Helps create the first invoice
To create an invoice, first create an order. Then, in the order's context menu, you'll find the option to create an invoice.
You can also create invoices for multiple orders at once.
You can create invoices that group orders from the same customer, but if you want some customers not to have them grouped, you can indicate this in the customer's record.
The invoicing process creates pro forma invoices. To convert a pro forma invoice into a final invoice, you need to "Confirm" it. You can do this in the blog by selecting multiple pro forma invoices and executing the confirm action, or one by one using the context menu.
You can also create invoices for multiple orders at once.
You can create invoices that group orders from the same customer, but if you want some customers not to have them grouped, you can indicate this in the customer's record.
The invoicing process creates pro forma invoices. To convert a pro forma invoice into a final invoice, you need to "Confirm" it. You can do this in the blog by selecting multiple pro forma invoices and executing the confirm action, or one by one using the context menu.
Confirmed invoices can no longer be modified; it is at the time of confirmation that the invoices are sent to Verifactu.
The shipment is immediate and the only way to reverse that invoice is by generating a cancellation, making a new corrective invoice or a new substitute invoice.
Cancel the invoice on Verifactu
Sending a cancellation means the invoice sent to Verifactu is no longer valid, but it still exists and cannot be deleted. You'll find the cancellation option in the invoice's context menu.
More information on invoice cancellations at the AEAT (Spanish Tax Agency)
More information on invoice cancellations at the AEAT (Spanish Tax Agency)
To create a corrective invoice
Creating a credit note allows you to "credit" the original invoice. To do this, go to the context menu of the original order and select the credit note option. This must be done for all incorrect orders. If changes need to be made to the orders, now is the time. When invoices are generated again, the credit note will be created by grouping the selected items.
More information about corrective invoices at the AEAT (Spanish Tax Agency)
More information about corrective invoices at the AEAT (Spanish Tax Agency)
Create a replacement invoice
Creating a replacement invoice allows you to generate a new invoice to replace the incorrect one. To do this, go to the context menu of the original order and select the "Replacement Invoice" option. This must be done for all incorrect orders. If changes need to be made to the orders, now is the time to do so. When invoices are generated again, the replacement invoice will be created by grouping the selected orders.
Examples of how to proceed with substitute invoices at the AEAT (Spanish Tax Agency)
Examples of how to proceed with substitute invoices at the AEAT (Spanish Tax Agency)