Create an account

In the "Invoices → New invoice" menu item, a multi-step form helps you issue paper or electronic invoices. The sequence of steps is fixed, but the user receives several automatic aids when filling in the fields.

1. Invoice block and serial number
At the top of the page, you can select the invoice type (paper or electronic, advance or
final invoice, receipt). The name, address, and details of the selected company appear on a card
.

• Invoice pad: select the invoice pad you want to use for invoicing. It is advisable to use a separate pad for each fiscal year (
  ).

• Serial number: the system automatically generates the next account number in the given array
  .

• Date of completion: the date of completion can be selected from the calendar.

• Payment deadline: the buyer's payment deadline.

Periodic billing (optional): select this option if the service is periodic
.

2. Billing and customer information
In this section, you can enter your basic billing information.

• Bill recipient: you can choose a previously created favorite customer; for new customers
  , you must fill in the company details manually.

• Customer type: selectable from a drop-down list (VAT payer, VAT exempt, exempt from property tax (
  ), private individual with tax number, EVA payer)

• Country: You can select the buyer's country from the list.

• Currency: In addition to HUF, several other currencies are available, such as EUR, USD, GBP, AUD
  , etc.

• Exchange rate: default setting is the exchange rate of the Hungarian National Bank (MNB); can also be set manually according to
  .

• Payment methods: bank transfer, cash, or credit card

• Recurrence: can be set if the invoice is repeated regularly (weekly, monthly, yearly)
  ; if set to "Never," there will be no recurrence.

• Language: Hungarian (HU) or English (EN).

• Invoice type: paper or electronic invoice
  Additional options can be selected at the bottom of the section (e.g., utility billing, cash flow
  billing, small taxpayer, product fee data).

3. Company information (buyer details)
If the buyer is not listed among your favorites, you must enter the company details manually:

• Tax number: after entering this, click on the Search button and the system
  will automatically fill in the company name and address (if it is listed in the
  company database).

• Name, zip code, city, street, address: if auto-fill is not available
  , these fields must be filled in manually.

• Email, phone number, IBAN: information required for notification and transfer.
  
  

4. Item lines (products and services)

At least one item must be recorded on the invoice. Each line consists of the following fields:

• Type: three categories to choose from –
  Product sales, Provision of services or Not classifiable

• Product code category: selectable
  VTSZ (customs tariff number), SZJ (List of Services) or TESZOR; the specific code can be specified alongside it

• Unit of measurement: selectable from a long list (e.g.,
  pieces, kilograms, tons, hours, days, km, m³, cartons, boxes, etc.)

• Net unit price: the unit price excluding VAT.

• Quantity: default value is 1; can also be specified with a decimal point.

• VAT rate: here you can select the VAT rate (e.g., 27%, 0%).

• Discount: can be given as a percentage (if there is a discount).

Unit price (gross) and Description: the system automatically calculates the gross value
, while you can detail the item in the description.

Additional indicators are also available, such as "Product-related item" and "Intermediated service" –
these are linked to specific accounting categories.
5. Totals and amounts payable
Below the item lines, you will see an automatic summary showing the net amount, VAT amount, gross value, and any discounts. Next to it, you will see the Amount due, VAT 0% (if applicable), and
Total. These values are updated in real time based on the fields entered.

6. Adding or deleting an item
At the bottom of the page, in the lower right corner of the item rows, there are two icons:

• + icon: add a new item.

• Red bin: delete existing item row.
  
  

With these, you can expand or modify the list of items on the invoice
at any time, even before saving the invoice.

6. Account status and labels

Before saving the invoice, you must define its status and (if necessary) assign tags to it:

• Account status: optional

Closed, Open, Sent, Not Sent, Cancelled, or Synchronized

• Tags: previously created tags can be selected for categorizing invoices

• Closed: the invoice is final and can no longer be modified.

• Open: currently being edited.

• Sent / Not sent: indicates whether the invoice has been sent electronically.

• Cancellation: invalid invoice.

• Synchronized: if NAV integration is set up, it shows that the data has been sent.

7. Invoice Preview and Invoice Creation

Once you have filled in all the necessary fields, you can preview the invoice first.

The preview shows you what the final invoice will look like (on paper or electronically), including the header, items, tax rates, and totals.

Two operations can be performed from the preview:

• Creating an invoice: the system finalizes the invoice. In the case of electronic invoices, these are automatically sent to the customer and, if the NAV connection is set up, the data is also automatically reported.