**|** {{:icons:menu-blk.png?16|}} Documents **|**\\
{{:icons:apps.png?16|}} [[brix:en:solutions:einvoices]]\\
{{:icons:extension.png?16|}} Invoices **|** [[brix:en:solutions:service]] **|** Garage **|** Membership Fees **|** Webshop **|** [[brix:en:solutions:pausalni_obrti]] **|** [[brix:en:studentservice]]
====== Invoices ======

The form is used to issue outgoing invoices to customers — entry, approval, fiscalisation, sending of eInvoices and voiding. Postings to the journal entry and the VAT books are created automatically from the invoice, and payments against an invoice are linked to the till and bank statements.

===== Toolbar =====

  * {{:icons:topic-tea.png?20|}} — Opens the print dialog for the //Account card//; the print is sent, downloaded or previewed as described in [[brix:en:basics:print]].
  * {{:icons:description-tea.png?20|}} — Opens the menu of invoice [[brix:en:invoices:reports|reports]].
  * {{:icons:filter_list-tea.png?20|}} — Shows and hides the list filter.
  * {{:icons:help.png?20|}} — Opens this help page in a new window.

===== How to... =====

  * [[brix:en:invoices:setup]]
  * [[brix:en:invoices:woo]]
  * [[brix:en:invoices:transcript]]
  * [[brix:en:invoices:resending]]
  * [[brix:en:invoices:attachments]]
  * [[brix:en:partners:recurring_invoices|Recurring invoices]]
  * [[brix:en:invoices:fa_sale]]
  * [[brix:en:invoices:gift_vouchers]]

===== List =====

The filter, the search box, the //**{Search}**// box and the list columns are described on the [[brix:en:invoices:list]] page.

===== Statuses =====

Invoices go through the statuses described in [[brix:en:basics:statuses]]. Which invoices are shown in the list is chosen by status in the list filter.

  * **Ordered** — Shown to companies integrated with a webshop.
  * **Draft**
  * **Approved**

A voided invoice keeps the status **Approved**. It is shown in the list together with its void by choosing **//Void//** in the filter.

The fiscalisation status of an invoice is shown in the **Status**, **F1** and **F2** columns of the invoice list. An invoice sent as an eInvoice has one of the eInvoice statuses:
  * **Delivered**
  * **Accepted**
  * **Rejected**
  * **Paid in full**
  * **Partially**
  * **Registered**
  * **Mediator error**

For an invoice fiscalised under the **//F2.0//** protocol, the invoice dialog shows the //**{eInvoice ID}**// field with the identifier the eInvoice received when sent for fiscalisation. Companies that fiscalise under the **//F1//** protocol see the fiscalisation data on the **//[[brix:en:tab_fiscal_data]]//** tab.

===== Buttons =====

Next to the list:
  * {{:icons:add-btn_pnk.png?20|}} in the bottom right corner — Opens the dialog for a new invoice.
  * {{:icons:download-btn_grn.png?20|}} in the bottom right corner — Starts a manual import of items and orders from the webshop; shown only to companies integrated with a webshop (see [[brix:en:invoices:woo]]).

The icons in the invoice dialog header start printing:
  * {{:icons:format_align_justify-bar_dgr.png?25|}} — Prints declarations.
  * {{:icons:local_shipping-bar_dgr.png?25|}} — Prints the address label.
  * {{:icons:view_agenda-bar_dgr.png?25|}} — Prints labels; shown only on approved invoices.
  * {{:icons:assignment-bar_dgr.png?25|}} — Prints the delivery note.
  * {{:icons:description-bar_dgr.png?25|}} — Prints the invoice, as described in [[brix:en:invoices:print]].

In the invoice dialog:
  * <color #ffffff/#b3261e>**VOID**</color> — Starts voiding the invoice; the procedure is described in [[brix:en:invoices:void]].
  * {{:icons:important.png?16|}} In a department with the **//FREE_IRA//** setting enabled, the <color #ffffff/#b3261e>**VOID**</color> and <color #0087ab/#e0f0f5>**PAID F2.0**</color> buttons remain visible but disabled, and the <color #ffffff/#b3261e>**DELETE**</color> button is available next to them — see [[brix:en:invoices:transcript]].

The other dialog buttons, including the round F1 button, are described on the [[brix:en:invoices:basic]] tab.

