Invoices#
Issued documents. Find them under Fakturace → Faktury.
What is on an invoice#
| Block | Contents |
|---|---|
| Header | number, symbols, dates, status |
| Seller | your company — an imprint of the card |
| Customer | an imprint of the address book |
| Items | what you are invoicing |
| Delivery, payment, discounts, gifts | additions and deductions |
| Sending | the email with the PDF |
Dates#
| Date | Meaning |
|---|---|
| Issue date | when the document was created |
| Tax point | the date of the taxable supply |
| Due date | when to pay by; pre-filled from the settings |
The issue date drives the invoice number
The year, month or day is written into the number according to the series mask. Backdating therefore produces a different number. Conversely, changing the issue date on an already issued invoice does not regenerate the number — a number is assigned once.
The number and the variable symbol#
The number is assigned by the number series. It cannot be typed by hand in the administration — the field is locked.
Why the number cannot be overwritten
The series keeps a sequence. A hand-typed number would leave a gap or a duplicate in it that nobody would spot until an audit. Manual numbers are used only when importing historical documents through the API.
You may fill in the variable symbol. Left empty, it is derived — the digits taken from the invoice number.
Status#
An invoice has two statuses: unpaid and paid. You switch it by hand.
The status does not change by itself
A received payment does not flip the invoice status — they are two separate records. Mark it paid, or the document stays among the unpaid ones forever.
VAT#
The invoice header carries a Plátce DPH (ceny s DPH) — VAT payer, prices incl. VAT — toggle. It overrides everything.
VAT off in the header overrides the rates on the items
For a non-payer the line rates are ignored — the PDF shows no VAT breakdown even though the items have rates filled in. The values stay in the data. If VAT has disappeared from an invoice, look for this toggle, not at the items.
The toggle also decides the document's look
The layout is looked up either in the registered or in the non-registered tab of the PDF variant matrix. Switch it and a new document is offered the layout from the other tab.
The toggle's default comes from the company you invoice on behalf of — see My companies.
Items#
On an item you enter the price, quantity, VAT rate and possibly a discount. The rest is calculated.
The unit is pre-filled
Set the default unit in the module settings so you do not have to type it on every line.
Delivery address#
The Use delivery address toggle adds a second address to the document. Useful when you invoice a registered office and deliver elsewhere.
Credit notes#
A credit note is not a flag on an invoice — it is a separate document type. It is issued as a mirror of the original with negative amounts and carries a reference back to it.
One payment may have two documents
A regular invoice and a credit note. That is fine and the system expects it.
The procedure and partial credit notes are covered under document types.
The document's layout and language#
Two header fields decide how the PDF looks and which language it is in.
| Field | What it does |
|---|---|
| PDF šablona / varianta (PDF template / variant) | the document's look; — vyberte variantu — leaves the choice to the system |
| Jazyk (language) | the language of the texts on the document |
On issue the document writes the chosen layout into itself. Later edits of the layout matrix no longer move it.
Redraw an old document by choosing a variant by hand
To genuinely print an issued invoice in a different look, pick its variant by hand in this field and save.
A language change takes effect on save
Switch Jazyk and save the document, and the PDF is produced again in the new language. Where the language comes from when you leave it empty is described in the Address book.
The PDF and the QR code#
Both are produced after saving, in the background.
An invoice without a PDF is not a save failure
If the PDF cannot be produced, the invoice stays saved — just without a file. The most common cause is a missing PDF layout for that combination. Add it and regenerate.
The QR code is not produced when the amount is zero or negative, the currency is missing, or neither a bank account nor an IBAN is filled in.
Regenerating the PDF empties the document folder first
Files you attached to the invoice by hand disappear with it. Do not store anything of your own in an invoice folder.
Sending by email#
An invoice can have send by email switched on with a recipient, subject and body. The invoice shows whether it has already gone out.
Automatic sending is switched on in the settings
If you do not want to decide per document, enable automatic sending in the module settings.