> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Israel Tax Authority (Israel Invoice)

> Allocation numbers ("מספרי הקצאה") from the Israel Tax Authority for tax invoices above the threshold.

Allocation numbers ("מספרי הקצאה") from the Israel Tax Authority for tax invoices above the threshold. SHAAM never issues documents itself: it allocates numbers for whichever provider issues them.

> [!NOTE]
>
> **Category:** Documents and invoices ("מסמכים וחשבוניות")\
> **Connection:** one for the whole organization, admins only

## What it does in Lancer

* A tax invoice (or tax invoice-receipt) to a VAT-registered business above the threshold, before VAT, gets an allocation number from the Tax Authority. Without one the client can't deduct the VAT, so Lancer doesn't issue the document until the number arrives.
* Shows and lets an admin adjust the allocation threshold.

## Connect

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://app.lancer-erp.com/app/settings/integrations). Under **Documents and invoices** ("מסמכים וחשבוניות"), find **Israel Tax Authority (Israel Invoice)** and click **Connect** ("חיבור").

**2. Get your credentials**

The organization's VAT number must be filled in under Settings → Organization ("הגדרות הארגון") first.

**3. Fill in the card and save**

Enter the details below and click **Save** ("שמירה"). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.

**4. Next**

Click **Connect to the Tax Authority** ("התחברות לרשות המסים") and complete the sign-in. You return to the Integrations page with the connection stored.

**5. Finish**

When the connection expires, click **Reconnect** ("חיבור מחדש").

> [!NOTE]
>
> Only admins can view and change this connection.

## What you need

**Tax Authority sign-in** `string`

An admin signs in to the Tax Authority's site and approves Lancer. No keys to copy. In the app: "התחברות לרשות המסים".

## Good to know

* If your invoicing provider (Morning, iCount, …) requests allocation numbers itself, turn on "מספרי הקצאה דרך הספק" on that provider instead.

## Vendor documentation

> [card] [Israel Tax Authority (Israel Invoice) documentation](https://www.gov.il/he/departments/topics/israel-invoice)
>
> The official docs, at [www.gov.il](http://www.gov.il).


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