Electronic signature documents
Expenses and income control
App Android/App iOS
In the "Accounting" tab of the Contasimple homepage, click "Issue a new invoice".
The electronic invoice number will be created automatically in a correlative manner and in chronological order. You can set your serial number as you wish by clicking "Set up invoice".
If you use multiple series of invoices, select or create your own series. By default, you have already created the series of normal invoices and corrective invoices.
Learn more about invoice series.
Date of issue of the electronic invoice. By default, the program will show today. You can change the date through the drop-down calendar.
Date on which the invoice payment expires. By default, the program will display the 30-day due date. You can also select the 60-day, 90-day, no-date option, or put the date you want through the drop-down calendar.
Contasimple uses the simplified General Accounting Plan.
Is your invoice for the sale of merchandise? You don't have to change anything.
Do you invoice a service? Choose the option “705. Provision of services ” of the drop-down menu.
Other options: For example, if you are issuing a rental invoice, select the option "752. Lease income".
Select your customer from the drop-down list. If you haven't already created it in your database, click "New customer". You only have to select it next time.
You can write the private notes that you want. These notes will not appear on the invoice.
In the event that an invoice is subject to personal income tax retention, you can choose the percentage from the drop-down list.
If you want to add notes to your electronic invoice, you can create them by clicking "Manage note information".
Very useful, for example, to add the bank account where you want your customer to make the payment, or to add any other information you want to appear on your invoice. Next time, just select it from the drop-down list.
By clicking on the "Mark invoice as paid" option, you can select the day on which the payment was made and the payment method used. You can create new payment methods by clicking on "New method".
If you wish, you can sync your Google Drive or Dropbox account with Contasimple so that your invoice is automatically uploaded to your external cloud.
In "advanced options" you will find other options related to the VAT tax: whether the invoice is an export, among others.
You can type the concept of the product or service, or select it from your catalog by clicking the cursor on the left.
The price, discount and VAT rate will be imported automatically.
More information on the catalog of products and services.
Click "Add another line" to create a new concept line.
Unit price of the product or service without taxes. If you select your product or service from your catalog, it will be imported automatically.
Number of units, hours, kg, liters, km… In your catalog you can configure the type of unit for each of your products or services.
You can set discounts on a specific product or service in your catalog, or add it manually.
You can set the VAT rate in your catalog, or select it from the drop-down list.
If you have selected a personal income tax retention, it will be automatically calculated.
Click "Show advanced edition" if you want to add a detailed description of some or all of the items on your invoice.
Easily add a description for some or all of your lines by clicking on the box below each one.
Once you've entered all the details, click "insert invoice".
From your Issued invoices registry you will find more options for your invoice. To the right of each row where your invoice is located is a series of icons:
If you did not mark the invoice as paid at the time of issue, it will be registered with the status "Pending". That is, it is pending collection.
To mark your invoice as collected once it has been issued, click on "Manage invoice collections" in the currency icon to the right of the same row on the invoice.
A new window will open where the total invoice will appear as the amount paid by default. If it is a partial payment, change the amount manually. In this case, the status will change to "Incomplete" upon registration.
By default, the program will set the payment date as today. You can change it by selecting the day in the calendar.
You can create your own collection methods to appear in a drop-down menu by clicking "New Method".
Once you have filled in the details, click on "Register".
When you return to your issued invoice registry, you will see that the status of the invoice has changed to "Complete" if the collection was for the full amount of the invoice.
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