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Running the administration — content, users, e-shop, invoicing and settings
Invoicing / Module overview

Invoicing — module overview#

Issues documents. It can create them by hand, generate them from an order, from a received payment, or repeatedly on a schedule.

What it consists of#

Part Purpose
Invoices issued documents
My companies who you invoice on behalf of
Address book who you invoice
Invoice types and number series document kinds and numbering
Invoice templates and Scheduler recurring invoicing
PDF layouts how a document looks
Module settings defaults and automation

🔴 An invoice is an imprint, not a view#

This is the single most important sentence in the module. When you issue an invoice, it copies into itself the seller's and the customer's address, the bank details, the number formatting and the PDF layout — and from then on it is independent.

Changing a card in the address book does not change issued invoices

If a customer moves, old documents keep showing the old address. That is deliberate — an invoice should look the way it looked on the day it was issued. If it were rewritten, you would lose the accounting trail.

The reverse holds too: editing an invoice does not change the card in the address book. Fix a typo in an address on a document and the address book keeps the old one.

What issues a document#

Route When
By hand you, under Fakturace → Faktury
From an order the e-shop asks for a document
From a payment according to the payment status rules
On a schedule the recurring scheduler
  1. My companies — your company, a contact and a bank account.
  2. A number series — the mask and the period.
  3. Invoice types — invoice, credit note, proforma.
  4. A PDF layout — without one no PDF is produced; fill it in on both tabs, for a VAT-registered and a non-registered seller.
  5. Module settings — default seller, due period, VAT.
  6. A test invoice, checking the number, the PDF and the QR code came out.

Without a default seller, automatic invoicing silently skips

Documents from payments and from schedules need to know who they invoice on behalf of. With the setting missing, the payment is deferred to the next run — and stays that way indefinitely.

Amounts are calculated on the server#

You enter the price, quantity, VAT rate and discount. Everything else — the base, the VAT in money, the total — the system calculates itself on every save.

Totals cannot be overwritten

Even if something got into them, saving recalculates. That is right: a document whose total does not match its lines is worse than none.