Help centre
Step-by-step guides to every part of Invoice 14, with screenshots: setting up your business, issuing and sending invoices, quotes, VERI*FACTU, reports and your account.
Getting started
- Getting startedCreate your account and workspace, find your way around the app and choose its language.
- Your business profileThe issuer details printed on every invoice, invoice numbering, payment details and the invoice footer.
- Tax settingsVAT registration, your default VAT rate, IRPF withholding and your invoicing currency.
- The dashboardWhat is outstanding and overdue, what you have billed this year, and your latest invoices and quotes.
Invoicing
- CustomersAdd and edit customers, check VAT numbers with VIES, and set per-customer tax defaults and discounts.
- Products and servicesKeep a catalogue of what you sell so invoice lines fill themselves in.
- Create and issue an invoicePick a customer, add lines, save a draft and issue the invoice with the next number in your series.
- Tax treatments and IRPFDomestic VAT, intra-EU reverse charge, exports, out-of-scope supplies and IRPF withholding on an invoice.
- Send an invoice by emailEmail the PDF to your customer from Invoice 14 and see when it was delivered.
- Payments and refundsRecord full or partial payments and refunds so you always know what is still owed.
- Corrective invoices and voidingFix an issued invoice with a corrective invoice, or void one that should never have been issued.
- Invoice PDFsDownload the PDF of an invoice or quote, and what appears on it.
Quotes
Branding & email
VERI*FACTU
Reports
- Reports overviewFind the right report, filter by category and country, and choose the period.
- Sales and receivables reportsYour invoice ledger with CSV export, sales by VAT rate, aged receivables and payments received.
- Spanish tax reportsThe figures for Modelo 303, 130, 190, 347 and 349, straight from your invoices.
- UK tax reportsThe sales boxes of your HMRC VAT Return and turnover for Self Assessment.
- French tax reportsHelp with your TVA return (CA3/CA12), the DES and micro-entrepreneur turnover.
Account & plans
- Team membersInvite people into your workspace, and what owners and members can each do.
- Plans and billingWhat each plan includes, invoice limits, upgrading and managing your subscription.
- Your dataDownload everything in your workspace, or delete the workspace for good.
- TroubleshootingWhy an invoice will not issue, emails that land in spam, VIES errors and other common problems.
Still stuck?
Email hello@invoice14.com with what you were trying to do and we’ll help you out.