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.

• — Opens the print dialog for the Account card; the print is sent, downloaded or previewed as described in Print language.
• — Opens the menu of invoice reports.
• — Shows and hides the list filter.
• — Opens this help page in a new window.

• setup
• Importing orders from WooCommerce
• Transcript of invoices issued in other programs
• Resending an invoice to F2.0 fiscalisation
• Sending attachments with an eInvoice
• Recurring invoices
• Selling a fixed asset without the Fixed Assets module
• Gift Vouchers

The filter, the search box, the {Search} box and the list columns are described on the List page.

Invoices go through the statuses described in Document 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 ~ FISCAL DATA ~ tab.

Next to the list:

• in the bottom right corner — Opens the dialog for a new invoice.
• 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 Importing orders from WooCommerce).

The icons in the invoice dialog header start printing:

• — Prints declarations.
• — Prints the address label.
• — Prints labels; shown only on approved invoices.
• — Prints the delivery note.
• — Prints the invoice, as described in print.

In the invoice dialog:

• VOID — Starts voiding the invoice; the procedure is described in Void an invoice.
• In a department with the FREE_IRA setting enabled, the VOID and PAID F2.0 buttons remain visible but disabled, and the DELETE button is available next to them — see Transcript of invoices issued in other programs.

The other dialog buttons, including the round F1 button, are described on the ~ BASIC ~ tab.

Invoice data is arranged in the following data tabs:

• ~ BASIC ~
• items
• ~ 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.
• ~ TILL ~
  Till receipts and payments linked to the invoice. Shown to companies with the Tills module enabled.
• ~ JOURNAL ENTRY ~
  Accounting postings created by approving the invoice.
• ~ VAT ~
  VAT postings created from the invoice.
• ~ WOO ~
  Download of the invoice JSON data received from the WooCommerce webshop, for troubleshooting the integration. Shown to companies integrated with a webshop.
• ~ DMS ~
  Adding, viewing and updating documents related to the invoice, e.g. a warranty card, a technical description of the product and the like.
  • The tab is shown to companies subscribed to the Document Management System (DMS) module.
  • All documents in the invoice attachments at the moment of approval are sent as attachments with the eInvoice. Check the tab before approving.
• ~ AUDIT TRAIL ~
  Chronology of actions on the invoice and responses of the fiscalisation system.

• 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 limit).
• Closed VAT periods — Voiding restrictions in closed VAT periods are described in Void an invoice.

• Sending invoices to F1 or F2.0 fiscalisation
  When an invoice goes to F1 and when to F2.0 fiscalisation, intermediaries and attachments.
• paper_invoices
  Who issues paper invoices and until when.
• eReporting of invoice payments
  eReporting of payments of outgoing invoices.
• rappf2
  Closing invoices with advance payments and eReporting.
• fis1check
  Checking ZKI, JIR and why an invoice was not fiscalised.
• Invoices to natural persons registered in AMS
  Natural persons registered in AMS receive an eInvoice.
• Procedure when the customer is not registered in AMS
  What the system does when the customer is not registered in AMS.
• business_processes
  Assigning business processes (P1–P99) to an eInvoice.

The invoice type is selected in the {Type} field of the ~ BASIC ~ tab.

• RAOT - Regular
  Regular invoice.
• RAMP - Retail
  Retail invoice to consumers and temporary customers; also created from members' subscription plans.
• rarn
  Service or job card invoice; created from the job card, and entered directly only in a department that does not keep stock.
• rapp
  Invoice for an advance payment received and its link to the final invoice.
• RAFO - Delivery Note
  Invoice based on a delivery note; created from the delivery note.
• odot
  Credit note to a customer.
• UGSS - From contract - student service
  Invoice created from a student service contract.

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

• Payments against an invoice
  Entering a payment by payment method and the link to the till.
• limit
  Customer credit limit check at approval.
• Void an invoice
  The four steps of voiding and the restrictions of closed VAT periods.

• print
  Signature, liquidator and responsible person on the print.
• Reports
  Financial report, list of documents, to be delivered, CSV export.

The collection of examples is kept in one place — praksa.