Invoice from a receipt
Beginner 10 min Updated 22 May 2026
Invoicing from the cash register is based on an order already recorded (often after Customer debit and one or more payments — see Collect with multiple payment methods).
From the short receipt, the Invoice button opens the invoice editor. After saving, the envelope button lets you email the invoice as a PDF.
Note: each email send triggers a new print and may create a traceable duplicate (especially under NF525). Avoid unnecessary repeat sends.
For invoicing, the regime applied is VAT on debits only (wording: Payment of VAT according to debits).
Procedure
- Complete the sale and payments (Customer debit, short receipt, Payment, close the payment screen).
- From the short receipt, click Invoice.
- Enter invoice number (if required), customer name, email, address, postal code, and city (mandatory under NF525 for Pending or Paid statuses).
- Choose status (Pending, Paid, etc.) and date. Confirm or cancel if a warning shows a date different from today.
- Save the invoice.
- For email: envelope button, valid address, optional message, confirm. A draft (open) may ask for confirmation before sending.
NF525 rules when saving
When NF525 is enabled and status is Pending or Paid:
| Condition | Behavior |
|---|---|
| NF525 opt-in date after invoice date | Message: invoice not NF525-certified for this reason |
| Invoice date ≠ current day | Warning before continuing |
| Customer address | Address, postal code, and city required |
| Business customer | VAT number required, or individual checkbox |
| Name and number | Customer name and invoice id required for full save |
Common issues
- Save refused: check name, number, address, business VAT, date vs NF525 opt-in.
- Send refused: email address, non-empty invoice; avoid multiple sends (duplicates).
For an invoice created from Finances, see Create a quote or invoice. To correct an issued invoice: Issue a credit note.
