Create a quote or invoice

A video tutorial walks through creating a quote or invoice in Activiteez: https://youtu.be/XcJjvgnVnxA.

A new invoice from Finances starts as a provisional document (draft / open): you can edit the header and lines until the document is issued for tax purposes.

With NF525, moving to Pending or Paid locks the invoice: it can no longer be edited or deleted like a draft. Any correction requires a credit note.

Procedure

1. Finances → Invoices → New invoice (or equivalent).
2. Fill in the header: customer, label, date. After changes, a unique invoice number is usually required when you save.
3. Add lines (description, quantities, price, VAT).
4. Save: the invoice stays provisional until it is “issued”. A draft can still be deleted if the interface offers that option.
5. Before NF525 (statuses Pending or Paid), complete:
   • customer name;
   • address, postal code, city;
   • VAT number for a business customer, or check individual;
   • date compatible with your NF525 opt-in and any alerts (date ≠ current day).
6. Choose Pending or Paid, then save: the invoice enters NF525 mode (if your account is eligible).

Common issues

• Cannot switch to Pending / Paid: messages about address, VAT, date — see also Invoice from a receipt (NF525 table).
• Correction after issue: Issue a credit note, not deletion.
• Unneeded draft: delete while the invoice is still provisional.