Creating an invoice under the regime forfettario

Creating an invoice under the flat-rate scheme is very simple with Partitaiva24 Cloud.

If you have already logged in to the area for the first time and set up your invoicing information, to issue your first invoice, you will need to click on the “Fatture vendita” item from the menu on the left.

Then click on “nuova fattura” to start the compilation.

The first information to be entered is that of the invoice recipient, your customer.

If you had previously uploaded your customer's master data in the 'customers' section, you will now only have to type the initials of their name/name directly into the recipient box and select it; the data will be uploaded automatically.

If, on the other hand, it is a new customer, click on the “+destinario” button to create the new registry.

The mandatory data to be entered depend on the type (e.g. private/company) and nationality of the customer. Learn more about how to upload/create customer master data by clicking on the next link: How to upload customer master data.

Once the customer has been entered, we move on to the next section: Invoice number and date.

The software automatically sets the date and invoice number, but you can change both. Remember that you may backdate the invoice a maximum of 12 days from the time of issue in order not to incur penalties.

Let us move now on to the body of the invoice. You must enter the description of the service or product sold, the unit of measurement, the quantity and the amount (per unit) in the appropriate fields. Also in this line you will be able to apply any discount.

Lastly, the tax rate section, which is very important. By default, given your tax regime, the 'flat rate' rate is selected. However, it is important to always check the rate because it may be different depending on the type of operation you are carrying out. To change it, simply click on the drop-down menu and choose the correct rate.

If you wish to enter a new service/product, you will have to add a new line by clicking on the '+' button and then fill in the various fields, as before.

NB. Only if you are a professional and are registered with a professional association, remember to also click on the button bearing the name of your association to enter the supplementary contribution.

If the invoice exceeds €77.47, it will be subject to a virtual tax stamp and the software will apply it automatically. You will not have to do anything at this stage.

Stamps will be paid periodically through the channels provided by the revenue agency. Click the next link to learn more: how to pay virtual vignettes.

At this point, the invoice is almost complete. You only have to choose how you will be paid.

Click on “+Pagamento” and choose the payment method you have agreed with your customer.

Your invoice is now complete. You will first have to save it by clicking on the appropriate button and then, if you wish to issue it immediately and send it to the SDI, simply click on the “emetti” button.

In the menu on the left you will find the entire list of issued or simply saved invoices. To edit and/or send drafts, simply click on the pencil at the chosen draft.

To check all the data, you can preview the invoice by clicking on the PDF. The same PDF, you can hand over to your customer as a courtesy copy while waiting to receive the xml file from the revenue agency.

If all data are correct and you wish to send the invoice, you can click on issue and then confirm sending to the SDI.

At the top you will find the status of the invoice as sent and after a few hours, if the invoice is accepted by the SDI, the status will change to 'accepted'. For accepted invoices, you will also have a receipt of successful delivery to the SDI by clicking on the selected invoice and then on the "XML" button at the bottom of the page.

Don't forget to mark your invoice as collected when you receive payment. This way you will feed your dashboard and keep your business under control.

Finally, our consultants will also check the substantive correctness of the invoice and verify it, further modifying its status.