Issued Invoices
Issuing invoices to customers directly in eProtokol.
The Issued Invoices module allows you to create invoices directly in eProtokol, export them to PDF and send them to customers.
Creating an invoice
- Go to Invoices → Issued
- Click + New Invoice
- Select the customer from contacts
- Enter the subject and invoice items
- The system automatically assigns an invoice number
- Set the due date
- Save and export to PDF
Automatic numbering
Invoices are automatically numbered according to the configured pattern (settings in Company Settings → Invoicing).
You don't need to track invoice order – the system automatically assigns the next number according to the configured sequence. Set up the numbering pattern in Company Settings → Invoicing.
Invoice statuses
| Status | Description |
|---|---|
| Draft | Invoice is being prepared |
| Issued | Sent to the customer |
| Paid | Payment received |
| Overdue | Past the due date |
Link to project
Invoices can be assigned to a specific project – costs are then reflected in the project revenue reports.
In the Premium tariff, invoices are automatically matched with received payments from the bank using the variable symbol. You don't need to manually check what is paid. See Payments.
If you assign an invoice to a project, the amount is automatically included in the project revenue overview – the project dashboard shows the current balance.
Workflow: Issued Invoice
Price Quote / Received Order → Issued Invoice → Sending → Payment