing the new invoice template in an invoice template library.
12. The system of claim 7, wherein:
the invoice sample issuing unit is used for selecting an invoicing way according to the invoice sample making requirement and setting the type limit of industries and/or taxpayers;
the invoice sample issuing unit is used for determining the effective starting and ending date of the invoice sample according to the invoice sample making requirement.
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| CN104679793A (en) * | 2013-12-03 | 2015-06-03 | 航天信息股份有限公司 | Dynamic invoice template invoice issuing system |
| CN103870984A (en) * | 2014-02-28 | 2014-06-18 | 浪潮软件集团有限公司 | Network invoice template control method based on cloud computing |
| CN106504040A (en) * | 2016-10-31 | 2017-03-15 | 青岛瑞宏科技有限公司 | A kind of electronic invoice billing method |
| 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***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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