Outgoing invoices → Open a draft or create a new invoice
Open the outgoing invoice draft you want to edit.
Choose or clear the recipient company.
Set the invoice type, currency, status, dates, invoice number, reference, and purchase order number as needed.
Fill the recipient address, VAT number, and email when they apply.
Pick the payment method if you want it stored on the invoice.
Use the bank account field if the invoice should link to a specific account.
Some fields can be cleared by leaving them empty or setting them to blank/null in the form.
Go to the Items section.
Enter each item description, quantity, unit price, and tax rate.
Use Add Item to add another line, or press Enter in an item field to append one.
Delete a line with the trash icon if you added it by mistake.
Use {{month}} or {{year}} in item text when you want template-based recurring text.
New items default to 21% VAT for invoices and 0% for other invoice types.
Open the VAT reverse charge or exemption option when the invoice needs special VAT text.
Choose a VAT reason when one is available.
Edit the invoice text directly if you need custom wording.
Use {vat} in the text to insert the recipient’s VAT number.
Review the warning if {vat} is used but the recipient has no VAT number.
If you enter VAT totals manually, they override the amounts calculated from line items.
Change the invoice type to the self-billing variant when appropriate.
Review the recipient fields carefully, since self-billed invoices still need the right recipient details.
Keep the invoice in draft until the details are complete.
If you need to create a related supplier from extracted recipient data, use the supplier creation flow first.
Invoice type affects the default VAT rate for new items.
Choose an existing company in the recipient field.
If the company does not exist yet, create it first and then link it.
Check that the invoice still has a valid recipient before sending.
Remove {vat} from the invoice text if the recipient has no VAT number.
Add the recipient VAT number to the linked company record.
Use a different VAT reason or custom invoice text if needed.
Check whether manual VAT totals were entered.
Review each line item’s tax rate and quantity.
Delete and re-add a line if its numbers look wrong.
Use the line-item totals rather than header fields to confirm the amount.
Change the invoice number to a unique value.
If the number must stay the same, enable the duplicate confirmation in the save flow.
Check for another draft or sent invoice using the same number.
Make sure the invoice is still a draft.
Remove any XML-only assumptions from the draft if fields look read-only.
Contact Cashfeed support if the invoice stays locked unexpectedly.
