# Invoicing

The invoicing module lets you issue invoices to clients, send e-Factura to ANAF and automatically receive invoices from suppliers. It's available with the **Ultra** plan. In the sidebar you'll find the **Invoices** group, with **Issued** and **Received**.

## Setting up the invoicing module
Before your first invoice, you go through a setup wizard once. You open it from **Settings** > **[Invoicing module](/settings/invoice-wizard)**.
![The Settings entry to the Invoicing module](/storage/guide/09/2.0.1.en.png)

Or directly from the **[issued invoices page](/invoices/list)**: as long as setup isn't complete, a message there takes you straight into the wizard.
![The setup invitation on the issued invoices page](/storage/guide/09/2.0.2.en.png)

The wizard walks you through a few simple steps.

### Step 1 — Start
The first page tells you what's coming. Press **Next** to begin.
![The wizard's start screen](/storage/guide/09/2.0.3.en.png)

### Step 2 — Company details
Fill in the company details that will appear on invoices. When you enter the **CUI** of a Romanian company, the app automatically queries the ANAF registry and fills in the rest by itself — name, address, registration code, county and VAT-payer status. There's no separate "fetch" button: it happens as you type the CUI. Here you can also add one or more **IBANs**.
![The company details step, filled in automatically from ANAF](/storage/guide/09/2.0.4.en.png)

### Step 3 — Invoice series
Choose a **series** (the invoice number prefix — usually 3-4 letters) and a **validity date**, then press **Next**.
![The invoice series step](/storage/guide/09/2.0.5.en.png)

> [!info]
> The series has a validity date. When it expires, issuing new invoices is blocked until you set a new series. Alternatively, if you want to use a single series forever (**not recommended**), you can set a year far in the future, such as 2100.

### Step 4 — Connecting to ANAF
To send e-Factura directly to ANAF, authenticate with your **digital signature** (the token). Press **Connect** and follow the steps on the ANAF page. This step is **optional** — with **Connect later** you can skip it.
![The ANAF connection step](/storage/guide/09/2.0.6.en.png)

> [!warning]
> If for various reasons you get an error from ANAF that the connection could not be made, **close the browser completely** and try again. It's important to check that there are no more browser instances open in other windows or tabs.

> [!info]
> Without connecting to ANAF you can generate the e-Factura (XML and PDF), but you'll have to upload it manually on the ANAF portal.

### Step 5 — Done
Setup is complete and you can start issuing invoices. If you skipped the ANAF step, here you'll find a connect button, plus a **Redo setup** option if you want to run the wizard again.
![The final screen, with setup complete](/storage/guide/09/2.0.7.en.png)

## Issued invoices
The **Issued** page lists all the invoices you've issued. You can search by number, filter by client or by e-Factura status, and toggle between all invoices and outstanding ones.
![The issued invoices list](/storage/guide/09/2.1.en.png)

### Status
Each invoice has several statuses, independent of one another: after sending, after payment and — for Romanian companies — after the e-Factura status.

#### By sending status
A newly created invoice has the **Created** status: it has been generated, but not yet sent to the client. After you send it by email, it moves to **Sent to client**.
![The sending status: Created and Sent to client](/storage/guide/09/2.1.1.en.png)

#### By payment status
The payment status is indicated by the **color of the vertical bar on the left** of each invoice: **blue** for paid, **red** for overdue (the due date has passed and the invoice still hasn't been paid) and **gray** for those still unpaid (due on a date). The same information also appears, as text, under the amount.
![The payment status, given by the color of the left bar](/storage/guide/09/2.1.2.en.png)

#### By e-Factura status
For Romanian companies, each invoice also has a pill with the e-Factura status at ANAF: **Not sent**, **Processing**, **Errors**, **Rejected** or **Validated**. The pill updates by itself: **Processing** means ANAF has received the invoice and is checking it; **Validated** means it was accepted; **Rejected** or **Errors** means it needs to be corrected and resent.
![The e-Factura status pill](/storage/guide/09/2.1.3.en.png)

### Preview
Press the preview icon (eye) to see the invoice as a PDF, in a window. You can choose from several **templates**. From here you also download the invoice or send it to the client.
![The preview button](/storage/guide/09/2.2.en.png)

#### Download
From the preview you download the invoice as a PDF with **Download**. For Romanian companies with e-Factura, you can also download the e-Factura as a PDF or as XML.
![The download button in the preview](/storage/guide/09/2.3.en.png)

#### Send to client
Also from the preview, **Send to client** sends the invoice to the client's email, with an optional message. After sending, the invoice moves to the **Sent to client** status.
![The send-to-client button in the preview](/storage/guide/09/2.4.en.png)

> [!warning]
> If the client has no email address, the send button is disabled.

### e-Factura actions
For Romanian companies, e-Factura is managed from the invoice's actions menu (the three dots).

#### Upload e-Factura
**Upload e-Factura** validates the XML and sends it to ANAF. If it passes validation, the status becomes **Processing**, and the app automatically checks the ANAF response and moves the invoice to **Validated** or **Rejected**.
![The upload e-Factura action in the menu](/storage/guide/09/2.5.en.png)

#### Regenerate e-Factura
**Regenerate e-Factura** rebuilds the invoice's XML file from the current data. It sends nothing to ANAF — it only remakes the local file.
![The regenerate e-Factura action in the menu](/storage/guide/09/2.6.en.png)

> [!info]
> When you edit an invoice, the e-Factura updates automatically — you don't need to regenerate it. Regenerating is only useful when data **outside** the invoice has changed, for example your company's details or the client's details, and you want those changes to appear in the e-Factura as well.

### Reversal
A reversal is the correct way to cancel an already-issued invoice, especially one sent to ANAF. From the actions menu, **Reverse** creates a new invoice, with the same data but with negative values, linked to the original one. The original shows up **Reversed** and struck through, and the new document is marked as a **Reversal**.
![The reversal action in the menu](/storage/guide/09/2.7.en.png)

### Deletion
From the actions menu, **Delete** removes the invoice permanently. You can't delete an invoice that has been reversed or whose e-Factura is processing or validated at ANAF — in those cases use **reversal**.
![The delete action in the menu](/storage/guide/09/2.8.en.png)

## Received invoices
The **Received** page lists the invoices your suppliers have sent you through ANAF's e-Factura. The app downloads them automatically every day. You can filter by supplier, CUI or time range and preview each invoice.
![The received invoices list](/storage/guide/09/2.9.en.png)

### Preview
Press the preview icon (eye) to open a received invoice. From here you see it in detail and have the actions for it at hand: you download it as a **PDF** (generated by the app), as an **ANAF PDF** or as **XML**, and you can mark it as sent to accounting.
![The actions in a received invoice's preview](/storage/guide/09/2.9.1.en.png)

#### Send to accounting
From the preview, **Mark sent to accounting** keeps track of the invoices you've already handed over to your accountant. It's just a tracking label — the actual handover you do through the exported archive. Marked invoices get a green dot.
![The mark-as-sent-to-accounting action](/storage/guide/09/2.11.en.png)

### Export
**Export** gathers the received invoices into a single ZIP archive, for your accountant.
![The export button](/storage/guide/09/2.10.en.png)

In the export window you choose what to include — the selected invoices or a time range — and which files (XML, ANAF PDF or app-generated PDF).
![The export window](/storage/guide/09/2.10.1.en.png)