How to easily issue invoices in Conta.es

Issuing invoices is one of the key functions of the Conta.es system.

The system is designed so that any self-employed person or freelancer can start working without accounting knowledge and without complex settings.

Immediately after registration, the workflow becomes logical and straightforward. First, you configure your details, then you set the invoice numbering parameters, and after that you can start issuing invoices to your clients.

In addition, you can try the system free for 60 days, without entering your bank card details and without any commitment. During this time, you will be able to test all the functions and calmly decide whether the system is right for you.

It is also important to know that if you issue up to 10 invoices per month, you can use the invoicing function free of charge.

Our electronic invoicing feature complies with Spanish VeriFactu regulations.

You can choose whether to issue invoices within the VeriFactu system or outside it.

Step 1. Notification and language settings

Before you start working with invoices, you can configure the system notifications.

These may include:

• notifications about report creation
• tax reminders
• system recommendations
• changes in document statuses

You can also choose the email sending frequency:

• immediately
• daily
• weekly
• monthly

Choose the language of the system emails.

The Conta.es interface is available in four languages:

• Spanish
• English
• Russian
• Romanian

Step 2. Initial invoicing setup

After registration, you can go to the invoice settings section to prepare the system before creating your first invoice.

In this section, you can fill in the main details:

• phone number
• email address
• website
• address
• bank accounts

You can also add a logo, which will automatically appear on all invoices.

Automatic invoice numbering

The system allows you to configure invoice series and numbering.

The following invoice types are available:

• standard invoice
• corrective invoice
• simplified invoice
• additional income

For each type, you can set its own series and starting number (this is important if you have already issued invoices this year in another system).

This helps keep accounting in order and comply with the requirements of tax legislation.

Payment link in the invoice

In Conta.es, you can also add a payment link directly to the invoice. To do this, you need to connect a payment provider.

This way, your client will be able to pay the invoice directly from the received document. In addition, you will be able to request payment using a QR code on your phone, which is especially convenient if you provide services outside the office, for example during a client visit.

This significantly speeds up receiving payments and makes working with clients more convenient and professional.

You will no longer need invoice templates in Excel. You will forget this like a nightmare, together with all the associated problems: creating invoices manually takes a lot of time; it is easy to make mistakes in dates or invoice numbers; you may forget to change the client's details in the template or overlook some important detail.

Conta.es is not created only to issue invoices - it is a complete management system for self-employed professionals. Invoicing is only one of the platform features.

But if issuing up to 10 invoices per month is enough for you, you will be able to use the invoicing function free of charge.

Step 3. Completing the details before issuing invoices

When you create an invoice for the first time, the system will ask you to confirm some basic details:

• NIF
• main activity code
• bank
• bank account
• address

These details will be automatically added to all invoices.

Step 4. Creating a new invoice

After setting up the system, you can create your first invoice.

The invoice form is very simple and logical.

You need to specify:

• invoice date
• series
• number
• document status
• payment date (if necessary)

Accounting integration

The system also allows you to select the type of accounting operation and the corresponding accounting account.

For example:

• standard invoice
• simplified invoice

This allows the invoice to be automatically recorded in the accounts.

Step 5. Adding the client details

To issue an invoice, it is necessary to complete the client's details:

• name or company name
• NIF or CIF
• address
• postal code
• city
• email
• phone number

If necessary, you can also indicate the client's bank account or SWIFT code.

Step 6. Adding products or services

Next, you need to add the product or service that you are including in the invoice.

You can indicate:

• currency
• service or product
• IRPF withholding
• description
• price
• quantity

The system automatically calculates:

• the taxable base
• VAT
• the total invoice amount

You can also add a discount if necessary.

Product and service catalog

To speed up your work, the system allows you to create a product or service catalog.

After that, you will be able to add them to the invoice in just a few seconds.

This is especially convenient if you regularly sell the same services.

Step 7. Selecting the payment method

At the final stage, you can indicate the invoice payment method:

• bank transfer
• cash
• card
• not defined

This makes it possible to later link the invoice to a bank transaction.

Working with an accountant

In Conta.es, you can also invite your accountant into the system.

The accountant will be able to:

• see all issued invoices
• download documents
• use them to prepare tax returns

Invoices in different languages and currencies

The system allows you to issue invoices:

• in English
• in any currency
• for clients from different countries

This is especially convenient for freelancers and self-employed professionals who work with international clients.

Start today

You can try Conta.es free for 60 days.

No bank card and no commitment.

During this time, you will be able to:

• issue invoices in Spanish or English
• record income and expenses
• scan invoices and receipts
• invite your accountant to exchange documents within the system

And if issuing up to 10 invoices per month is enough for you, you will be able to use the invoicing function free of charge.

Questions and answers