Invoices is the billing engine that handles multi-country, multi-fiscal-entity invoicing — without forcing you into one accounting standard.
Set up your fiscal entity
- Go to
/app/master-billing→ "Billing entities" → "New entity". - Enter legal name, tax ID, country, default currency.
- For MX: upload CSD certificate; for ES: upload XAdES cert; for US/CA: enter SSN/EIN/BN.
Issue your first invoice
- Open
/app/invoices→ "New invoice". - Pick the issuing entity (if you have multiple).
- Choose the client from the CRM. Their tax info auto-fills.
- Add line items from the Catalog.
- Click "Issue". The system: validates with your country's tax authority (CFDI/Facturae), stamps the official ID, sends the PDF to the client.
What gets generated
The output depends on the entity's country: for MX it's a CFDI XML signed by an authorized PAC; for ES it's a Facturae XML signed with XAdES; for US/CA it's a standard PDF invoice; for BR it's an NF-e XML.
Tips
- Test with a single low-value invoice first to verify your CSD/cert is configured correctly.
- Keep your catalog updated with current product/service prices — the invoice pulls from there.
- The collections module auto-monitors unpaid invoices; you don't need a separate dunning workflow.