Invoicing

Open Invoicing under Your business. Review Issued, Collected and Outstanding and the document list. Summaries use the selected year and issued documents; drafts are not included.

Open Series and numbering. Review prefix, separator, length and annual restart for the document-type series. Check the example and click Save series if changing values. Formatting can be locked once the series has been used in the year.

Click New invoice or New receipt. This creates a draft and opens the editor; it does not issue it. Receipts on this screen apply neither tax nor withholding. Choose the appropriate document for your case and review its details.

Use Client in the editor. Check identity and billing details in the record. Toolbar selection does not replace this selector; from a client record, Create invoice/receipt can start a document for that person.

Enter description, quantity, unit price and discount where applicable. Use Add line for another item and × to remove it from the draft. Review totals after each change.

Check issuer and recipient country, currency, tax and withholding labels and percentages, and regime text where applicable. The series supplies initial values; review those applicable to this document. This manual explains controls rather than determining the correct tax treatment.

Click Save draft and reopen it to review retained information. A draft uses no number and can still be edited or deleted. Returning to the list without saving does not necessarily retain editor changes.

Review all fields and click Issue. Read confirmation before accepting. On completion a number is assigned and the detail opens; an issued document can no longer be edited like a draft. Issuing does not send email or itself start a payment.

Review number, date, recipient, items, currency and total. Document status and payment status are different. An issued document can remain Unpaid; do not mark it paid merely because it was issued.

When appropriate, click Mark paid. This marks the document paid using today’s date; it does not transfer funds or charge a card. Mark unpaid removes the mark and date. To request payment, review the Payments and instalments workflow.

In detail, use PDF or Print. Check the file and its language before sharing: the document can use the client’s recorded language. Issued-document details reflect information retained when issued, rather than necessarily later record changes.

Open Void, enter a reason and review confirmation. Cancel retains the current state. Voiding retains the number and explanation; it does not delete the document or itself refund payment.

Click Correct and read confirmation. The process creates a draft linked to the original with negative line items. Review it before issuing. Creating a correction does not edit the original or automatically refund payment.

Use Year, Type, Status and Payment to locate documents. Combine Issued and Unpaid to review outstanding documents. Type, status and payment filters change the list; top summaries follow the year.

With several currencies and a configured base currency, you can view separate amounts or approximate conversion. Review the exchange rates you entered; the view does not change document currency. If a rate is missing, the notice identifies the currency excluded from the converted total.

Click Download for accountant. CSV includes issued and void documents from the chosen year and excludes drafts; type, status and payment filters do not limit it. If All years was selected, check the file’s year: the download uses the current one.