Invoices and payments

Open the invoice and use email delivery or its public link. Check the recipient and the document you are sharing.

Issuing, emailing and collecting payment are different actions. The document label alone does not prove email delivery. If the customer has not received it, check the sending result and address before retrying.

Create a corrective invoice when you need to correct an issued invoice. Review the reason and whether the correction is full or partial. The original remains linked to the correction.

If you only sent a draft, first check its status. Drafts remain editable. Sending an email does not itself prove issuance was completed.

Yes, and quotes are on every plan: you send it, the client accepts or rejects it and, if accepted, it becomes an invoice without retyping anything. Pro forman invoices and signed delivery notes come in from the Profesional plan.

Yes, with the recurring invoices on the Profesional plan: you set the frequency and they are generated for you. You can preview one before switching it on, skip a cycle, pause it and resume it.

Open the issued invoice and record payment date, amount and method. A partial payment reduces the outstanding balance. “Mark as paid” records the full outstanding amount.

The amount cannot exceed the balance and the date must be between issuance and today. To fix a mistake, review reversal with a reason instead of creating a negative payment.

From Profesional you can work with Facturae and FACe. You need an issued invoice, the recipient’s three DIR3 codes and a certificate to sign the submission.

Downloading XML is not submission. Review the FACe status and response to find out whether it is submitted, registered, rejected or at another stage.

Yes. Manage items, services, references, prices and stock. Document movements require inventory configuration and tracked products.

Manual lines do not move stock. Consult the catalogue guide to check units and movement history when the balance differs.

Draft allows review and editing. Scheduled waits for the planned issuance date. Issuance assigns the final number and preserves document content. Overdue means the due date has passed.

Check payment status, customer delivery and AEAT transmission separately. None of these indicators replaces the others.

The app blocks annulment while valid payments exist, even partial payments. Corrective invoices and fully corrected invoices have additional restrictions.

Review the payment and the actual reason for correction. If the payment was entered by mistake, reverse it with a reason. If a sale needs a refund or correction, handle the corrective invoice and money refund separately.

Commercial details can be edited in draft. After issuance, the saved issuer and recipient tax details and amounts cannot be rewritten.

Editing the current customer record does not fix the earlier invoice. Open the document and review the required correction before creating another invoice.

The final number and document status determine available actions. An issued invoice cannot return to draft to change its content.

Cancelling a draft, annulling an issued invoice and creating a corrective invoice are different operations. Review the status, payments and linked corrections before choosing an action.