Create an invoice
A sales invoice in Aikount is made up of a customer, one or more lines with their base and tax rate, and a status within the lifecycle. Aikount computes the taxable bases, the VAT amounts and the IRPF withholdings for you.
Steps
- Pick the customer. Select an existing contact (or create it first). Its tax ID/VAT and country are taken from the contact and set the invoice's tax regime. See Customers and contacts.
- Add lines. Each line has a description, a quantity, a price and a tax rate. You can have several lines with different rates.
- Assign the rates. Each line carries its VAT (for example
21%) and, where applicable, the IRPF withholding. See VAT and IRPF. - Review the totals. Aikount adds up the bases, computes the VAT amounts per rate and subtracts the withholdings, showing the total to collect.
Leave the tax on Automatic and Aikount applies the right one from the customer and whether the line is goods or a service (e.g.
IVAINTRA/SERVINTRAfor an EU business with a VAT number). It is the same rule the API applies, and inconsistencies (IGIC outside the Canary Islands, OSS to another country, invalid withholdings…) are flagged before saving. See Customer regime.
Lifecycle
An invoice moves through three states:
| Status | Meaning |
|---|---|
| Draft | In preparation; you can still edit lines and amounts. It takes no number: discarding it leaves no gap in the series. |
| Issued | Final invoice: it gets its sequential number when issued, in the series of its regime (domestic, intra-EU, export or OSS), and is recorded in the books. |
| Paid | The payment is confirmed and linked to the bank movement. |
When you mark it issued, Aikount posts the matching journal entry in the Spanish chart of accounts: the customer receivable (430), the output VAT (477) and the services income (705).
What Aikount computes
- The taxable bases per line and per rate.
- The output VAT amounts, grouped by rate.
- The IRPF withholdings when the operation carries them.
- The total to collect once amount and withholding are applied.
These figures feed the AEAT models directly (the VAT 303, and the 130 or others for IRPF), prepared from your real accounting.
After issuing
- Share the invoice with your customer via its public link and mark it paid when the payment arrives: see Payments and public link.
- If you need to void or correct an issued invoice, use a credit note or refund.