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Create an invoice

The complete form, from choosing the customer to saving: lines, VAT regimes, Advanced mode, notes and totals.

Updated on 06/10/2026 Edit this page Open in the full documentation

The New invoice form opens with Create from the invoice list. The same screen serves the other document types; only the label of the third party and a few fields change. It is made up of the General information, « Lignes du document » (document lines) and « Notes et conditions » (notes and terms) cards, plus a Summary that follows as you scroll.

The form at desktop width, summary on the right
  1. Choose the customer.
  2. Add the invoice lines.
  3. The summary is recomputed on every change.
  4. Save the invoice.
  5. A confirmation appears.

What you will do

  • Choose or create the customer, with VIES verification.
  • Set the number, the dates and the VAT regime.
  • Enter the lines from the catalogue or as free text.
  • Save, or save and send.

General information

  1. Customer: type a name, a VAT number, an email or a town in Search a client.... The button on the right opens New customer.
  2. Number: proposed automatically, editable as long as it stays unique.
  3. Issue date (required) and Due date. The Terms selector calculates the due date: « À réception » (on receipt), 7 to 90 days or « Libre » (custom); 30 days by default.
  4. « Objet / Référence » (subject / reference), Currency (EUR, USD, GBP, CHF) and Structured Communication, generated read-only.
  5. The switches « Envoyer par e-mail après enregistrement » (send by email after saving) and, if the customer has a Peppol identifier, « Envoyer via Peppol après enregistrement » (send via Peppol after saving).

Create the customer without leaving the form

The New customer window after VIES verification
  1. Open customer creation next to the customer field.
  2. The window opens without leaving the invoice.
  3. Enter the company's VAT number.
  4. Run the VIES check.
  5. VIES confirms the number.
  6. Company and address are filled in and locked.

The New customer window has two tabs, Company and Individual. For a company, enter the VAT number and click Check: the company name and address are filled in from VIES and locked; Edit unlocks them. If the number already exists, a panel offers « Ouvrir la fiche » (open record) or « Utiliser ce client » (use this customer). Complete Email, Phone, Language, VAT regime, then « Créer le client » (create customer). For an individual, First name and Last name are required. See VIES verification.

VAT regime

In « Avancé » (advanced) mode, the VAT regime block appears under the document templates, "inherited from the customer by default, editable per document":

Regime Effect
VAT applicable Normal rates on each line.
« TVA en autoliquidation » (reverse-charge VAT) VAT not invoiced, payable by the customer (co-contractor).
« TVA intracommunautaire » (intra-Community VAT) Exemption for a VAT-registered customer in another EU country.
« Exonéré de TVA » (VAT exempt) Exempt customer or activity.
The VAT regime block with an exempt regime, the legal article and the printed wording
  1. The block appears in advanced mode, inherited from the customer.
  2. Choose the regime for this document.
  3. Select the legal article that justifies the exemption.
  4. The statement is printed on the PDF and the lines switch to 0%.

For regimes without VAT, choose the « Article légal » (legal article), for example Art. 44 §1 of the Belgian VAT Code; the « Mention légale (imprimée sur le document) » (legal wording printed on the document) is filled in and remains editable. "Lines switch to 0% VAT; the wording appears in the summary and on the PDF."

Document lines

The four kinds of lines: product, title, free text and page break
  1. A product line carries quantity, price and VAT.
  2. The buttons under the table add the other kinds of rows.
  3. A section title groups the lines that follow.
  4. Free text adds an explanation without an amount.
  5. A page break starts a new page on the PDF.

The Add button offers four kinds of lines:

Line Use
« Ligne produit / service » (product / service line) A priced line: label, quantity, price, VAT.
« Titre de section » (section title) Groups the lines that follow (Labour, Supplies...).
« Texte libre » (free text) Formatted paragraph printed between the lines.
Page break New page on the PDF.

In « Produit / Description » (product / description), type a label: the list offers « Produit libre "..." » (free product) to keep your text, or a catalogue product that fills in the price and VAT.

The product search: free line or catalogue product
  1. Type a label in the product search.
  2. The list immediately offers two choices.
  3. The free product keeps your text as typed.
  4. A catalogue product fills in price and VAT.

The columns are Qty, « Prix unitaire HT » (unit price excl. VAT), VAT and Total excl. tax, with the amount including VAT shown under the total. « Avancé » (advanced) mode adds « Unité » (unit) and « Remise % » (discount %), as well as an Overall discount in % or in €, spread over each line with « Appliquer à toutes les lignes » (apply to all lines). Shortcuts: Tab next cell, Enter new line, ⌘Enter save.

The line menu lets you duplicate the line, insert a line, a title or a page break, and delete it. The eye icon opens the « Champs avancés » (advanced fields): « Description détaillée » (detailed description) with the text editor (bold, italic, lists, alignment, link), « Code comptable (PCMN) » (accounting code), Purchase price excl. VAT for the margin, Purchase category, « Note interne de ligne » (line internal note) and « Masquer sur le PDF » (hide on PDF).

Simple or Advanced

The « Simple » (simple) / « Avancé » (advanced) switch is remembered. « Simple » keeps the essentials. « Avancé » additionally shows « Langue du document » (document language), Bank account, Document Template (A4 Model 1 to 6), the VAT regime block, the « Unité » (unit) and « Remise % » (discount %) columns, the Overall discount and the « Titre de section » (section title), « Texte libre » (free text) and Page break buttons. The form switches to « Avancé » by itself when an existing document contains these elements.

Notes, summary and saving

The « Notes et conditions » (notes and terms) card contains « Notes (visibles sur le document) » (notes visible on the document), the Internal note ("Not visible to the recipient") and the General Terms (footer defined in the document settings).

The Summary shows Subtotal excl. VAT, Discounts, « Net HT » (net excl. VAT), the VAT per rate, Total VAT and TOTAL incl. VAT, then « Enregistrer et envoyer » (save and send), Save and Cancel. A Draft badge appears as soon as you start typing: the draft is saved locally every ten seconds and offered again on reopening for seven days. The blocking checks are "Missing label.", "Quantity ≥ 1 required by the API.", "Negative price.", "PCMN code: 4 to 8 digits." and "The due date precedes the issue date."

On a phone

The form at phone width

The fields stack in a single column, each line becomes a « Ligne 1 » (line 1), « Ligne 2 » (line 2) card with its fields under the label, and the summary moves below the notes.

Warning

The fields marked Web are not yet saved by the mobile API: « Langue du document » (document language), Bank account, Document Template, Purchase category, Internal note, General Terms, the « Titre de section » (section title), « Texte libre » (free text) and Page break lines, and in the advanced fields « Code comptable (PCMN) » (accounting code), Purchase price excl. VAT, Purchase category, « Note interne de ligne » (line internal note) and « Masquer sur le PDF » (hide on PDF). They stay in the local draft; only the « Description détaillée » (detailed description) is sent after saving. The API also refuses a quantity below 1 and a negative price. Finalise these elements in the web application.

See also