Creating and editing an outgoing invoice

Where to find it

Outgoing invoices → open or create a draft → the invoice editor

✅ Common tasks

Choose or create a recipient

1. Open the Recipient section and search for an existing company

2. Click Create new if the company doesn't exist yet

3. Fill in name, address, VAT number and billing email

4. Save to link the new company as recipient

5. Click Edit next to Recipient to update details later

On invoices built from an uploaded XML, only the recipient link stays editable while it's a draft.

Fill in the header and add line items

1. Choose the Document type: Invoice, Credit note, or self-billing version

2. Set invoice number, currency, issue date and due date

3. Open Items and click Add Item for each line

4. Enter description, quantity, unit price and tax rate for every line

5. Save the draft to persist your changes

A standard invoice defaults new items to 21% tax; other document types default to 0%.

Apply VAT reverse charge or exemption

1. Check BTW verlegd/vrijgesteld to show VAT reason fields

2. Pick a predefined VAT reason, or edit the Invoice text yourself

3. Add {vat} in the text to auto-insert the recipient's VAT number

4. Make sure the recipient has a VAT number saved first

Unchecking BTW verlegd/vrijgesteld clears the Invoice text automatically.

🔗 See also

• Outgoing invoices

• Sending an outgoing invoice

• VAT codes and VAT reasons

• Invoice branding, numbering and PDF templates

• Duplicating, correcting and deleting outgoing invoices