Invoices in a minute, with series, PDF and payment tracking

Pick the client, add the lines and issue. Factuly numbers the invoice, works out the totals and has the PDF ready to send. It works the same for a freelancer and for a company.

What goes on every invoice

• Numbered series with no gaps. Create the series you need, with a prefix, the year if you want it and as many digits as you like. One is your default. The counter only goes up: lowering it would reuse a number you've already issued.
• Your details and your client's, exactly as they were on the day you issued it.
• VAT per line, with discounts, and exempt items with their exemption code. Mark a client as intra-community and their invoices go out VAT-exempt.
• Income tax withholding where it applies. As a freelancer you set it in your profile or per client. A company invoices without withholding.
• Payment method: bank transfer, card, cash, direct debit, Bizum, PayPal or other. Your IBAN and phone number are printed if they're in your tax details, and so is your professional association membership if you have one.
• Your signature, as an image at the foot of the PDF.

Issued means issued

While it's a draft you can change anything and preview it as a pro forma, with no number and no tax validity. Once you issue it, it gets its number and can no longer be edited.

If something was wrong, you have the two options the law gives you:

• Cancel it. It keeps its number and stops counting.
• Correct it. Factuly creates a corrective draft with the lines in negative, in a corrective series, with the reason and the cause (mistake, return or discount, client insolvency, bad debt or other). Adjust it and issue it.

Get paid without chasing

Every invoice has a status: issued, paid, overdue or cancelled. You see at a glance what's pending, paid and overdue, and you mark an invoice paid with the date the money arrived.

Send it by email from Factuly with the PDF attached. If you don't write a message, Factuly adds a standard one in your client's language, and replies come straight to you.

If you want, Factuly writes to your client when an invoice goes overdue, attaching the PDF again. You choose when the first reminder goes out, how often it repeats and the maximum number. Switched off, it writes to nobody.

Less typing

• Catalogue: save what you bill often, with its price and unit (hour, day, month, project), and add it in one tap.
• Duplicate a similar invoice.
• Quotes and recurring invoices for work that repeats or gets approved before you bill it.

In Spain, with Verifactu

If you invoice from Spain, every invoice you issue or cancel leaves its chained record, and the PDF carries the QR code your client can check with the Tax Agency. See Verifactu.

What you invoice feeds the quarter's VAT and income tax, which you can follow in Taxes and quarterly plan. For what a Spanish invoice must legally include, read How to make a valid invoice in Spain.