How do I issue invoices in CENTRAL eFACTURA?

Once the creation of a delivery note is complete, you can start issuing invoices electronically with the Central eFactura module.

Issued invoices cannot be modified once generated; they can only be corrected with a credit note (rectificativa).

Send the delivery note to the customer

• Open Central eFactura and choose Facturador (Invoicing tool).                                                                               
• Select the Empresa (Company) and Ejercicio (Fiscal year).                                                                                                          
• Go to the Albaranes (Delivery notes) tab.
• Click the email icon to send the delivery note to the customer.
• The system will automatically generate an email using the configured template.
• The customer will receive the email with the delivery note attached as a PDF.

Invoice the delivery note once the customer approves it

• In the Albaranes list, select the delivery note to invoice.
• Click the three dots on the right.
• A drop-down menu will open:                                                                                                                        
  
• — Ver (View)
• — Editar (Edit)
• — Eliminar (Delete)
• — Facturar (Invoice)
• — Duplicar (Duplicate)
• — Regenerar PDF (Regenerate PDF)
• — Confirm the delivery note to invoice.
• We will choose the Facturar option.                                                                                                               
• — Choose the invoice date.
• — Set the invoice number (the system will suggest the next sequential number).
• Click Facturar.                                                                                                                      
• Accept.

View the issued invoice

• Go to the Facturas Emitidas (Issued Invoices) tab.
• The invoice will appear in the list and you can download the PDF by clicking the corresponding icon.
• To send it to the customer, click the email icon, just as with the delivery note.

Credit notes in case of a dispute

• If the customer opens a dispute, you can generate a credit note (factura rectificativa).
• On the issued invoice, click the three dots and choose Rectificativa from the drop-down menu.                    
• The system will generate a new delivery note which, when invoiced, will automatically create the credit note.                                                                                                                                            

Important: If your accounting firm works with Ubyquo, you do not need to send the invoices manually, since they are received and processed automatically through the platform.