Module settings#
Defaults and automation. Find them under Fakturace → Nastavení (Invoicing → Settings).
The page is split into the tabs Basic settings, Automatic invoices from payments and Documents by payment status. The last tab appears only when the system has the list of payment statuses the rules can be set for. All the tabs are saved with one shared button below the form, so you save the changes from all of them at once. After saving you stay on the tab you were working on.
Basic settings#
| Setting | Purpose |
|---|---|
| Default unit | the unit pre-filled on items (pcs, hr, month) |
| Due period (days) | number of days from invoice issue to the due date |
| Max. schedules per cron run | how many due schedules one generator run processes; empty = 10 |
| Max. payments per cron run | how many payments one run of the document-from-payment generator processes; empty = 10 |
| Invoice PDF appearance | the page layout (CSS and arrangement) of generated PDF documents, independent of document type; empty = default (Classic). The field appears only when the list of PDF layouts is available |
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.
The PDF layout#
Invoice PDF appearance decides which page layout is used for documents — see PDF layouts.
Batch size#
Max. schedules per cron run and Max. payments per cron run decide how many schedules and how many payments 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.
Automatic invoices from payments#
Issue invoice automatically after payment is settled is the module's main switch. With it on, a payment that moves to the "paid" status asks for a document (number, PDF, QR code). Off: nothing is issued.
The default seller#
| Setting | Purpose |
|---|---|
| Seller (supplier) | a company from the billing address book; its details and bank account are filled into the invoice |
| Seller contact (ID) | optional — the ID of a specific seller contact; empty = the first contact |
| Seller bank account (ID) | optional — the ID of a specific seller account; empty = the first account |
Without a seller, 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 at least the seller; the contact and account only when the first one in order should not be used.
Defaults for new invoices#
| Setting | Purpose |
|---|---|
| Number series | used when a document type has none of its own |
| Product type | filled in when the PDF layout axes cannot be established anywhere else |
| User type | the same for the user type |
| Invoice language | the document language when it cannot be established elsewhere; empty = default |
| Default VAT (%) | the VAT rate on the lines of an automatic invoice; applies only to VAT payers. May be decimal (5,5), 0 to 100 |
What here is only a safety net#
Most values in this tab 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.
Sending by email#
Send invoice to customer by e-mail: after generation, the invoice PDF is sent to the customer's e-mail.
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.
Documents by payment status#
For each payment status you select here the document type to be issued automatically. An empty selection (—) means nothing is issued for that status. The status names come from the payment status list.
One status = at most one document type
For each status only one type can be selected, not several. If you want both a regular invoice and a credit note for a payment, those are two different statuses — set the regular invoice on "Paid" and the credit note on "Refunded".
The document kind (regular invoice, credit note) and its number series are determined by the invoice type (Invoicing → Invoice types). The Number series from the Automatic invoices from payments tab is only a fallback for types without a series of their own.
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.