Invoice Detail
Invoice detail is actually an invoice creation process that starts in the state ${colour}[#cfcf](Draft) and ends in the state ${colour}[#a3d900](Paid). We will now look at the different features of the invoice and the actions available depending on the state it is in
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When an invoice is in draft form, it means that it has not yet been issued: you must therefore enter all the relevant information to be able to issue an invoice. Let us now look in detail at how to enter invoice information.
In the top bar, general invoice information must be entered. By clicking on the pencil on the right, you can edit this information:
Invoice Number - you can edit the sequential number
Year - you can edit the year
Date of Issue - you can edit the date of issue
Univocal Code - you can change the unique code for electronic invoicing (not recommended)
The actions available for this invoice status are managed in the top bar: Edit (you can edit the general information of the invoice), Delete (you can permanently delete the invoice) and Emit Invoice (issues the invoice and advances it to the status of ${color}[#7575](Ready)).
In the information box you need to enter your and your customer's billing information. Click on the pencil to enter all required information (address, VAT number, etc.). Once you have entered all the necessary information, a label OK will appear on the box.
Enter your billing information in your personal profile and your customer information in the customer master: this way you do not have to enter the information every time you issue an invoice.
In this box you can enter a description of the invoiced work.
In this box you can enter all cost items to be put on the invoice and you can decide whether or not to make the cost per hour explicit. You can enter cost items of 3 types:
Directly invoice a work unit - this is one of the coolest features of Taskomat™, as it allows you to automatically add all the work units you have worked on to your invoice, correctly budgeted
Generic cost items - you can enter arbitrary cost items.
Non-taxable cost items - you can enter arbitrary non-taxable cost items (e.g. reimbursements)
In this box you will find a summary of the taxes applied to the taxable amount. In addition, you can change your billing configuration (ordinary regime, flat-rate regime, separate management, stamp duty, etc.).
Enter your invoicing configuration in your personal profile: this way, you will not have to enter the information every time you issue an invoice. In any case, you will find the possibility to change it on every invoice.
In this box you will have to enter your payment instructions and date. If you enter your IBAN in your profile, you will not have to re-enter it each time.
In this box you can enter extra textual content (e.g.: apostilles, clauses, specifications, etc.)
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When you click on Emit Invoice in the top bar, the invoice changes status from ${color}[#cfcf](Draft) to Ready. In this state, the invoice is ready to be sent to the customer and uploaded to an interchange system (for those with electronic invoicing obligations).
In this state, the invoice is defined, if you want to edit it, there is the Back to Draft action. Let us see in detail all the available actions:
Back to Draft - allows you to go back to the draft status and edit the invoice data
Download PDF - allows you to download a PDF version of the invoice
Download XML - allows you to download the certified XML version for electronic invoicing
Send to Client - sends an email to the client with the invoice in PDF directly from Taskomat™.
Mark as Sent - allows you to mark the invoice as sent, if you do not use the previous action
Mark as Paid - marks the invoice as paid
Delete - deletes the invoice permanently
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When you click Send to customer or mark as sent, the invoice changes status from ${color}[#7575](Ready) to Sent. In this state, the invoice has been delivered to the customer and is waiting to be paid.
Let's look in detail at all the available actions:
Back to draft - allows you to go back to the draft status and edit your invoice data
Download PDF - allows you to download a PDF version of the invoice
Download XML - allows you to download the certified XML version for electronic invoicing
Send Reminder - sends a reminder email to the client directly from Taskomat™.
Mark as Paid - allows you to mark the invoice as paid
Delete - deletes the invoice permanently
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When you click on mark as paid, the invoice changes status from Sent to Paid. In this state, the invoice has been paid by the customer and has in fact completed its cycle.
Let's look at all available actions in detail:
Download PDF - allows you to download a PDF version of the invoice.
Download XML - allows you to download the certified XML version for electronic invoicing
Mark as Unpaid - allows you to mark the invoice as unpaid and return to the Sent status
Delete - deletes the invoice permanently
.
➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call
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Draft ○
When an invoice is in draft form, it means that it has not yet been issued: you must therefore enter all the relevant information to be able to issue an invoice. Let us now look in detail at how to enter invoice information.
Top Bar
In the top bar, general invoice information must be entered. By clicking on the pencil on the right, you can edit this information:
Invoice Number - you can edit the sequential number
Year - you can edit the year
Date of Issue - you can edit the date of issue
Univocal Code - you can change the unique code for electronic invoicing (not recommended)
The actions available for this invoice status are managed in the top bar: Edit (you can edit the general information of the invoice), Delete (you can permanently delete the invoice) and Emit Invoice (issues the invoice and advances it to the status of ${color}[#7575](Ready)).
Information Box
In the information box you need to enter your and your customer's billing information. Click on the pencil to enter all required information (address, VAT number, etc.). Once you have entered all the necessary information, a label OK will appear on the box.
Enter your billing information in your personal profile and your customer information in the customer master: this way you do not have to enter the information every time you issue an invoice.
Description box
In this box you can enter a description of the invoiced work.
Cost description box
In this box you can enter all cost items to be put on the invoice and you can decide whether or not to make the cost per hour explicit. You can enter cost items of 3 types:
Directly invoice a work unit - this is one of the coolest features of Taskomat™, as it allows you to automatically add all the work units you have worked on to your invoice, correctly budgeted
Generic cost items - you can enter arbitrary cost items.
Non-taxable cost items - you can enter arbitrary non-taxable cost items (e.g. reimbursements)
Tax Summary Box
In this box you will find a summary of the taxes applied to the taxable amount. In addition, you can change your billing configuration (ordinary regime, flat-rate regime, separate management, stamp duty, etc.).
Enter your invoicing configuration in your personal profile: this way, you will not have to enter the information every time you issue an invoice. In any case, you will find the possibility to change it on every invoice.
Payment Instructions Box
In this box you will have to enter your payment instructions and date. If you enter your IBAN in your profile, you will not have to re-enter it each time.
Box Other
In this box you can enter extra textual content (e.g.: apostilles, clauses, specifications, etc.)
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Ready ●
When you click on Emit Invoice in the top bar, the invoice changes status from ${color}[#cfcf](Draft) to Ready. In this state, the invoice is ready to be sent to the customer and uploaded to an interchange system (for those with electronic invoicing obligations).
In this state, the invoice is defined, if you want to edit it, there is the Back to Draft action. Let us see in detail all the available actions:
Back to Draft - allows you to go back to the draft status and edit the invoice data
Download PDF - allows you to download a PDF version of the invoice
Download XML - allows you to download the certified XML version for electronic invoicing
Send to Client - sends an email to the client with the invoice in PDF directly from Taskomat™.
Mark as Sent - allows you to mark the invoice as sent, if you do not use the previous action
Mark as Paid - marks the invoice as paid
Delete - deletes the invoice permanently
.
Sent ●
When you click Send to customer or mark as sent, the invoice changes status from ${color}[#7575](Ready) to Sent. In this state, the invoice has been delivered to the customer and is waiting to be paid.
Let's look in detail at all the available actions:
Back to draft - allows you to go back to the draft status and edit your invoice data
Download PDF - allows you to download a PDF version of the invoice
Download XML - allows you to download the certified XML version for electronic invoicing
Send Reminder - sends a reminder email to the client directly from Taskomat™.
Mark as Paid - allows you to mark the invoice as paid
Delete - deletes the invoice permanently
.
Paid ●
When you click on mark as paid, the invoice changes status from Sent to Paid. In this state, the invoice has been paid by the customer and has in fact completed its cycle.
Let's look at all available actions in detail:
Download PDF - allows you to download a PDF version of the invoice.
Download XML - allows you to download the certified XML version for electronic invoicing
Mark as Unpaid - allows you to mark the invoice as unpaid and return to the Sent status
Delete - deletes the invoice permanently
.
➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call
Updated on: 02/01/2024
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