QubriaInvoicing: review the draft before issuing
Turn service information into financial documents with distinct statuses.
Inputs from operations
A completed order or approved, billable work reports can create a draft through an authorised action. Review transferred data and manual work.
Financial review
Check the recipient, line items, amounts and taxes. Define authorisation and how corrections are handled.
The process and its conditions
Issuing and payment
Distinguish the draft, issued document and payment status. Closing an order does not automatically issue an invoice or collect payment.
Tax requirements
Review document types, corrections, series and environment features. Invoicing systems and electronic invoicing each have their own scope.
Answers about Invoicing
Which plan includes it?
Included in Autónomo and Business. Areas organise the product presentation; they are not sold separately.
Who can use it?
Designed for administration. Access is defined by roles and configuration.
Which conditions should be clarified?
A draft does not mean issuing, sending, payment or automatic tax compliance.
Related content
From reviewed work to invoice
For service administration teams that need to distinguish delivery, drafts, issuing and payment.
Invoicing systems and VERI*FACTU: what to check
Assess the invoicing system's requirements, timeline and scope using up-to-date information and provider documentation.
Treasury
An issued invoice and a received payment are different events.
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