Hi, any ideas on how to make simplified invoices (‘factura simplificada’ in spanish) or if these will be included in the future? I don’t know about other countries, but in Spain you can make invoices (normal, with the sender and receiver’s data) and simplified invoices (without the receiver’s data, although the sender’s data, something like a ticket).
Currently, as far as I have seen and have been able to obtain, they can be done without adding a client, and changing the title to ‘Simplified Invoice’ (instead of just ‘Invoice’). The bad thing is that legally they must follow an individual reference. As it currently stands, an automatic reference cannot be set, and it is a bit of a hassle to manually change it depending on one type of invoice or another (you have to be discovering what the last reference of the corresponding invoice type was).
Could a dedicated module be added for simplified invoices, with its own independent reference? It would be exactly the same as the current sales invoice module, but without the option to choose a client.
It sounds like you use simplified invoices for non-credit sales (immediate payment by the customer). If so, just use a receipt. It is impossible to imagine how you could make a sale to a customer on credit without recording the customer’s identification.
Not quite. At least in Spain, since 2013, the simplified invoice has replaced traditional receipts and tickets. The issue is that the receipt (unlike normal or simplified invoices) has no tax effects nor is it accounted for. On the other hand, the main difference between the simplified invoice and the normal invoice is that the simplified invoice does not include the recipient’s tax data, so it is more simplified, but it has the same legal validity (something like a hybrid between a receipt and invoice, perhaps?).
However, as information to better understand the concept, there are some more differences between simplified and full invoices:
- In simplified invoices you do not need to include the address of the issuer; In complete invoices, on the contrary, it will be necessary to state it.
- In simplified invoices it is useful to enter the total consideration; In invoices, the total must be broken down into the taxable base, VAT and VAT quota. Additionally, the type of VAT applied must be indicated.
- In simplified invoices you only have to identify the type of goods delivered or services provided in the operation; Complete invoices must include a description of the operations carried out, including unit prices of goods or services provided.
- In simplified invoices, the recipient’s details such as the NIF, name, surname or full company name do not have to be included. Not even his address; In complete invoices you will need to include all that information.
- In simplified invoices you do not need to add the VAT tax fee. While complete invoices must expressly and separately state the VAT amount.
In short: using a receipt is not useful, since you would need the document with fiscal validity, such as normal and simplified invoices.
This is fascinating. In all accounting the ultimate payments and receipts are the proof of fiscal validity. Invoices, etc exist to pre-empt these and ensure that value is better spread, but as for fiscal validity nothing is better than receipts and payments.
Spain is different, it seems 
I don’t know, I haven’t made it up, I’ve gotten the information from the Internet, of course, visiting various sources 
The only real difference is the fact that you do not have to have detailed information about the customer. In the past Manager would allow to choose Other as still in receipts and payments. The simplest would be to just create a “walk-in” customer, i.e. anonymous and select these every time you need to issue such simplified invoice.
Yes, this is how I have it prepared, with a “walk-in” customer. But the problem comes more from the legal need to have a different reference to that of normal invoices, that both invoice formats follow independent correlative numbering. Hence the idea of an extra module that allows normal invoices to be separated from simplified ones.
You can change the title (see screenshot, is on every edit screen).
Or create a customs field that will appear on to of that invoice.
Edit Sales Invoice Screen and enter whatever you like in the Factura Simplificada screen such as a number like here 1002:
The resulting view screen with both title change and in the top right Factura Simplificada with the entered number 1002
Reading your post again you should just use Manager’s receipt function with the title changed to Factura Simplificada. It allows to select “Other” instead of Customer, you can decide to have no taxes enabled.
Also in Spain is the receipt a document with fiscal validity because it is evidence that a transaction took place. In Manager when you create an invoice you would still need to also create a receipt against that invoice because that is how the actual fiscal transaction is recorded.
Therefore the use of Invoices compared to Receipts is only important when there would be a time-lag between issuing the Invoice and the actual receipt of the payment by the customer (as @Tut explained this is a credit). In accrual accounting income is earned at the moment of issuing an Invoice and thus shown as income in the Profit and Loss account even though no payment by the customer has been received.
Several ways to solve it, I will try ways to do it, thank you.