For orders added from the Sales menu, invoices can be issued at any time upon customer request, or in case of an error, once issued, they can be canceled.
To add a new order, click on the Sales menu, and from the "+" button add a new order.
Add a new client from the Add client button or select an existing one from the Select client button.
To add products to the invoice, click on + Add products.
When adding products, both the prices and the VAT rates are those existing in the Nomenclator. You can add the desired quantity and change the price of the products in the columns Quantity/ Price without VAT/ Price with VAT.
In the "Made by" field you can choose the name of the invoice issuer. If you do not choose a specific issuer, the field will be filled in automatically with the name of the user from whom the order is created. Issue the Proforma/Invoice.
If you choose for issuing a proforma, you can download it in PDF or send it by e-mail to the client.
When you want to convert the proforma into an invoice, click on the Convert to invoice button.
After issuing the invoice, you can download it in PDF or XML format, or send it by e-mail to the client. In the column Tax Authority the status of sending the invoice is displayed in the Virtual Private Space. Click here to find out how to authorize Ebriza to send invoices to Tax Authority.
You can collect the invoice, issue notice or print confirmity declaration from one of the +COLLECT, ISSUE NOTICE, PRINT CONFIRMITY DECLARATION buttons.
To cancel the invoice, click on the red CANCEL INVOICE button.
Applying a discount on an invoice or proforma
When you issue an invoice or proforma from the Sales module, you can apply a discount directly, without configuring a Marketing promotion:
Go to Sales in the admin account and click + for a new order.
Add or select the client.
Click + Add products and add the products.
For a whole-order discount: a discount icon appears to the right of the total — click it and apply the discount.
For a single-product discount: apply it next to the respective product.
Select Issue Proforma/Invoice. You can download the document as PDF or send it to the client by e-mail.
Note: this discount is different from the promotions configured in the Marketing app (order / product discount), which require the Premium POS package.
Frequently asked questions
Q: Can I change the date of an invoice or delivery note that has already been generated?
A: No. The invoice date (and the delivery note date) is the current date — the date the document is created in Ebriza. It may differ from the fiscal receipt date and cannot be changed afterwards.
If the date is wrong and you need an invoice with a different date, do the following:
Void the existing invoice (the red VOID INVOICE button, after the invoice has been uploaded to SPV).
Re-issue the invoice — the new invoice will take the current re-issue date.
Q: I issued the invoice to the wrong company/client. How do I correct it?
A: An invoice that has already been issued cannot be edited directly. You must void it and issue a new one with the correct data:
Go to the Sales menu in the admin account and search for the order (use the magnifier).
At the 3 dots next to the order → View.
Make sure the invoice has first been uploaded to SPV.
Click the red VOID INVOICE button.
Correct the client using the Change client button and add the correct one.
Re-issue the invoice. You can download it as PDF/XML or send it by e-mail. It will upload to SPV with the correct data.
Q: Can I issue invoices in EUR?
A: No, for the moment invoices can only be issued in RON.
[tags: invoicing, manual invoice, invoice]