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Invoices

The Invoices page lists everything you have created, drafts and issued documents alike, with the status, total, and a PDF download for each.

The invoice list: one row per invoice with its reference, the customer it was issued to, status badge, issue date, total and line count, and an Open button on each row.

Draft, then issued​

An invoice has two lives:

StatusWhat it means
DraftCreated but not final. It carries no invoice number, has no legal effect, and is not reported to any tax agency.
IssuedFinal. It has its number, its date, its PDF, and, where required, its tax-agency record.

You always create a draft first, review it, and then issue it. Issuing is one-way: an invoice cannot be un-issued, edited, or deleted afterwards. That is what corrective invoices are for.

Not sure yet? Use a proforma

A draft invoice is meant to become an invoice. If you are still quoting and the work may not happen at all, send a proforma instead: those can be deleted.

Creating a draft​

Pick the recipient, then add:

  • Line items: concept, quantity, and unit price. Quantities can be fractional (95.6 hours is fine). The line total is calculated for you.
  • Tax lines: VAT, retentions, and so on. uninvoice.app can pre-fill the usual taxes for the recipient's country; always check them.
  • Supply type: whether you are billing goods or services.
  • Currency: defaults to the customer's currency, or your company's.
  • Payment accounts: the accounts you select appear on the invoice as payment instructions. See Bank accounts.
  • Custom fields: any placeholders your template declares, such as a purchase-order number.

The invoice creation form, with the recipient picker, supply type, currency, a line item with concept, quantity and unit price, and the bank accounts to print as payment instructions.

If your template converts amounts to another currency, you will also be asked for the exchange rates to use. Leave them empty and uninvoice.app fetches the official reference rate when you issue the invoice, then freezes it onto the document so the printed conversion never changes.

Issuing an invoice​

Issuing assigns the next invoice number from your company's numbering series, stamps the issue date, and renders the final PDF.

If you are established in Spain

Invoices must be reported to the tax agency under Veri*Factu, and uninvoice.app will not let you issue until you have authorized it to submit records on your behalf. See the Veri*Factu guide.

Correcting a mistake​

An issued invoice is never edited. Instead, open it and choose Correct invoice. uninvoice.app opens a new draft that references the original with its lines already negated; you adjust them to describe the correction, then issue it like any other invoice. The original stays in your records exactly as it was, and the pair adds up to what you actually meant to bill.

Importing an invoice issued elsewhere​

Import invoice records a document that was created in another system (for example the invoices you issued before moving to uninvoice.app), so your books, dashboard, and reports are complete. You supply the original number and date and the lines, and the invoice is stored exactly as it was.

Imported invoices are not submitted to the tax agency: they are assumed to have been reported already by whatever you used before, and making sure that is true stays your responsibility.

Downloading the PDF​

Every invoice has a PDF. You can download one from its detail page, or select several in the list and download them together.