===== Data tabs =====

Invoice data is arranged in the following [[brix:en:basics:tabs|data tabs]]:
  * **//[[brix:en:invoices:basic]]//**
  * **//[[brix:en:invoices:items]]//**
  * **//[[brix:en:tab_fiscal_data]]//**\\ Issuer's protection code (ZKI), unique invoice identifier (JIR) and the XML files exchanged with the Tax Administration. Shown only in companies with F1 fiscalisation and only for an invoice fiscalised under the **//F1//** protocol.
  * **//[[brix:en:tab_till]]//**\\ Till receipts and payments linked to the invoice. Shown to companies with the Tills module enabled.
  * **//[[brix:en:tab_journal]]//**\\ Accounting postings created by approving the invoice.
  * **//[[brix:en:tab_vat]]//**\\ VAT postings created from the invoice.
  * **//[[brix:en:tab_woo]]//**\\ Download of the invoice JSON data received from the WooCommerce webshop, for troubleshooting the integration. Shown to companies integrated with a webshop.
  * **//[[brix:en:tab_dms]]//**\\ Adding, viewing and updating documents related to the invoice, e.g. a warranty card, a technical description of the product and the like.
    * {{:icons:note.png?16|}} The tab is shown to companies subscribed to the [[brix:en:solutions:dms]] module.
    * {{:icons:warning.png?16|}} All documents in the invoice attachments at the moment of approval are sent as **attachments** with the eInvoice. Check the tab before approving.
  * **//[[brix:en:tab_audit_trail]]//**\\ Chronology of actions on the invoice and responses of the fiscalisation system.

===== Limitations =====

  * **Voiding only after fiscalisation** — Before voiding in Brix, wait for the information intermediary to successfully fiscalise the credit note. The system automatically links the original document and the void on the Tax Administration side, so if the document has not yet been received in the Tax Administration database, it reports the error //"No fiscalisation of the eInvoice is recorded."// If the system refuses the void, check the status of the document with your information intermediary and try again once you receive confirmation of successful fiscalisation.
  * **Customer credit limit** — The customer's credit limit is checked when an invoice is approved (see [[brix:en:invoices:limit]]).
  * **Closed VAT periods** — Voiding restrictions in closed VAT periods are described in [[brix:en:invoices:void]].

===== Fiscalisation and eInvoice =====

  * [[brix:en:invoices:einvoice]]\\ When an invoice goes to **//F1//** and when to **//F2.0//** fiscalisation, intermediaries and attachments.
  * [[brix:en:invoices:einvoice:paper_invoices]]\\ Who issues paper invoices and until when.
  * [[brix:en:invoices:ereporting]]\\ eReporting of payments of outgoing invoices.
  * [[brix:en:invoices:rappf2]]\\ Closing invoices with advance payments and eReporting.
  * [[brix:en:invoices:fis1check]]\\ Checking ZKI, JIR and why an invoice was not fiscalised.
  * [[brix:en:invoices:ams]]\\ Natural persons registered in AMS receive an eInvoice.
  * [[brix:en:invoices:ams-none]]\\ What the system does when the customer is not registered in AMS.
  * [[brix:en:invoices:business_processes]]\\ Assigning business processes (P1–P99) to an eInvoice.

===== Invoice types =====

The invoice type is selected in the //**{Type}**// field of the **//[[brix:en:invoices:basic]]//** tab.

  * [[brix:en:invoices:raot]]\\ Regular invoice.
  * [[brix:en:invoices:ramp]]\\ Retail invoice to consumers and temporary customers; also created from members' subscription plans.
  * [[brix:en:invoices:rarn]]\\ Service or job card invoice; created from the job card, and entered directly only in a department that does not keep stock.
  * [[brix:en:invoices:rapp]]\\ Invoice for an advance payment received and its link to the final invoice.
  * [[brix:en:invoices:rafo]]\\ Invoice based on a delivery note; created from the delivery note.
  * [[brix:en:invoices:odot]]\\ Credit note to a customer.
  * [[brix:en:invoices:ugss]]\\ Invoice created from a student service contract.

<note important>
Types RAFO and UGSS are not entered manually — invoices of these types are created from a delivery note or a contract respectively. Type RARN is entered manually only in a department that does not keep stock.
</note>

===== VAT and taxes =====

  * [[brix:en:invoices:vat_exemption]]\\ VAT exemption basis and its correction on an invoice.
  * [[brix:en:invoices:non_taxable]]\\ Non-taxable amounts in invoice items.
  * [[brix:en:invoices:vies]]\\ Automatic check of an EU customer's VAT ID and storage of the confirmation in the DMS.
  * [[brix:en:invoices:fta]]\\ Exporter's declaration for countries with an FTA (EORI/REX).
  * [[brix:en:goods:ppmv:]]\\ Special tax on motor vehicles in invoice items.
  * [[brix:en:goods:ppom:]]\\ Consumption tax (HiP) in invoice items.

===== Payments and voiding =====

  * [[brix:en:invoices:payments]]\\ Entering a payment by payment method and the link to the till.
  * [[brix:en:invoices:limit]]\\ Customer credit limit check at approval.
  * [[brix:en:invoices:void]]\\ The four steps of voiding and the restrictions of closed VAT periods.

===== Printing and reports =====

  * [[brix:en:invoices:print]]\\ Signature, liquidator and responsible person on the print.
  * [[brix:en:invoices:reports]]\\ Financial report, list of documents, to be delivered, CSV export.

===== Examples =====

The collection of examples is kept in one place — [[brix:en:praksa:start]].