Invoice actions

Invoice actions

The invoice detail page shows all data and available actions depending on the current status.

Available actions by status

Status flow

Created → Finalized → Fiscalized → Sent
              ↓
         [Storno → new P10 draft]

Copying an invoice

The Copy button creates a new draft pre-filled with all data from the original invoice (customer, line items, currency, premises, device). The new draft receives:

• Invoice date = today
• Fiscal year = currently active year
• Empty invoice number (assigned on finalization)
• Cleared fiscal data (ZKI, JIR, eInvoice ID)

After copying, the app navigates automatically to the new draft’s detail page.

Invoice subtypes

An invoice can be one of three subtypes, shown as a badge next to the invoice number:

Advance invoice

Created by selecting business process P4 in the form. Fiscalized with EDIFACT document type code 386.

Final invoice

Created by selecting business process P11. The form shows an Advance invoices to offset section:

• Search and select one or more advance invoices for the same customer
• Each selected advance shows the amount already paid
• Advance offset total is calculated automatically (sum of paid amounts)
• Amount due = total amount − advance offset

Final invoice detail shows:

• Financials card: Advance offset line (negative amount)
• Advance invoices section with clickable links to each linked advance invoice and its paid amount

Advance invoice detail shows a Final invoices section with links to all final invoices that included it in an offset.

Final invoice PDF

The PDF includes a dedicated section listing all linked advance invoices, their paid amounts, the total deduction, and the remaining amount due.

Data cards

Invoice data: Date, Time, Delivery date, Due date, Payment method, Business process, Payment reference

Customer: Company name, Address, OIB

Financials: Net amount, Discounts, VAT, Total, Advance offset (final invoices only), Amount paid (green), Remaining (red if > 0)

Fiscalization 1.0 (CIS)

Shown when the invoice is subject to CIS fiscalization.

If fiscalization fails, the Retry button triggers a new attempt. Automatic retry follows after the configured interval (default 5 minutes).

moj-eRačun

Shown for domestic customers with an OIB.

Delivery status (eracunDeliveryStatus):

Business status (eracunBusinessStatus):

Recording payments

The + Add payment button opens a modal:

Payment status (Unpaid / Partial / Paid / Overdue) recalculates automatically.

Attachments

Files can be attached to finalized invoices that have not yet been sent. Each attachment shows name, MIME type, size, and upload date.