FACTURAgem is our invoicing solution specialized in the Spanish market, with customized taxes, options and support for Spain.
If you invoice from a different country, you'd probaly prefer to use our international version: invoicefu.
The following page shows how to create an invoice using FACTURAgem. Foremost, you need to sign in the application. Once logged, click the 'INVOICES' button of the header menu to access your invoice's list. Click then on the 'NEW INVOICE' button that you'll find at the top right corner of this list. Well done, you're about to create an invoice!
These two data are located at the top left corner of the invoice form. FACTURAgem adapts pretty well your numbering scheme. You can follow the default scheme FACTURAgem provides, or use your own scheme. In this case, FACTURAgem will try to remember your scheme and generate the next invoice number alone. Moreover, the 'Last invoices' link permits you to have a look at your last invoices numbers.
The invoice date is by default the day the invoice is created but if you want to, you can choose another date. To do so, click on the date in order to make appear the calendar and being able to select the suitable date.
The data of your company are located at the top right corner of the invoice form. They are basically the data you introduced in your account. You can change these data by clicking on the 'Edit data' link. A frame will appear so you can modify the data via a formulary. Editing these data will only affect the invoice, the data won't be changed in your account.
The client data are located just below the invoice number and date.
The drag-down menu permits you to select a client. If you do so, his data will automatically appear in the frame below. You can use the 'New client' link to open a popup and create a client if the client is not registered in your client's list. The 'Edit data' link will open a frame and allow you to modify the data via formulary. Editing these data will only affect the invoice, the client data won't change.
Notes are usually linked to the client. If you selected a client and if you filled the concerned field in its data, the note will appear in the frame located below your personal data. You can choose to modify it or not but editing these data will only affect the invoice, the client data won't change. If the client data doesn't contain any notes, there's still time to add a ponctual note for the concerned invoice.
Adding lines to your invoice has never been that easier. Click on the 'Add line' link and simply fill the new line fields. You can delete a line by clicking the red dustbin icon.
The discount percentage is usually linked to the client. If you selected a client and if you filled the concerned field in its data, the discount percentage field will automatically appear. You can choose to modify it or not but don't forget that modifying this data will only affect the invoice, the client data won't change. If the client data doesn't contain any discount percentage, there's still time to add a ponctual one for the concerned invoice.
The taxes are usually linked to your personal account. If you defined taxes in your account, they will automatically appear in every invoice. You can add or remove taxes by clicking the respectives 'Add tax line' and dustbin links. This won't affect your account taxes configuration but only the concerned invoice.
The footer is usually linked to your personal account. If you defined it in your account configuration, a default text will appear at the footer of your invoices. You can choose to modify it or not but modifying this data will only affect the invoice, your account data won't change. If your account configuration doesn't contain any footer, there's still time to add a ponctual one for the concerned invoice.
You only need a line description in order to create an invoice.
It means that you can create an empty invoice now and filling it later.
To create the invoice, click on the 'Create Invoice' button located at the bottom right corner of the formulary.