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WORKFLOW GUIDE

Recurring invoices

Set up a template for periodically billed services and review generated documents.

Essential steps

  1. 01

    Define the customer, line items and invoice currency.

  2. 02

    Set the frequency and validity period.

  3. 03

    Review generated documents and update the template when the agreement changes.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Invoicing and e-Factura

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WORKFLOW GUIDE

Issue your first invoice

Prepare accurate details before issuing an invoice and track its e-Factura submission separately.

WORKFLOW GUIDE

Process invoices received through SPV

Keep the source document central to review, from receipt to accounting entry.

WORKFLOW GUIDE

Correcting an invoice with a credit note

A correction should retain the link to the original document and the reason for the change.