Invoices & acts

The business book has a “Documents” tab — it issues a payment invoice and an act. The seller's details come from the book profile, the buyer's from the counterparty card, the number is assigned automatically, and the finished document is exported to PDF.

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The “Documents” tab: the list of invoices and acts — number, date, counterparty, amount and status (“Draft / Issued / Paid”). The “Invoice” and “Act” buttons at the top issue a new document and export it to PDF.

Issuing invoices and acts is available on desktop and on the web for now — the mobile version is in the works.

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On the phone, primary documents (invoice/act) are not issued yet — print forms and PDF are prepared on desktop and on the web.

Documents live only in the business book and only on desktop and the web. On the phone, primary documents are not issued yet — that's the next step on the roadmap.

Issue an invoice or an act

Open Documents in the business book and tap Invoice or Act.
Check the date and pick a counterparty — “Payer” for an invoice or “Customer” for an act. You can also leave it “No counterparty”.
Add line items: name (a product or a service), quantity, unit and price — the row total is computed automatically. The Add line item button adds as many rows as you need.
Choose the VAT mode and, if needed, a note (for example, payment terms).
Tap Create and download PDF — the document is saved to the list and exported as a file.

Svodly takes the seller's details (INN, OGRN, bank account) from the book profile, and the buyer's details from the counterparty card. Fill them in beforehand so the document is print-ready.

VAT and totals

The VAT mode switches right in the form:

No VAT — the amount without tax (for example, for NPT or USN without VAT).
Included — VAT is already in the item prices and is broken out in the total as “including”.
On top — VAT is added on top of the line-item subtotal.

The rate (20% by default) can be changed — including to the USN special rates 5 / 7% or the base 22% (see “Taxes” → VAT on USN). At the bottom of the form Svodly shows the line-item subtotal, VAT and the total due.

Numbering and statuses

The document number is assigned automatically, with sequential numbering — you don't keep it by hand. Every document has a status:

Draft — created, but not sent yet.
Issued — the invoice/act has been issued to the counterparty.
Paid — you mark it manually with the “Mark as paid” button.

The list shows the number, date, counterparty, amount and status for each document, and the actions button offers “Download PDF”, “Mark as paid” and “Delete”.

Still in the works

Issuing primary documents on the phone, as well as the UPD (universal transfer document), are planned for upcoming updates. For now invoices and acts are issued on desktop and on the web; business reports (KUDiR, P&L, cash flow statement, reconciliation act) export to PDF there too.

Where to go next

Business book — the profile and counterparties, the details for documents.
Reports — KUDiR, P&L, cash flow statement, reconciliation act and PDF export.
Payment calendar — the forecast of payments for issued invoices.