Create and send invoices

Create a manual invoice

1. Open Finance → Invoices.
2. Click Create.
3. Select an active Customer, currency, due date, and optional notes.
4. Add line items (description, quantity, unit price, tax).
5. Pick the bank account the customer should pay to. The account marked Default for invoices for that currency is preselected.
6. Save as Draft. Drafts have no invoice number; you cannot enter one manually.

Until you send it, open the draft and choose Edit to change the customer, dates, lines, or bank account. Drafts created automatically can be corrected the same way.

Amounts follow the currency: for example EUR uses two decimal places, TND three, and JPY none. This also applies to quotations, orders, purchases, work orders, and expenses.

Send an invoice

1. Open a draft Invoice.
2. Review totals and the billing address.
3. Click Send and confirm. Tadbir assigns the next invoice number for your tenant and issuance year, freezes the fiscal details, and changes the status to Sent.

If e-invoicing is enabled, resolve missing fiscal information before sending. See E-invoicing and originals.

Invoice PDF

The PDF shows your company and the customer's identity, VAT per rate, and the bank account's IBAN and BIC. For a EUR invoice to a SEPA account it also carries a payment QR code that banking apps can scan. The download button offers a PDF language: choose any of Tadbir's languages (English, French, Arabic, German, Italian, Spanish, Russian, Hindi). The Factur-X file follows the same choice. Arabic prints right to left.

Add IBAN, BIC, and the invoice default per currency under Finance → Bank Accounts. Tadbir checks the IBAN before saving.

Legal mentions

Open Finance → E-invoicing settings, section Invoice legal mentions, to enter the text printed at the bottom of every invoice (late-payment penalties, recovery fee, and so on). Insert French standard mentions fills in the usual French wording. Sent invoices keep the text they were issued with.

Cancel an invoice

1. Open a Draft or Sent Invoice.
2. Choose Cancel.
3. For a Sent invoice, enter a reason of at least 10 characters, then confirm. The invoice detail displays a cancelled watermark. Cancellation does not automatically create a credit note.

Credit notes

1. Open a Sent or Partially paid invoice and choose New credit note.
2. Select the invoice lines and quantities to credit, and give a reason. Prices and VAT come from the original invoice.
3. Save the draft, then choose Issue to assign its credit-note number.
4. Choose Apply to invoice to reduce the outstanding balance.

You cannot credit more than the remaining uncredited quantity or apply more than the outstanding amount. Applying the full remainder marks the invoice Paid. Accounting and Admin users manage these actions; Auditors can read the list.

Credit notes from a till refund

When a Matjar till refunds a sale that was invoiced, Tadbir creates one credit note for that invoice by itself. See Follow your tills in Tadbir.

Automatic invoices

Tadbir can also create draft Invoices when:

• A billable Work Order is completed, or
• A Contract billing schedule falls due

Invoice delivery notes

For sales orders confirmed with the On delivery billing schedule, goods are billed as they are delivered:

1. Open Finance → Invoices and choose Invoice delivery notes.
2. Pick a customer and tick the validated delivery notes to bill.
3. Choose Create invoice. A draft invoice covers the delivered quantities.

Services on those orders are invoiced by hand. Cancelling the invoice frees its delivery notes for a new invoice. See Delivery notes.

Review those drafts under the invoice list, then send them like any other Invoice.

List and filter

Use Finance → Invoices filters (status, customer, date, reference) to find documents quickly. Customers with portal access can download their own invoice PDFs.