Income Studio
Issuing documents
Drafts are editable. Issued documents are not. A mistake after issue is fixed with a credit document.
Screenshot: the new-invoice form with document type and customer
Set the business first
Settings → Business details is what the PDF prints: legal name, address, tax id. The first save registers that business in InvoLoops. The template (logo, accent color, language) is separate, under Settings → Template.
Customers
Income → Clients is the directory. A document is addressed to one customer. Above a fixed amount on an ILS invoice, the form asks for the customer's tax id.
Document types
| Type | Use it when |
|---|---|
| Tax invoice | You are charging VAT and the customer still owes you. |
| Tax invoice / receipt | You charged VAT and you were paid in the same document. |
| Receipt | You were paid, including against a tax invoice you already issued. |
| Credit invoice | You need to reduce or cancel a tax invoice (or a tax invoice / receipt) that was already issued. |
| Proforma invoice | A quote-style request for payment, not a tax invoice. |
| Delivery note | Goods moved, not a tax invoice. |
The default when you start a new document is a tax invoice.
Draft, then issue
Send Invoice starts a draft. You can leave and come back. Issue assigns the number, signs the PDF, and — when the amount is over the Tax Authority threshold — requests an allocation number.
After issue, the lines and the customer are locked. To correct money, issue a credit invoice against that document. Credit invoices apply to tax invoices and tax invoice / receipts that have been issued.
Screenshot: an issued document with its number and PDF
After it is issued
- Documents lists drafts and issued files. Download the PDF from the document.
- Collections shows what is still unpaid.
- Sending by email, when mail is configured on the server, uses the address on the customer.
On a self-hosted copy, issuing legal Israeli documents stays paused until that business has its own Tax Authority software registration. Drafts still save. The screen says issuing is paused.
Allocation, signatures, and the archive are in Allocation numbers and reporting.