Check the legal name, address, identifiers, tax settings and bank account in company settings. If you work for several businesses, check the issuing-company selection for each new document. Paying for a subscription does not by itself grant access to the company invoices.

Open New invoice and select the customer. Compare retrieved details with the order or contract. The customer name should not be replaced by the contact person’s email or your own business name.

Choose the appropriate document type. Complete dates, currency, due date and items with quantity, unit and price. Determine tax treatment and rate for the actual supply; defaults copied from a previous invoice may be unsuitable.

For a price-only example, two hours of an agreed service at €50.00 give a base price of €100.00. Check discounts and the applicable tax treatment before confirming the final total. Review the payment reference too.

Save and preview the draft. Compare both parties, number, dates and amounts with the intended transaction. After editing, check the current output rather than an older downloaded PDF. For an issued document, use the appropriate correction workflow instead of editing a local copy.

After issuing, choose an available sending method and check its result. PEPPOL requires a separate connection and recipient check. Neither a downloaded PDF nor a sending status proves that payment reached the bank account.