Invoices

Creating an Invoice

Invoices are created from the Ship & Invoice flow or manually via Invoices → New Invoice.

• Select a customer and set the invoice date.
• Payment terms determine the due date automatically (Invoice Date + Payment Terms days).
• Add line items the same way as quotes and sales orders.
• Customer Notes — Printed on the invoice PDF.
• Internal Notes — Internal only, not printed.

Invoice Actions

Actions available on the invoice detail page:

• Download PDF — Generates the PDF. Draft → Sent.
• Send Email — Emails the PDF to the customer. Draft → Sent.
• Record Payment — Opens the payment form.
• Send Payment Reminder — Re-sends the invoice PDF with a reminder message. Only available on unpaid or overdue invoices.
• Create Credit Note — Opens the credit note form pre-filled from this invoice.
• Duplicate — Creates a new Draft invoice with the same items.
• Change Status / Cancel — Manager/admin only.
• Delete — Draft invoices with no payments only (manager/admin).

Invoice Statuses

Invoice statuses update automatically as payments are recorded:

• Draft → Sent → Paid / Partially Paid / Overdue or Cancelled.
• If the due date passes and the invoice is not fully paid, it becomes Overdue.
• Full amount paid → Paid. Partial payment → Partially Paid.

E-Invoice (XML)

In addition to the PDF, invoices and credit notes can be exported as a structured EN 16931 e-invoice in XML. On the invoice detail page, click Download XML.

• EN 16931 CII — the base European e-invoicing standard, used for cross-border invoices.
• e-SLOG 2.0 — the Slovenian national standard, selected automatically when both your company and the customer are in Slovenia.

The standard is chosen automatically from the seller and buyer country. You can force a fixed default under Settings → E-Invoicing. The XML is validated before download; if required company or customer fields are missing, the download is blocked and the missing fields are listed.