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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“Documents”: “Invoice #2 · Draft”, “Invoice #1 · Issued”, “Act #1 · Paid”. On “Invoice #1” — “Mark as paid”, and the status turns “Paid”; “Download PDF” saves the file to “Downloads” — with the seller’s details from the book profile.

On the phone “Documents” opens from the “···” menu in the business book header: the same list of invoices and acts with their statuses, and “Download PDF” hands the finished file to the system share sheet.

Documents live only in the business book — but on every device. On the phone the section opens from the ··· menu in the business book header (it can also go into the bottom bar), and the form is a little shorter: the document is issued with today's date, the unit of measure is one for the whole document and the VAT rate comes from the book passport. A phone screen issues only invoices; acts are issued on a tablet in the wide layout.

Issue an invoice or an act

Open Documents in the business book and tap Invoice or Act. On the phone the + in the header opens only the invoice form: an act is issued on a computer, on the web or on a tablet in the wide layout — its header has both buttons, Invoice and 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 (on the phone — Issue and save PDF: the file goes to the system share sheet).

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.

“Invoice” → “New invoice”: today’s date, the payer “Severnaya Stal LLC”, the lines “Landing page development” and “Web analytics setup” — line totals add up by themselves. VAT “Included” → “On top”, 22%: the total is recalculated. A payment note → “Create and download PDF” — “Invoice #3 · Issued”.

On the phone: Documents → “Invoice” → “ООО «Северная Сталь»”, “Разработка лендинга” (landing page) for 120,000 ₽ and “Настройка веб-аналитики” (web analytics setup) 4 × 3,500 ₽ → “VAT on top”: “VAT 22%”, “Total 163,480 ₽” → “Issue and save PDF” → the system Share sheet → “No. 3 · Invoice” in the list.

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 is taken from the book passport: turn VAT on there, pick a USN special rate of 5 / 7% — and that is what goes into the document. If the book is not a VAT payer but a VAT mode is selected in the form anyway, the base 22% applies (from 01.01.2026, Federal Law No. 425-FZ; see “Taxes” → VAT on USN). On a computer and on the web the rate can be corrected right in the form; on the phone it is always the one from the passport. At the bottom of the form Svodly shows the line-item subtotal, VAT and the total due — exactly the amount that goes into the document. A filled-in line item with no name does not make it into the document: on the phone the “Issue” button reminds you that every line item needs a name.

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”. On the phone a document is a three-line card, so everything reads without swiping sideways: the number with the type and the amount; the date, the counterparty and the status; the actions. On a tablet it is the same table as on the computer.

Still in the works

The UPD (universal transfer document) is planned for upcoming updates. Business reports (KUDiR, P&L, cash flow statement, reconciliation act) export to PDF on desktop and on the web; on the phone they are available as XLSX and CSV.

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.