π§Ύ Invoices
In 30 seconds
- You issue legally valid invoices to your customers: numbered, archived and in the digital format each country's rules require.
- An invoice is always created from an order, and it's worked on in that order's Invoices tab.
- In the menu, Invoices (under Quotes) is the list of all of them.
- It depends on your country and your plan, and it's activated by the Owner.
Don't confuse it with a quote's PDF, which isn't an invoice and always says so at the foot (The PDF and its versions), nor with what you pay BolloPrint for your plan, which is managed in My account (Subscription and billing).
The life of an invoice
Loading diagramβ¦
The draft is yours alone and can be deleted; once you issue it, the invoice can no longer be edited or deleted.
Is it available?
Can you invoice in your country yet?
Check the list in Countries available.
| It depends on | If it isn't met⦠|
|---|---|
| Your country. It opens country by country, because each one has its own rules. | You don't see anything: neither the Invoices menu, nor the order's tab, nor the section in Settings. It isn't blocked: it just doesn't exist in your country yet. |
| Your plan. Pro (100 invoices a month), Max (300 a month) and Business (tailored). | You see everything, but locked, with the notice βYour plan does not include invoicingβ: activating, creating and issuing are closed. |
If you ever activated invoicing, you keep seeing it always, whatever happens to your plan, so you don't lose your invoices.
If it isn't active yet, the Owner activates it: Setting up invoicing.
How many invoices you have left this month
In Settings β Workshop β Invoicing, Invoices this month shows what you've issued against your plan (β12 of 100 issuedβ) and β88 left Β· renews on β¦β. Invoices and credit notes count; drafts don't.
| If you reach⦠| What happens |
|---|---|
| 80% | The bar turns amber and, when you issue, it warns you that you're getting close to the limit. |
| 100% | In red: You have used up this month's invoices. You can't issue more until the renewal day. Ways out: Upgrade plan in My account or, if it's a one-off peak, Write to us. |
In this section
- Creating and issuing an invoice: from the order to the draft, the preview and issuing.
- Selling without VAT: sales to EU businesses, exports and exemptions.
- Getting paid, correcting and sending: payment, the credit note and the email to the customer.
- Your invoices: the list, downloading them all and where they're kept.
Who can do what?
| Action | Read-only | Worker | Admin | Owner |
|---|---|---|---|---|
| View invoices and download their PDF | β | β | β | β |
| Create and issue invoices | β | β | β | β |
| Correct, send and mark as paid | β | β | β | β |
| Activate or deactivate invoicing | β | β | β | β |