Adding new clients

To create your invoice, first make sure you have entered your client’s details. If you haven’t done so already, go to Income > Clients and click on Add New Client.

Enter all the information related to your client. Please note that filling in the 'e-invoicing code' field is mandatory. However, if you do not know it or do not have one, you can enter:

• ‘0000000’, in cases where the invoice is sent to a subject receiving invoices via PEC and the PEC address has been entered in the PEC field, or if you do not know the receiving channel, or if your client is a private individual.
• ‘XXXXXXX’, in the case of invoices issued to non-resident subjects, not established or not identified in Italy, and sent to the SDI in order to transmit cross-border transaction data (in this case it will be automatically filled in if you selected a country other than Italy in the billing address).

Note: Please remember that in the case of invoicing a public administration or cultural institution, the VAT number and tax code must match.

Now, save your client’s details. The system will store them so they are already available when issuing future or recurring invoices to the same client.

Creating a new invoice

To create a new invoice, click on the ‘New sales invoice’ option in the top right corner.

You will have the option to create a proforma (draft) invoice. A proforma invoice is a draft or preliminary invoice that you can send to your client to indicate the details of a future business transaction.

⚠️ Important: please remember that proforma invoices are not transmitted to the Sistema di Interscambio (SdI) and have no fiscal validity. The red banner reminds you to convert all your proforma invoices into final invoices within 12 days from the date payment is received or the service is completed.

What's the 12-day rule?

Within the invoice, you will be able to select the client and the bank account where you wish to receive the payment.

Enter your services inside the table and specify the description, quantity, and price of the service provided. If necessary, you can add additional lines by clicking on ‘Add row’.

From the dropdown menu, you can also choose to add the following items:

• Stamp Duty: if you wish to charge the client the €2 stamp duty (for invoices above €77.47)
• INPS/Cassa Compensation: if you wish to charge the client INPS/Cassa contributions
• Reimbursement: reimbursement of expenses incurred on behalf of your client

ENPALS or Enasarco contributions are not displayed automatically. In this case, you will need to add a line manually, select one of the two items from the dropdown menu, and enter the correct amount.

Once you have verified that all invoice details are correct, click on ‘Save draft’.

Afterwards, you will be able to:

• modify the proforma invoice by clicking on ‘More Actions’ > ‘Edit draft’
• send the proforma to your client by clicking on ‘Send pro forma’
• convert the proforma into a final invoice by clicking on ‘Create final invoice’ > ‘Send invoice to SDI’ and it will be sent electronically to the Italian Tax Agency (Agenzia delle Entrate)

You will also be able to send the final invoice directly to your clients from the platform. To do so, simply click on ‘Send’.

Modifying a final invoice

If you have confirmed the sending of the final invoice but still need to make changes, you can create a credit note.
👉 Find out how.

Entering the payment date

Once you receive the payment, don’t forget to enter the payment date, so you always have a clear overview of which invoices have been paid and which are still outstanding. This allows us to maintain an accurate and updated overview and manage your income tax return more smoothly.