Invoicing documents
Receipts and payments
Customers and product catalogue
Billing settings
Reports
e-Factura and SPV
Practical example
Companie U2 SRL invoices two hours of consultancy at RON 250 per hour, with no VAT in this example. In Billing, prepare a RON 500 draft, check it and issue it. If Atelier U2 SRL pays RON 300, record the receipt separately; outstanding amount = 500 − 300 = RON 200. The pro forma invoice and draft are not added to the issued invoice’s value.
Frequently asked questions and solutions
The invoice is issued, but the customer still shows as unpaid. What should I check?
Issuing sets the invoiced amount; payment must be recorded and allocated. Open the invoice in Issued documents, use Issue receipt and enter the actual amount received, date and method from the payment evidence. Then check the outstanding amount. If the receipt already exists, check its allocation before creating another.
The customer says they did not receive the invoice. What should I check?
Find the document in Issued documents and check the recipient’s address and sending result. If it is still in Drafts, check and issue it before sending. Resend the existing invoice when needed; do not issue a new one for the same sale.