Module settings#
Defaults and automation. Find them under Fakturace → Nastavení.
The default seller#
Three fields — company, contact and bank account — decide who the automation invoices on behalf of.
Without them automatic documents are not issued
An invoice from a payment or from a schedule has nowhere to take the seller from. Nothing is reported, it is just tried again next time. Fill in all three.
Defaults for new invoices#
| Setting | Purpose |
|---|---|
| Due period in days | added to the issue date |
| Default VAT rate | pre-filled on items |
| Default unit | pcs, hr, month |
| Default number series | used when a document type has none of its own |
| Default product type, user type, language | filled in when the PDF layout axes cannot be established anywhere else |
Set the due period to how you invoice most often
It can be overwritten on an individual document. A pre-filled value is there to save work in the ordinary case, not to cover the exceptions.
What here is only a safety net#
Most values on this screen are the last link in a chain. Before reaching for them, the system tries closer and more specific places:
| Value | Where it is taken from first |
|---|---|
| Payment region | the customer card, the Fakturační profil section |
| Language | a manual choice on the invoice → the customer → the payment region |
| VAT rate | the individual item → the customer |
| Product type | for paid services, the tariff the customer bought |
The most ordinary value belongs here, not the exception
Exceptions are settled on the customer or on a particular document. Fill in what holds when nobody has set anything special.
The PDF page layout#
Which page layout is used for documents. Without it no PDF is produced — see PDF layouts.
Automatic sending by email#
Sends the document as soon as it is issued.
Turn this on only after a test document
Before starting the automation, go through one invoice — number, amounts, PDF, email text. A sent document cannot be taken back.
Automatic invoicing from payments#
The module's main switch. With it on, a received payment asks for a document.
Rules by payment status#
Each payment status is assigned the document type to be issued.
One status = at most one document type
The system enforces it. If you want both a regular invoice and a credit note for a payment, those are two different statuses.
When no document is issued#
The system distinguishes two kinds of trouble:
| Kind | What it does |
|---|---|
| Transient | a missing default seller or series → the payment is retried next run |
| Permanent | the rule points at a deleted type, a credit note has no source → the payment is cleared without a document and flagged for manual resolution |
A permanent error means a payment with no invoice
The system deliberately lets it through so it does not block the rest. Check the error list — otherwise you find the missing documents at closing.
Some currencies are deliberately not invoiced
Credits and internal currencies carry a flag that no document is issued from them. That is not a fault.
Batch size#
How many payments and how many schedules are processed per run. The rest come up on the next one.
Lower it when a run takes long
Better to process fifty at a time more often than five hundred once and risk being interrupted midway.