Issuing and managing invoices in Taxorio — creating and editing documents, proforma invoices and credit notes, PDF import, QR payments, numbering and sending by email.
A complete step-by-step guide to issuing an invoice in Taxorio — selecting a client through ARES, adding items and VAT rates, setting the due date and sending it by email.
How to add a delivery address to an invoice that differs from the billing address, how to save it to the client for next time, and why it's carried onto the PDF too.
When and how to issue a proforma invoice in Taxorio, how to link a final tax document deducting the advance to it, and what the effects on the VAT return are.
How to set up a recurring invoice schedule in Taxorio — the frequency and anchor day, the billed period with text variables, two delivery modes, and an automatic pause when your VAT status changes.
What a credit note is (a corrective tax document under §45 of the VAT Act), when you must issue one, how to link it to the original invoice in Taxorio, and how it affects the VAT return.
When to delete, cancel, or issue a credit note against an invoice. The correct procedure for every document type and status.
How to record previously issued invoices from PDF in bulk — AI pulls out the client, items and amounts. Received invoices from suppliers belong in Expenses instead.
The payment QR code on an invoice, following the Czech Banking Association's SPD standard — the client scans it with mobile banking and the amount, account number and variable symbol fill in on their own. When it renders on the document, and when it doesn't.
Three PDF templates (Aurora, Modern and Classic), colour schemes and the logo — how to set an invoice's look and what gets printed on it.
How to send an invoice to a client by email straight from Taxorio — the automatic PDF, the email's content, the link to the web invoice, a copy to yourself, and delivery and open tracking.
How to share an invoice through a public link (a web invoice) — the client opens it without signing in, sees the live payment status, the QR payment, and can download the PDF.
How to send a client a reminder by hand from Taxorio, and how to let the app remind them automatically on a schedule you set up yourself.
What DUZP (the date of taxable supply) is, why it's crucial for sorting a supply into the right VAT period, how Taxorio pre-fills it, and when to change it by hand.
How Taxorio automatically numbers invoices, what separate sequences it keeps for advances, credit notes and tax documents for a payment, where to reset the counter, and why numbering must be continuous with no gaps.
How to issue an invoice under domestic reverse charge (§ 92a ZDPH) in Taxorio to another payer with a Czech VAT ID — the conditions, the supply subject code, the CZK 100,000 limit for selected goods, advances with no tax document, and the effect on the VAT return (line 25) and the control statement (A.1).
How Taxorio recognises a foreign client and suggests a supply regime — a service or goods to an EU business, an export, a service outside the EU, or a domestic supply — based on your VAT status, what the app prepares for the return, the EC Sales List and watching § 6i, and how to invoice in a foreign currency and in the client's language.
How to mark an invoice in EUR, USD or another foreign currency as paid in Taxorio — the Amount received field, a bank fee taken along the way, a payment received in CZK, the exchange-rate difference, and what counts as income.