Print opens the document separately, preserving the page format and selected template. If the dialog does not open automatically, click Print on the document page. For a PDF open in a viewer, use its print command; on a phone, it may be in the share menu. Check the printer, paper size, orientation and pages before confirming.
Track receipt status and Outstanding amount for each invoice in Issued documents. Unpaid, Partially paid and Paid describe payment collection; SPV status describes submission to ANAF. An invoice accepted in SPV may still have money outstanding.
From Document details, in Document template, customise an issued invoice too: choose the template, colours, logo and language, then check the preview. Customisation changes the presentation; the number, dates, customer, items and tax amounts remain as issued. The downloaded PDF uses the saved customisation.
Optional fields appear on the invoice only when you fill them in at issue. Prepared by is not filled in automatically. Dispatch details and Receipt signature remain on every template. The issuer’s bank accounts appear beside the business details only if marked as visible on invoices in the business account. RO e-Factura details appear once submission or validation information exists.
To check a finalized document without downloading it, open its title in Issued documents on your phone or computer. The preview shows the issuer, client, dates, currency, totals and items so you can compare them with the displayed document.
From Menu, open Document details, print, share or download the document. For receipts, corrections and other operations, use actions available in the document list or page. Share opens your device’s options; Download saves the PDF separately.
With Signing access, Sign and Request signature are available for all document types, including delivery notes, goods receipt notes (NIR), consumption notes, receipts and payments. Sign opens the selected document to add your signature. In preview, Request signature prepares a PIN-protected link for the recipient; from the document page, it opens request preparation. Check document and recipient before sending. Signing uses a copy of the selected version and does not submit through SPV.
Open the Not sent or Sent status to check the legal deadline, received codes and SPV acceptance. For an eligible unsent document, Send now asks you to confirm the action. Check the document before confirming. Sent indicates upload; acceptance is confirmed separately by the ANAF response and acceptance date. If Acceptance not confirmed appears, check the response before sending again. An expired deadline or uncertain result can block another submission.
While ANAF processes a transport declaration, its details remain locked. If verification is incomplete, use Resume ANAF check for the same upload; the declaration is not resubmitted. If submission status is uncertain, first check ANAF for the operation. Enter vehicle-change time in Romanian time; the new registration number applies to the record after ANAF acceptance.
For a document with active transport, the e-Transport sheet opens the completed data. If information is missing or there is an error, the control displays the problem: open it to identify what needs completing or checking. Download PDF saves the sheet with the declarant, document, goods, route and ANAF responses; Print opens the same sheet for printing. To confirm declaration, check the ANAF response and UIT code in the sheet.
Credit note amounts retain their negative sign. Invoices, proformas and receipts remain separate; do not add them together to calculate revenue or the receivable balance.
Find the invoice and select the right documents
Deschide rândul de filtre din iconița Filtre. Primele două criterii disponibile apar direct; pentru căutare sau alt criteriu folosește + Adaugă filtrare. Caută după număr, serie, partener ori CUI. Căutarea acceptă fragmente; când introduci mai multe cuvinte, toate trebuie să apară în același rezultat. Căutarea și alegerile se aplică automat. × dinaintea numelui unui criteriu adăugat elimină numai filtrul respectiv. O nouă apăsare pe iconița Filtre ascunde rândul, iar filtrele rămân active. Pe telefon, rândul filtrelor se derulează orizontal, separat de lista documentelor. Sortarea și alegerea coloanelor rămân disponibile pentru organizarea listei.
Use Unpaid for invoices with an outstanding balance, Overdue for those past due, and Due in 7 days for invoices with a balance due from today through 7 days ahead, inclusive. Not sent to SPV and SPV errors help track submission; for an error, open the invoice and read the response before correction or resubmission. Check period and active filters if a document is missing.
The header checkbox selects visible rows only. Check the selection after changing page or filters. Use Copy or Export CSV for selected data. Share for multiple documents requires an available PDF for each and device support for sharing multiple files.
Receipts, credit notes and recurring invoices
Outstanding amount = max(Invoice total − Issued credit note amount − Allocated confirmed receipts, 0), in invoice currency. Credit note amount is the positive amount reducing the original invoice. The same receipt is deducted once, including when it also has bank confirmation. A receipt being prepared may reserve an amount but does not reduce the outstanding balance until confirmed; check existing reservations before preparing another receipt.
An invoice is overdue when it has an outstanding amount and a due date before the current day in Romania. An invoice due today is not yet overdue. The list period selects invoices by issue date; balances show their current position, including receipts and credit notes confirmed after the period.
Receive payment opens the form with the customer and invoice balance. Enter the amount actually received, date and method; then check the balance and proof of payment. For several invoices, use the Receipt form and check each allocation.
Credit prepares the document linked to the original invoice. Check the invoice, line items and quantities corrected before issuance. If Credit note in progress appears, continue the existing draft to avoid two corrections for the same transaction.
Recurrence creates a recurring invoice draft from the selected document. Check series, customer, line items, frequency and next issue date before enabling repeated issuance. Add note or Edit note retains team observations; they do not change amounts or appear in PDF or XML.
Track transport declared to ANAF
Check the ANAF response and UIT code; the upload index does not replace UIT. Keep the transport record and response. The QR code on a submitted transport record contains UIT, but scanning it does not confirm transport validity.
To change the vehicle, use Change vehicle within the permitted interval and before the new vehicle departs. At the end, in Confirm transport, choose Confirmed, Partially confirmed or Rejected. For confirmation, enter the actual Transport completion date and required observations. Track the ANAF response for each operation.
If submission has an uncertain result, check the operation in ANAF before repeating it. Only if absent, use Record check and allow resubmission. After UIT expiry, the correction allowed in Fluxe concerns only goods of a transport with confirmed completion; check the displayed deadline and details still editable.
Retain documents and check deletion
An issued invoice retains its tax content. Use the appropriate correction document; PDF customisation does not change the invoice. Issued invoices and credit notes cannot be deleted, including before SPV submission or from Trash. Signed documents are also protected against deletion.
When deletion is available, check the document before moving it to Trash. Permanently delete from Archive → Trash removes the document and associated files from the account without restoration. Download needed copies first and confirm with the responsible person that removal is allowed.
Related resources
Practical example
Companie U2 SRL are o factură de 500 lei, o încasare confirmată de 300 lei și o stornare emisă de 100 lei. Rest de încasat = 500 − 300 − 100 = 100 lei. Dacă scadența a fost ieri, cei 100 lei apar și la Restante; dacă scadența este în viitor, nu sunt restanți. O încasare de 50 lei aflată încă în pregătire nu reduce acest sold până la confirmare.
Frequently asked questions and solutions
The SPV status shows transmission has started. Has the invoice been accepted?
Follow the SPV status and final ANAF response for the exact invoice. A started or processing transmission does not prove acceptance. If it is rejected, read the response and correct it through the available workflow before retrying.
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.
Am pregătit încasarea, dar factura apare încă neîncasată. Ce verific?
Deschide încasarea existentă și verifică starea, dovada plății și suma alocată facturii. O sumă rezervată pentru o încasare în pregătire nu este încă o încasare confirmată. Finalizează operațiunea potrivit dovezii și verifică din nou restul; nu înregistra încă o dată aceeași plată.
Factura are sold, dar nu apare la Restante. De ce?
Compară scadența cu ziua curentă din România. O factură scadentă astăzi sau în viitor nu este restantă; o poți găsi la Neîncasate. Verifică și perioada emiterii, căutarea și celelalte filtre active.