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For people who manage invoicing

Troubleshoot invoicing

Find out why you cannot select, edit, collect payment for, or issue an invoice. This article is for people who carry out this task.

Contents

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.

Result

After correcting the relevant access, data, or status issue, return to the invoice detail and retry the intended action once.

Troubleshooting

I cannot select a customer

Confirm that the customer is active and visible to you. With Verifactu, also check their tax ID, country, and other mandatory fiscal data.

I cannot edit an invoice

Only drafts are directly editable. If the company does not use Verifactu or the AEAT has not yet accepted the issued invoice, use Move back to draft and then edit it. Invoices accepted by Verifactu, corrected invoices, and cancelled invoices remain locked to protect numbering and history.

I cannot delete an invoice

Talento deletes only unnumbered drafts. Numbered documents remain in history, even if they are still drafts. If the document remains a draft, correct and reissue it where appropriate. If it can no longer be edited, create a corrective invoice or request cancellation.

New payment is missing

The invoice must be issued and you need sufficient access. Drafts do not accept payments.

The PDF does not contain the expected change

Return to the invoice detail and confirm that the change was saved. Remember that an already issued invoice cannot be edited directly.

Verifactu shows an error when issuing

Review the invoice status and event history. Check the fiscal data, lines, taxes, and legal notes named by the message. If the AEAT is unavailable, wait before trying again.