Outgoing invoices

This manual is divided into the following thematic sections:

Before you start issuing documents in wflow, check or set the following data.

Organization profile

Before you can issue invoices in wflow, you must fill out information about your organization in Settings -> Organization Profile.

Document numbering

It is necessary to create at least one number series for outgoing invoices, under which the invoices will be created and archived.

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In the "Registers administration -> Automatic document numbering - Sequences" section, add a new number series for outgoing invoices.

The number sequence consists of a fixed part, which can be on the left or right, and a counter aligned to any number of digits.

For example, if you choose to put the fixed part "26VF" on the left, alignment to 4 digits and the counter field to 0, the first created outgoing invoice will be marked with the number 26VF0001.

Next, you also need to check whether you have created and correctly set up the document type for Outgoing Invoices. In the Settings section, go to the "Document types" subsection.

The document kind must be Outgoing invoice and the creation method set to Manual document creation.

Issuing an invoice

Now you can create your first outgoing invoice.

​In the relevant Document Type, click on Add Document and after selecting the Invoice Type, a window will appear for selecting the customer, number series, and other basic information.

The system will automatically redirect you to the invoice detail, where you can add items (based on which the VAT recapitulation will be automatically calculated) and other necessary data or details.

After you fill out all necessary information, you will be able to create the invoice with the blue Create an invoice button.

Next, select Print template for this invoice and generate the document.

The choice of print template will affect the appearance of the PDF and possibly the language of the document. Then, click on Generate.

The document detail will be displayed. Here, you can check if all the data is correct and then confirm the document in the upper right corner.

The invoice can be downloaded in PDF format, or it can be sent directly from wflow to the customer.

Invoice revision

In case the invoice is confirmed by mistake, or if the data on the document needs to be changed, clicking the revise button will let you edit the data in the document again.

Important: The document cannot be revised if it is locked or in the approval process.