How do I issue an invoice?

You issue an invoice from Finance > Invoices, either by creating it manually or by generating it from an already collected sales receipt without having to collect it again. An invoice starts as an editable draft, then becomes final and tamper-proof once you issue it, with its NF525 sequence number and hash.

Create a manual invoice

From the Finance > Invoices page, open the creation panel. Enter the client, the service lines and amounts, then choose how to save it.

• Save as draft: the invoice appears with a provisional sequence number (DRAFT-xxxxxxxx), with no hash. You can still edit or delete it.
• Issue directly: the invoice receives its final sequence number (for example SWEB-F-2026-000001) and its hash. It becomes tamper-proof.

Generate an invoice from a sales receipt

You don't need to re-enter everything if the sale has already been collected. From a fiscalized receipt, whether in the receipt panel in Finance, the checkout confirmation screen, an appointment record, or a project's Finance section, click Generate invoice.

• The receipt's lines are carried over as-is, along with the client and payment method.
• No new payment is triggered: the invoice documents a sale that's already been paid.
• The PDF downloads automatically once the invoice is created.
• If you click the same receipt a second time, you simply re-download the existing PDF: no new invoice gets created.

The button stays visible but disabled, with an explanation on hover, when the receipt isn't invoiceable (cancelled receipt, refunded, or already turned into a credit note).

Move from draft to final issued invoice

A draft stays editable as long as it hasn't been issued: you can correct a line, change the client, or delete it entirely from its detail panel. As soon as you click Issue, the invoice is locked into the NF525 fiscal chain: no further edit or deletion is possible after that. That's the point of the draft, to give you time to review before the document is finalized.

Download the PDF

An issued invoice can be downloaded as a PDF at any time from its detail panel, as often as needed.

Edge cases

You try to edit an invoice that's already been issued. It's expected to fail: tamper-proofing is part of NF525 requirements. If a correction is needed, use a credit note rather than an edit.

The "Generate invoice" button is greyed out on a receipt. Check the receipt's status: a cancelled, refunded, or already credited receipt can't generate a new invoice.

You're not sure whether to issue as a draft or directly. A draft is useful whenever you want to review or have the invoice validated before it becomes final. If you're confident about the content, issuing directly saves you a step.