WEBVTT

00:04.000 --> 00:10.000
Welcome to this tutorial where you'll learn how to create an invoice in FacturaDirecta.

00:10.000 --> 00:15.000
To get started, access the invoices section from the top menu.

00:15.000 --> 00:18.000
Here you'll see the list of all your invoices.

00:18.000 --> 00:24.000
When you want to create a new invoice, simply click on the new invoice button.

00:24.000 --> 00:27.000
The new invoice form opens.

00:27.000 --> 00:31.000
As you can see, the main tab has all the essential fields.

00:31.000 --> 00:38.000
The invoice date that comes pre-filled with today's date, the invoice number that will be automatically generated when saving,

00:38.000 --> 00:44.000
the customer we'll select, the due date, the email for sending and the payment method.

00:44.000 --> 00:49.000
Everything is organized intuitively so you can create your invoice quickly.

00:49.000 --> 00:52.000
Now let's create a customer.

00:53.000 --> 00:58.000
Click on the customer dropdown and select the option, create new customer.

00:58.000 --> 01:07.000
Here you enter the customer's basic information, the name, tax ID, address, city, postal code and email.

01:07.000 --> 01:12.000
The system automatically fills in the province based on the postal code.

01:12.000 --> 01:18.000
Once the data is completed, click save and the customer is associated with your invoice.

01:18.000 --> 01:21.000
Now let's add the invoice lines.

01:22.000 --> 01:28.000
If you want to work with products, click on the gear icon at the top right of the lines.

01:28.000 --> 01:34.000
Here you can enable or disable the columns you need, such as the product column.

01:34.000 --> 01:37.000
Let's enable the product column.

01:37.000 --> 01:44.000
And in the first line, click on the product field where we can select a product or create a new product.

01:44.000 --> 01:49.000
We select a product and the line is automatically filled with all the data.

01:49.000 --> 01:54.000
The description, quantity, unit price and tax.

01:54.000 --> 01:59.000
You can change any field, including the VAT type if you need to.

01:59.000 --> 02:03.000
You can also add lines without needing to create a product.

02:03.000 --> 02:09.000
Simply enter the description, quantity, price and tax directly.

02:09.000 --> 02:16.000
As you can see, the system automatically calculates all amounts and shows you the summary with the subtotal.

02:16.000 --> 02:19.000
The VAT and the invoice total.

02:19.000 --> 02:24.000
Once all data is reviewed, click save as final.

02:24.000 --> 02:30.000
The system automatically generates an invoice number following your sequential numbering.

02:30.000 --> 02:36.000
If you have VeriFactu configured, you can see the information and QR code in the VeriFactu tab.

02:36.000 --> 02:40.000
This invoice is now ready to send to your customer.

02:40.000 --> 02:49.000
Now you can print the invoice as PDF by clicking print or send it directly via email to your customer with the send button.

02:49.000 --> 02:56.000
The customer's email is already entered automatically, you just need to confirm the sending.

02:56.000 --> 03:01.000
And done, that's how easy it is to create an invoice in FacturaDirecta.