Validate an invoice

Validate an invoice

Validation of your invoice is an essential step for an accounting numberto your bill.

After havingcréé an invoice proformaandgenerated your documenton which the tag #NFacture# and#DateFacture# are still present (unless you have set a date during your proforma), you will validate the invoice and the 2 tags will be completed automatically.

2 methods to validate your invoice:


1. 1. Validate the invoice after a final verification of the proforma (recommended method)

  • Appointmentin the tabBilling
  • Click onInvoices
  • Use the filters at your disposal(Status: Proforma, File, Customer, Date etc.)


  • Identify your invoice
  • Click on theaction buttonat the end of the line on the right
  • Click onEdit


  • The content of theinvoice proforma
  • Click on thebutton with arrow at the bottom right
  • Click onRegister and validate


  • The window below appears to ensure that you have not mistakenly clicked on the invoice validation button. If you want to validate the invoice and a number is assigned to it,click on the Manage buttonotherwise close the window and the invoice will remain in the proforma invoice status.


Attention: any validated invoice cannot be deleted! Only an invoice cancellation credit can be made to correct a possible error.


  • Your invoice is validated. Your invoice now has an assigned number and date.



To download the .pdf version of your invoice:

  • Click on the action button at the end of the invoice
  • Click onSave the PDF to the driveto directly choose the location where you want to store your invoice in the drive.
  • Click onDownload the PDFto download it on your computer.You can also view it.


If you just want to view the invoice, click onSee the invoice document.





The #NFacture# and #DateFacture# have been replaced by the numberof the invoice.


2. Validate the invoice without checking the proforma a last time


The verification of the proforma has already been done, you want to directly validate the invoice.


  • Appointmentin the tabBilling
  • Click onInvoices
  • Use the filters at your disposal(Status: Proforma, File, Customer, Date etc.)
  • Identify your invoice
  • Click on theaction buttonat the end of the line on the right
  • Click onGo toValidate


  • The window below appears to confirm deletion. If you want to validate the invoice and a number is assigned to it,click Yesotherwise click No and the invoice will remain in proforma state.

Attention: any validated invoice cannot be deleted! Only an invoice cancellation credit can be made to correct a possible error.


  • Your invoice is validated. Your invoice now has an assigned number and date.

To download the .pdf version of your invoice:

  • Click on the blue action button at the end of the invoice
  • Click onSave the PDF to the driveto directly choose the location where you want to store your invoice in the drive.
  • Click onDownload the PDFto download it on your computer.You can also view it.


If you just want to view the invoice, click onView the PDF.


The #NFacture# and #DateFacture# have been replaced by the numberof the invoice.

It is then appropriate tosend it to the customerand place the invoice into statusTo pay.



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