# Invoices

Invoices are the heart of your business in Frihet. Here you will learn how to create them, edit them, change their status, and everything you need to know about their lifecycle.

## Create an invoice

### Method 1: From scratch

1. Open the **Invoicing** module → **Invoices**
2. Click on **New invoice** (or use `Alt+N`)
3. Select the client from the list (or create it on the fly by typing their name)
4. Add item/service lines
5. Review taxes, discounts, and total
6. Click **Save as draft** or **Send directly**

### Method 2: From a quote

1. Go to **Quotes** and open the one you want to convert
2. Click **Convert to invoice**
3. Frihet will automatically copy client, lines, and settings
4. Save or send

### Method 3: Duplicate a previous invoice

1. Open the invoice you want to duplicate
2. Click **More options** → **Duplicate**
3. A draft copy will be created with a new number
4. Edit as needed

## Invoice structure

### Client data

- **Client name** — Required
- **Client Tax ID** — Used for VeriFactu and tax compliance
- **Client email** — For sending the invoice automatically
- **Address** — Shown on PDF

### Item lines

Each line contains:

| Field | Description |
|-------|-------------|
| Concept | Description of the item/service |
| Quantity | Number of units |
| U.P. (Unit Price) | Price without taxes |
| Discount | Percentage or fixed amount |
| Line total | Calculated automatically |
| VAT Type | 21%, 10%, 4%, 0% exempt, or others |

**Tip:** You can select items from the catalog with `Ctrl+Space` in the concept field, and Frihet will automatically fill in the price and VAT.

### Totals and withholdings

Frihet automatically calculates:

- **Subtotal** — Sum of all lines
- **Discounts** — Applied at invoice level (optional)
- **Taxable base** — Subtotal minus discounts
- **Taxes** — VAT and other taxes by type
- **Withholdings (Personal Income Tax)** — If applicable
- **Total payable** — Final amount

## Invoice statuses

### Draft

- Invoice not sent or recorded
- You can edit it freely
- Does not appear in tax reports or the VeriFactu hash chain
- Actions: Edit, Send, Convert to corrective, Duplicate, Delete

### Sent

- You have sent the PDF to the client
- You cannot edit lines (only metadata like email)
- It has been recorded in the VeriFactu hash chain
- Actions: Mark as paid, Create corrective, Resend by email, View PDF

### Paid

- The client has paid
- Fully executed
- Appears in reports as income
- Actions: View PDF, Create corrective, Unmark as paid (if it was an error)

### Overdue

- The due date has passed and it is not marked as paid
- Frihet automatically assigns this status
- Shown in arrears reports
- Actions: Mark as paid, Send reminder by email

### Canceled

- Intentionally canceled (not to be confused with corrective)
- Used when the invoice should not exist
- Does not appear in income reports
- **Note:** For returns, use corrective invoices instead

## Edit an invoice

### In draft

You can change anything: client, lines, taxes, everything.

1. Open the invoice
2. Make the necessary changes
3. Click **Save**

### Sent

If you need to correct something after sending:

1. **Do not edit the original invoice** — This breaks traceability
2. Instead, create a **corrective invoice** (credit note)
3. Or call support if it is an obvious error

## Taxes

Frihet supports multiple types of Spanish taxes:

### VAT (Value Added Tax)

- **21%** — General rate (services, products)
- **10%** — Reduced rate (hospitality, food)
- **4%** — Super-reduced rate (medicines, books)
- **0%** — VAT exempt (specific services)

**How it works?** Each item line has its own VAT type. Frihet sums all VATs by type.

### IGIC (Canary Islands General Indirect Tax)

If your company is in the Canary Islands:

- Frihet automatically detects your tax domicile
- Uses IGIC instead of VAT (rates: 0%, 2.5%, 5.5%, 9%)
- You don't need to do anything special

### Personal Income Tax (Withholding)

Some sectors (construction, consulting) require withholding:

1. Open the invoice
2. In the **Withholdings** section, activate **Apply Personal Income Tax**
3. Select the percentage (15%, 7%, etc. depending on the service type)
4. Frihet automatically deducts from the total

**Important:** The withholding is reflected in [Form 130](/cumplimiento/modelo-130) for your quarterly Personal Income Tax declaration.

