Create and issue an invoice

Before you start

The Invoices area lets you prepare and issue sales invoices, download their PDFs, and record money received. It also retains the status and history of every invoice, clearly separating drafts from issued, corrected, or cancelled documents.

You can search by period, status, customer, item, or invoice type. Visibility controls which people, offices, teams, or roles can find and open each invoice.

!Warning

This guide explains how Talento works, not which fiscal treatment to choose. Confirm the correct invoice type, tax, exemption, and legal text with your accountant.

Create an invoice

1. Open Invoices and select Add a new invoice.
2. Choose a normal or simplified invoice.
3. Select the customer. The customer may be optional for a simplified invoice.
4. Enter the issue date. Add a due date if you need to track when payment is due.
5. Add at least one line with the product or service, quantity, price, and applicable tax.
6. Review discounts, retentions, notes, and fiscal options where needed.
7. Check the total before saving or issuing.

You can select an existing item to copy its usual details or enter a line manually. Always check the price and tax: the values saved on the item are a starting point, but the invoice must reflect the actual transaction.

Normal or simplified invoice

A normal invoice identifies the customer with their fiscal data. A simplified invoice is for transactions where the applicable rules allow the recipient to be unidentified, such as certain till receipts or direct sales to consumers.

Simplified invoices have legal limits and requirements. Talento may block or reject amounts that do not meet Verifactu rules, but the issuing company remains responsible for choosing the correct format.

Discounts, retentions, and notes

You can apply a fixed or percentage discount to the whole invoice or to individual lines. Review the result of any automatic discount rules before issuing.

Select retentions and legal notes from the active options configured by the company. Legal notes can add wording required for an exemption or another fiscal circumstance.

Save a draft or issue the invoice

At the end of the form, choose one of these actions:

• Save: keeps the invoice as an editable draft.
• Save and issue: saves the information and starts issuing it in the same step.

You can also issue an invoice later from the draft detail.

You can change an invoice while it remains a draft. Issuing assigns the next number from the office series and finalises the document. Do not edit an issued invoice as if it were a draft. If the company does not use Verifactu or the AEAT has not yet accepted its record, you can move it back to draft to correct it; in every other case, use the appropriate corrective invoice or cancellation process.

Move an issued invoice back to draft

In the detail or list view of an issued invoice, open its actions and select Move back to draft. Confirm the action to make the document editable again.

This action is available only for issued invoices without a Verifactu record accepted by the AEAT, including invoices from companies that do not use Verifactu. It is not available for drafts, corrected invoices, cancelled invoices, or accepted invoices. The invoice keeps its number; if you issue it again, Talento reuses that number and does not advance the office counter again. Event history records that the invoice was returned to draft.

If the invoice contains stock-managed items, their movements become pending again until you issue the document again. When you return a corrective invoice to draft, Talento returns the original invoice to issued status. Review both documents before continuing.

!Warning

Check all data, lines, taxes, and totals again before issuing it. An invoice accepted by the AEAT cannot be returned to draft or edited directly.

Check before issuing

• The company's and customer's legal details are correct.
• The issue and due dates match the transaction.
• Every line has the correct description, quantity, price, and tax.
• Discounts and retention produce the expected total.
• The fiscal operation type is correct.
• The invoice includes the required legal note when no VAT is charged.

With Verifactu, an invoice with no lines or a zero total cannot be issued.

Download, print, or clone

Download the invoice PDF from its detail. The PDF reflects the data, lines, totals, and text that form part of the document at that time.

Clone invoice creates a new document from an existing one. Use it to save time on similar transactions, but check the customer, dates, prices, taxes, and notes before saving the new draft.

Result

The invoice detail shows its current status, number, totals, and available actions.

Troubleshooting

If an option is missing, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access rather than repeating the task or choosing an unsuitable alternative.