Document types and drafts

The list lets you filter documents, drafts, and corrective invoices.

Document detail shows actions such as edit draft, edit eligible invoices, issue, send, download, mark as paid, or create a corrective invoice.

Sales Invoices can show several sales document types depending on your account configuration. They do not all have the same fiscal effect or available actions.

How to choose a document type

1. Open Sales Invoices.
2. Press New.
3. Choose the document type Numonis shows.
4. Complete the data and save or issue it as appropriate.

Document types

• Invoice: standard sales document for goods or services.
• Simplified invoice: sales document for allowed lower-detail cases.
• Corrective invoice: corrects a previously issued invoice or simplified invoice.
• Proforma invoice: commercial proposal without fiscal effect, if available in your account.
• Quote: estimate sent to a customer before work is confirmed, if available in your account.

Common statuses

• Draft: you can edit it before issuing or sending.
• Processing: Numonis is generating or registering the document.
• Issued: the document officially exists. Unpaid non-certified invoices and corrective invoices may still show Edit invoice if no corrective invoice has been issued for them.
• Certified: the invoice was issued with certification when that option is active.
• Sent: the document was sent by email from Numonis. If you edit an eligible sent invoice, send the corrected invoice again.
• Unpaid: payment has not been marked as received.
• Paid: payment has been marked as received.
• Error: details must be corrected or an action retried.
• Cancelled: the document should no longer be used as an active document.

Edit a draft or eligible invoice or corrective invoice

1. Open Sales Invoices.
2. Enter Documents.
3. Filter by Drafts or search for the document.
4. Open the document.
5. Press Edit draft or Edit invoice if the action appears.
6. Correct the data and save.
7. If you edited a sent invoice, send it again so the customer receives the corrected PDF.

Create a corrective invoice

1. Open the invoice you need to correct.
2. Press Create corrective invoice if the action appears.
3. Review the original invoice selected.
4. Enter the correction reason.
5. Adjust amounts, taxes, and lines.
6. Issue the corrective invoice when it is ready.

Certified invoices, paid invoices, documents linked to certification processing, and documents that already have a corrective invoice cannot be edited directly. Use a corrective invoice or ask Numonis before acting.

Convert a quote or proforma into an invoice

1. Open the quote or proforma if your account uses that document type.
2. Press Convert to Invoice if the action appears.
3. Review customer, dates, lines, and taxes.
4. Issue the resulting invoice.
5. Return to detail to download, send, or mark it as paid.

Common problems

I do not see the type I need

Some types depend on invoicing configuration or the status of the original document. Review Settings or write to Numonis.

I cannot edit an issued invoice or corrective invoice

Only unpaid, non-certified issued or sent invoices and corrective invoices without a corrective invoice can be edited directly. If the document is paid, certified, processing, already corrected, or does not show Edit invoice, create a corrective invoice or ask Numonis.

Convert to Invoice does not appear

The action only appears for compatible quotes or proformas in allowed statuses.

Related articles

• Activate invoicing
• Create a sales invoice
• Send and mark invoices