### Equalization surcharge

For distributors and assimilated activities:

1. Enable it in **Settings** → **Taxes**
2. When creating an invoice, activate **Equalization surcharge**
3. It is applied percentage-wise (0.5%, 1.4%, 1.75%) depending on the VAT type

## Discounts

Frihet allows two types:

### Line-item discounts

- Applied at the individual item level
- Can be a percentage (e.g., 10%) or a fixed amount (e.g., €5)
- Seen directly on the line

### Global discounts

- Applied to the entire invoice
- Useful for special offers or bonuses
- Appears between subtotal and taxable base

## PDF and sending

### Download PDF

1. Open the invoice
2. Click **Download PDF** (or `Alt+D`)
3. It downloads as `F-2026-0001.pdf` (according to your numbering series)

The PDF includes:

- Your company data (logo, address, phone)
- Client data
- Invoice number and date
- All lines with tax details
- Totals
- Payment terms
- QR code (if enabled in Settings)

### Send by email

Frihet sends invoices directly by email with the PDF attached, without the need for an external email client.

**From the invoice:**

1. Click **Send by email** (or `Alt+E`)
2. The sending dialog opens with the following fields:
   - **To** — Auto-filled with the client's email
   - **CC / BCC** — Optional fields for copies (e.g., your accountant)
   - **Subject** — Pre-generated with the invoice number, editable
   - **Message** — Customizable text with a greeting to the client
3. You can preview the email before sending it
4. Click **Send**

The email automatically includes:
- Invoice PDF as attachment
- Online payment link (if Stripe Connect is active)
- Summary of the amount and due date

**From the invoice list (bulk sending):**

1. Select one or more invoices (checkbox)
2. Click **Actions** → **Send by email**
3. Each invoice is sent to its respective client's email

**Send payment reminder:**

1. Locate the invoice (Sent, Overdue, or Partial payment status)
2. Open the actions menu (three dots)
3. Click **Send reminder**
4. An email is sent to the client with the pending invoice details and payment link

Frihet automatically records on the invoice that it was sent ("Last notification" field).

## Search and filters

In the **invoice list** you can:

### Filter by status

- `Cmd+F` — Opens quick search
- **Statuses:** Draft, Sent, Paid, Overdue, Canceled
- Check/uncheck statuses in the filters panel

### Filter by client

- Type in **Search client...**
- Shows only invoices for that client

### Filter by date range

- **From** and **To** — Issuance range
- Use quick calendars: "This month", "Last month", "This year"

### Search by number

- Search by invoice number: `F-2026-0001`
- Search by client Tax ID

## Bulk actions

Select multiple invoices and apply actions to all:

1. Check the checkboxes of the invoices
2. Click **Actions** in the top bar
3. Available options:
   - **Mark as sent**
   - **Mark as paid**
   - **Mark as overdue** (for manual handling)
   - **Delete draft** (drafts only)
   - **Export to CSV**

## Statistics panel

At the top of **Invoices** you see four real-time metrics:

| Metric | Description |
|---------|-------------|
| **Total invoiced** | Sum of all invoices for the month (sent + paid) |
| **Pending collection** | Sum of invoices sent but not paid |
| **Collected this month** | Current month's income (only those marked as paid) |
| **Overdue** | Sum of invoices with past due date |

Click on any metric to automatically filter the list.

## Numbering and series

Invoices are automatically numbered according to the configured **numbering series** (e.g., F-2026-0001).

Learn more in [Series and numbering](./series-numeracion).

## Tax compliance

When you send an invoice in Frihet:

- The SHA-256 hash for [VeriFactu](/cumplimiento/verifactu) is automatically generated
- It is included in the [quarterly tax forms](/cumplimiento/modelos-fiscales) and [ledger books](/cumplimiento/libro-registro)
- Appears in tax reports
- Client, tax, and total data are immutable (traceability)

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Check all [invoicing features](https://www.frihet.io/es/features) or compare with other solutions on the [Frihet page](https://www.frihet.io/es).

**Next step:** [Quotes](./presupuestos) or [Recurring invoices](./facturas-recurrentes)