Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare verified contracts and instalments due in the selected month.
Completing and checking data
- Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication.
- Select the month and year and check ‘Instalments ready for invoice generation’. Compare the date, due date, invoiced amount, penalties and ‘Imported’ status with the contract.
- Use ‘Generate’ only for the verified instalment, then ‘Open invoice’ and review the draft. Generation neither issues nor automatically sends the invoice; finalize through the workflow available to your role.
- Continue to the related records and compare dates and values. For corrections, retain the document and check previously confirmed effects separately.
The transaction can be traced to its document and result in the related records.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
For the RON 1,000 instalment due in September, check the contract and any already-linked invoice. Prepare the document once, check the draft and issue after review. Repeating generation without checking the link may duplicate invoicing.
Frequently asked questions and solutions
The transaction has incorrect details or values.
Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation.
An invoice exists, but the order is incomplete. What should I check?
Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice may cover only one instalment. Also check invoices already generated before repeating; keep quantities remaining to deliver or invoice separate.