How do I turn a receipt into an invoice?

From an already collected receipt, click Generate invoice: the button carries over the receipt's lines, client, and payment method, without triggering a new payment. The invoice is created and its PDF downloads automatically.

Where to find the button

The Generate invoice button appears in several places, always on a receipt that's already fiscalized:

• the receipt panel in Finance > Transactions,
• the checkout confirmation screen, right after confirming a sale,
• the appointment record,
• a project's Finance section.

It's the same mechanism everywhere: you never need to re-enter a sale to produce an invoice from it.

What happens when you click

• The receipt's lines are carried over as-is, along with the client and payment method already recorded.
• No new payment is triggered: the invoice documents a sale that's already been paid, it doesn't replay it.
• The invoice receives its final sequence number and NF525 hash directly, it doesn't exist as a draft in this flow.
• The PDF downloads automatically once the invoice is created.

If you click the same receipt a second time, no new invoice gets created: you simply re-download the existing PDF. That's intentional, to avoid duplicate sequence numbers.

When the button is greyed out

The button always stays visible, but it can be disabled with an explanation on hover when the receipt isn't invoiceable: cancelled receipt, refunded, or already turned into a credit note. In that case, there's no invoice to generate from that particular receipt.

Edge cases

You can't find the receipt you just collected. Check the checkout confirmation screen directly: the button is offered there right after the payment is confirmed, it's the fastest path.

You collected payment on the wrong client by mistake and want to correct it before invoicing. An issued invoice is tamper-proof, just like the receipt it came from. If a correction is needed afterward, use a credit note rather than an edit.

The PDF didn't download automatically. No harm done: the invoice still exists as soon as the receipt shows "already invoiced". Open its detail panel to re-download the PDF at any time.

You're not sure whether to invoice from the receipt or create a manual invoice. If the sale has already been collected, always start from the receipt: it's faster and guarantees the amounts match exactly what was paid.