Invoices, credit notes, receipts and the sales register

The Orders → Invoices screen has six tabs: All invoices, Invoices, Pro-forma invoices, Credit notes, Sales register, Settings.

The list shows the document number, order ID, buyer, gross amount and date. Documents carry a KSeF marker and the credit note number where one exists.

Numbering — in settings you define numbering series with a scheme made of number, month and year. You can keep several series, for example one for domestic and one for foreign sales. A numbering series is also an action in automated rules, so a document can go into the right series from the start.

The sales register is a summary for accounting.

Issuing documents can be automated end to end — automated rules include Issue invoice, Issue receipt, Cancel invoice / receipt / credit note and Check the VAT ID from invoice data. A typical rule: once an order is paid, issue the invoice and e-mail it.