Billing

Invoices

Draft client invoices from a company, with lines, VAT, PDF letterhead, and a structured XML file. Issued invoices cannot be edited.

1. Turn Invoices on in the module store (it only needs Companies). Open a company and choose New invoice. Name, VAT ID, and billing address are copied in.
2. New invoice opens the spreadsheet: dates and bill-to at the top, then lines. Type quantity, unit net, discount %, and VAT %; net, VAT, and gross fill in on each row. Save stores the draft and opens the send view — ready for PDF, XML, or Issue. Edit returns to the same sheet with every existing line already filled.
3. Pick a catalogue service in a row to fill description, price, and VAT, or leave it custom. Issue assigns a consecutive number (AE-I-year-nnnn) and freezes the invoice (GoBD). After that, use Cancel or a credit note.
4. PDF preview uses workspace letterhead (logo, legal name, footer). E-invoice XML is a structured CII export for B2B — not a certified ZUGFeRD PDF/A-3. Bookkeeping and DATEV/sevDesk remain separate tools.

Related: Customer billing · Bookkeeping · Companies and contacts

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