{"id":915,"date":"2026-01-12T16:45:30","date_gmt":"2026-01-12T15:45:30","guid":{"rendered":"https:\/\/pba.top\/blog\/?p=915"},"modified":"2026-03-11T18:18:36","modified_gmt":"2026-03-11T17:18:36","slug":"how-to-create-an-invoice-2","status":"publish","type":"post","link":"https:\/\/pba.top\/blog\/?p=915","title":{"rendered":"HOW TO CREATE AN INVOICE"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"915\" class=\"elementor elementor-915\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-509f9463 e-flex e-con-boxed e-con e-parent\" data-id=\"509f9463\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a4ebd9c elementor-drop-cap-yes elementor-drop-cap-view-default elementor-widget elementor-widget-text-editor\" data-id=\"3a4ebd9c\" data-element_type=\"widget\" data-settings=\"{&quot;drop_cap&quot;:&quot;yes&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 26-05-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><strong>If you has not requested\u00a0access to the program yet, please submit your request following the instructions here:\u00a0<a href=\"https:\/\/pba.top\/blog\/?p=1334\">link<\/a><\/strong><\/p>\n<p>\u00a0<\/p>\n<p><strong>Short version<\/strong><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:list --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\"><!-- wp:list-item --><\/ul>\n<\/li>\n<\/ul>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Click <strong>Crear factura de venta<\/strong> on the main screen.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Select a client or create a new one by clicking <strong>Nuevo<\/strong> and completing the required fields (name\/company, address, postal code, city, country, NIF\/NIE).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Set <strong>Serie<\/strong> to <strong>Facturas Emitidas Clientes<\/strong>, <strong>Tipo<\/strong> to <strong>Factura<\/strong>, and specify the date and payment terms.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Add the items: quantity, product\/service, price, and IVA type.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>Review the draft using <strong>Vista previa de la factura<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><!-- wp:list-item --><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"wp-block-list\">\n<li>If everything is correct, click <strong>Imprimir<\/strong> (PDF\/print) or <strong>Enviar por email<\/strong>.\u00a0<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- \/wp:list --><!-- wp:paragraph --><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Complete Guide to Creating an Invoice<\/strong><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Important before starting work<\/strong><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>Before creating an invoice, it is important to remember one rule:<br \/>after clicking the <strong>imprimir<\/strong> or <strong>email<\/strong> button, the invoice can no longer be modified. Therefore, all data must be carefully checked before printing or sending it.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>How to create an invoice<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":916,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"538\" class=\"wp-image-916\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1-1024x538.jpg\" alt=\"\" srcset=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1-1024x538.jpg 1024w, https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1-300x158.jpg 300w, https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1-768x403.jpg 768w, https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1-1536x807.jpg 1536w, https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/111-1.jpg 1908w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p>After clicking the <strong>CREAR FACTURA DE VENTA<\/strong> button, the system opens a window to complete all the required details.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>The first step is related to selecting the client. In the <strong>Seleccionar cuenta<\/strong> field, you can choose an existing client or create a new one.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>To create a new client, double-click on the empty field and then click the <strong>Nuevo<\/strong> button. A window will open where you must enter the minimum required client details:<\/p>\n<p>\u00a0<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":917,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" class=\"alignnone wp-image-1240 size-full\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/02\/11111.gif\" alt=\"\" width=\"1278\" height=\"662\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p>\u00a0<\/p>\n<p>In the <strong>Nombre<\/strong> field, enter the first and last name or the company name.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>In the <strong>Direcci\u00f3n<\/strong> field, enter the street and house number.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>In the <strong>Codigo Postal<\/strong> field, enter the postal code.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Ciudad\/Provincia<\/strong> \u2013 city\/province.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Pais<\/strong> \u2013 country code.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>In the <strong>NIF\/NIE<\/strong> field, enter the client\u2019s tax or other identification number.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>To save the data, click <strong>Guardar<\/strong>.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>Next, the parameters of the invoice itself are completed.<\/p>\n<p>\u00a0<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":918,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" class=\"alignnone wp-image-1197\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/3.gif\" alt=\"\" width=\"701\" height=\"434\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p>\u00a0<\/p>\n<p>In the <strong>Serie<\/strong> field, use the value <strong>Facturas Emitidas A Clientes<\/strong>.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Tipo<\/strong> \u2013 invoice.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Fecha de facturaci\u00f3n<\/strong> \u2013 the system automatically sets the current date, but it can be changed if necessary.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Condici\u00f3n de Pago<\/strong> \u2013 payment terms can be selected.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Referencia<\/strong> and <strong>Descripci\u00f3n<\/strong> are optional.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>After this, you can proceed to describing the goods or services<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":919,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p><strong>Cantidad<\/strong> \u2013 enter the quantity.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Art\u00edculo<\/strong> \u2013 the product or service from the list of available items. In the displayed line, you can enter your own description.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>Precio<\/strong> \u2013 enter the price per unit.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p><strong>IVA<\/strong> \u2013 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: <a href=\"https:\/\/pba.top\/blog\/?p=977\">link<\/a>.<\/p>\n<p>\u00a0<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":920,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1207 size-full\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/5.gif\" alt=\"\" width=\"1097\" height=\"456\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p>At the very bottom of the invoice, there is a text field for notes. In this field, you can enter additional comments.<\/p>\n<p>\u00a0<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":921,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1253 size-full\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/02\/11112.gif\" alt=\"\" width=\"1104\" height=\"710\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p>Before sending the invoice, it is always recommended to use the <strong>Vista Previa de la Factura<\/strong> 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.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>To register the invoice, two options are available. The <strong>Imprimir<\/strong> button allows you to save the document as a PDF or print it if necessary. The <strong>Enviar por Email<\/strong> button is intended for quickly sending the invoice to your client.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>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.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>Saved drafts can be viewed in <strong>ventas<\/strong>. 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.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>Deleting a draft is also done from this same section. Next to the draft, the delete function (<strong>eliminar<\/strong> 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.<\/p>\n<p>\u00a0<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:image {\"id\":922,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} --><\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1209 size-full\" src=\"https:\/\/pba.top\/blog\/wp-content\/uploads\/2026\/01\/7.gif\" alt=\"\" width=\"1563\" height=\"571\" \/><\/figure>\n<p><!-- \/wp:image --><!-- wp:paragraph --><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Important when finishing<\/strong><\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>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 <strong>Vista Previa de la Factura<\/strong> stage before final confirmation.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f91dfc7 e-flex e-con-boxed e-con e-parent\" data-id=\"f91dfc7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-210ff07 e-flex e-con-boxed e-con e-parent\" data-id=\"210ff07\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6a4391c e-flex e-con-boxed e-con e-parent\" data-id=\"6a4391c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>If you has not requested\u00a0access to the program yet, please submit your request following the instructions here:\u00a0link \u00a0 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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35,1],"tags":[],"class_list":["post-915","post","type-post","status-publish","format-standard","hentry","category-tutorials","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/posts\/915","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=915"}],"version-history":[{"count":69,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/posts\/915\/revisions"}],"predecessor-version":[{"id":1738,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=\/wp\/v2\/posts\/915\/revisions\/1738"}],"wp:attachment":[{"href":"https:\/\/pba.top\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pba.top\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}