Invoices and proforma invoices

Pending proforma invoices, line items, billing details, grouping payments and correcting an issued invoice.

8 articles in this topic

View paid invoices and download Modelo 347 Filter invoices by tax year, open their details, download one PDF or a whole year in a ZIP and get the Modelo 347 summary when it is available. 3 min · Reviewed 10/2026
Correct the details on an invoice already issued Find the invoice and request the right correction; tell editable documents, closed invoices and corrective invoices apart. 2 min · Reviewed 09/2026
Change the details on a proforma invoice before paying How to update the details on a pending proforma invoice, either from the account's main details or with a billing profile. 2 min · Reviewed 09/2026
Cancel a proforma invoice and check which services it affects Where to cancel an unpaid proforma invoice, and how the effect differs for renewals and new sign-ups. 2 min · Reviewed 09/2026
Merge several pending payments into a single proforma invoice How to select several pending payments and merge them into one proforma invoice to pay them together from the client area. 1 min · Reviewed 09/2026
Group or separate renewal proforma invoices How to group compatible renewals, and why billing profiles, bank accounts or exclusions can produce separate proforma invoices. 1 min · Reviewed 09/2026
Change a pending proforma invoice The options for cancelling or adjusting a pending proforma invoice, by removing services or changing the renewal period of each one. 2 min · Reviewed 09/2026
View the breakdown of a proforma invoice or invoice Where to view the breakdown of services and costs on proforma invoices and invoices, and how to download each document as a PDF. 2 min · Reviewed 09/2026