Sales invoices

Where to find Sales Invoices

1. On your sidebar, go to Finance → Sales
2. Go to Sales Invoices tab
3. Click on the proper invoice in the table to see the Invoice detail page.

Invoice detail page

From invoice detail page, user can:

For issued invoices:

• See related documents (invoice)
• Create credit note
• Copy: company name, billing details, VAT number, invoice number

For draft invoices:

• Edit invoice draft
• Delete invoice draft

How to edit a sales invoice 

There are two ways to edit a sales invoice:

• Clicking on the invoice's three dots (…) → Edit draft in the data collection table
• By clicking on the Edit Draft button within the project

After making any changes, you can choose to Save Draft or Issue Invoice.

How to create a Sales Invoice

Create effortless invoices on the fly. An invoice can be created by following the next steps:

1. In your sidebar, go to Finance → Sales 
2. Access the Sales Invoices tab 
3. Click on + New Invoice
4. Fill your invoice data
   • Template
   • Serial sequence:  you select a serial sequence or create a new one if you want
   • Operation date: date of the document
   • Due date: due date of the invoice
   • Issuer: Legal entity name Bill to: 
   • Recipient: The selector shows both clients and vendors.
   • Project (optional)
   • Currency: specify the currency of the operation
   • Line item: Items and/or services detail provided by the legal entity.
   • Discount %: Global commercial discount on invoice
   • Retention (only Spain): Withholding amount
     • Tax rate
   • Custom elements: Add business operations and other info in the document.
     • Memo
     • Footer
5. Click on Save draft if you want to keep the work for next editions work or just click on Issue invoice

How to export sales invoices list

1. Go to the Sales invoices section
2. Click three dots icon (…) in the top right corner
3. Select Export data
4. Choose the desired format, set necessary filters, and customise export column names to suit your requirements
5. Click on Save

How to activate Verifactu?

1. You will see a banner in the sales invoices section that will redirect you to the settings page so you can activate the Legal Entities for which you want to enable Verifactu

   

2. In the Settings section, you will need to activate the Legal entity where you want to use Verifactu 

   

3. Once this is done, you will immediately be redirected to complete a form. Fill it out and submit it
4. You will be asked to download a file. Download it, sign it, and upload it again. 

   

Once completed, within a few minutes you will be able to issue invoices to Verifactu. 

Quotes

Where to find Quotes

1. On your sidebar, go to Finance → Sales
2. Access the Quotes tab

How to create a Quote

Boost your business with professional Quotes. Now you can track business opportunities and finalize the process with a sales invoice.

1. On your sidebar, go to Finance → Sales 
2. Access the Quotes tab 
3. Click on + Create Quote 
4. Select:
   • Name
   • Quote for
     • Product
     • Time and materials
   • Click New quote to confirm
   • Within the quote, access the Quote details tab to fill
     • Basic information
       • Name
       • Number
       • Issue date
       • Expiration date
       • Description
     • Issuer and financial settings
       • Issuer legal identity
       • Legal entity currency
       • Quote currency
     • Customise your document
       • Template
       • Memo
       • Footer
     • Management
       • Status
       • Quote for
     • Client and deal
       • Client
       • Deal
       • Estimated deal value
       • Estimated deal close date
       • Option to be redirected to Edit deal
5. Click on Save or Discard.

How to edit a quote 

1. Go to a specific quote draft that should be edited
2. lick on the three dots icon (…)
3. Click on Edit quote 

 

If you have Verifactu enabled:

• Item entry: If Verifactu is activated, you’ll see 4 options to choose the type of transaction: 

  

  

  And several options to select which type of item it applies to: 

  

  

  Additionally, a new concept called Tax Fields has been added, where you must select the corresponding tax regime. 

  

If you have any questions about any of these points, contact your tax advisor

 

 

Corrective Invoice

Process to cancel an invoice issued with Verifactu. You can cancel the invoice directly from the invoice itself, and a new invoice with a negative amount will be automatically generated.

What information appears when I access the view of a specific invoice with Verifactu?

You will see the activity log, where you can track all the steps of the invoice — from when it is created, to when it is recorded, sent to the Tax Agency, etc.

In the Documents tab, you will find the invoice ready to be sent to the customer, including the QR code.

Sales invoices in Projects

How to create a Sales Invoice from Projects

As a project owner, if you need to track sales to your delivered projects, now is possible to do that in Factorial.

From Projects

Check this article to learn how to create a Sales invoice from Projects

From Sales

1. In your sidebar, go to Sales 
2. Access the Sales invoices tab 
3. Create an invoice as before
4. Select a project
5. Fill your invoice data
6. Click on Save draft if you want to keep the work for next editions work or just click on Issue invoice.