Short version
- Click Crear factura de venta on the main screen.
- Select a client or create a new one by clicking Nuevo and completing the required fields (name/company, address, postal code, city, country, NIF/NIE).
- Set Serie to Facturas Emitidas Clientes, Tipo to Factura, and specify the date and payment terms.
- Add the items: quantity, product/service, price, and IVA type.
- Review the draft using Vista previa de la factura.
- If everything is correct, click Imprimir (PDF/print) or Enviar por email.
Complete Guide to Creating an Invoice
Important before starting work
Before creating an invoice, it is important to remember one rule:
after clicking the imprimir or email button, the invoice can no longer be modified. Therefore, all data must be carefully checked before printing or sending it.
How to create an invoice
After clicking the CREAR FACTURA DE VENTA button, the system opens a window to complete all the required details.
The first step is related to selecting the client. In the Seleccionar cuenta field, you can choose an existing client or create a new one.
To create a new client, double-click on the empty field and then click the Nuevo button. A window will open where you must enter the minimum required client details:
In the Nombre field, enter the first and last name or the company name.
In the Dirección field, enter the street and house number.
In the Codigo Postal field, enter the postal code.
Ciudad/Provincia – city/province.
Pais – country code.
In the NIF/NIE field, enter the client’s tax or other identification number.
To save the data, click Guardar.
Next, the parameters of the invoice itself are completed.
In the Serie field, use the value Facturas Emitidas A Clientes.
Tipo – invoice.
Fecha de facturación – the system automatically sets the current date, but it can be changed if necessary.
Condición de Pago – payment terms can be selected.
Referencia and Descripción are optional.
After this, you can proceed to describing the goods or services.
Cantidad – enter the quantity.
Artículo – the product or service from the list of available items. In the displayed line, you can enter your own description.
Precio – enter the price per unit.
IVA – the VAT type applicable to the specific situation. If you have doubts about selecting the correct VAT code, please read our article, which explains in detail the possible VAT (IVA) rates: link.
At the very bottom of the invoice, there is a text field for notes. In this field, you can enter additional comments.
Before sending the invoice, it is always recommended to use the Vista Previa de la Factura function. This is a preview that allows you to check the accuracy of all data: amounts, tax rates, client details, and item descriptions. If everything is correct, the invoice can be registered.
To register the invoice, two options are available. The Imprimir button allows you to save the document as a PDF or print it if necessary. The Enviar por Email button is intended for quickly sending the invoice to your client.
Draft documents are saved automatically if the process of uploading or filling in the form has been started but not completed. This allows you to return to the document later and continue working without re-entering the data.
Saved drafts can be viewed in ventas. Within this section, a list of clients is displayed. These documents have not been submitted for processing and are not included in the accounting records until they are finally confirmed.
Deleting a draft is also done from this same section. Next to the draft, the delete function (eliminar button) is available. After deletion, the document completely disappears from the list and cannot be recovered. If a draft is no longer needed or was created by mistake, it is recommended to delete it to avoid confusion with active documents.
Important when finishing
After saving the invoice, it cannot be modified. Any error will require creating a special invoice to cancel the previous one. Therefore, it is very important to carefully review the document at the Vista Previa de la Factura stage before final confirmation.