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Issue a Tax Free Form

When issuing, a Tax Free Form is created at Global Blue for a completed sales transaction and then printed. The function is available at the point of sale and in the back office.

Procedure at the point of sale

  1. The cashier completes the sale including the membership card of the traveller.
  2. The cashier opens the transaction lookup and selects the sales transaction.
  3. The cashier presses the button for issuing.
  4. The solution checks the transaction and asks Global Blue about the eligibility.
  5. The Global Blue user interface opens with the data already transferred.
  6. The traveller adds the missing information, for example about the travel document, and confirms the issuing.
  7. The Tax Free Form is printed and the document number is stored in LS Central.

Procedure in the back office

  1. The user opens the [Transaction Register].
  2. The user selects one or more sales transactions.
  3. The user runs [Global Blue] > [Issue Tax Free Form].
  4. The further process corresponds to the process at the point of sale. The output is a PDF in A4 format.

Combining several receipts

If the user selects several transactions, the solution combines them into one Tax Free Form. This requires consolidation to be allowed on the Store Card. Depending on the setup the following restrictions apply in addition:

  • Receipts from different stores may only be combined if [Consolidation Across Shops] is activated.
  • Receipts with different dates may only be combined if [Consolidate Same Day Only] is not activated.
  • If [All Transactions Reach Minimum Amount] is activated, each individual receipt must reach the minimum amount of Global Blue.

Checks before issuing

The solution only issues a Tax Free Form if all of the following conditions are met:

Check Meaning
Sales transaction The transaction is a sale and has been neither voided nor recorded as a return.
No excluded item The transaction contains no item and no item category marked as [Ineligible for Tax Free].
Not only services The transaction does not consist exclusively of service items.
Time limit The [Time Limit for Issuing] entered on the Store Card has not been exceeded.
Not yet issued No Tax Free Form has been issued for the transaction yet.
Eligibility Global Blue confirms that amount and VAT rates are eligible for a refund.
Traveller data A membership card and a member contact exist for the transaction.

If a check fails, a message with the reason is displayed. An overview of the messages is available in the article Messages.

Result

After successful issuing the solution stores the document number of the Tax Free Form and the issued gross amount for the transaction. The user sees this information in the fact box [Linked Entries] of the transaction register and in the overview Global Blue Transactions.

If the field [Issue Silent] is activated on the Store Card, the Tax Free Form is issued without a preview. Otherwise the Global Blue user interface shows a preview before printing.

See also